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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1951
Wealth Architects
California
$807K +$23.8K +487 +3%
LA
1952
Legacy Advisors
Pennsylvania
$807K +$33.1K +678 +5%
BOPW
1953
Brandywine Oak Private Wealth
Pennsylvania
$807K -$27.7K -567 -4%
RB
1954
Rodgers Brothers
Pennsylvania
$805K +$73.3K +1,500 +11%
SOW
1955
State of Wyoming
Wyoming
$803K -$19.5K -399 -3%
LC
1956
LCNB Corp
Ohio
$797K -$1.71K -35 -0.2%
MMHP
1957
Murphy Middleton Hinkle & Parker
Georgia
$797K – – –
RBFC
1958
Roman Butler Fullerton & Co
Missouri
$795K -$11.5K -235 -1%
EI
1959
EDMP Inc
Florida
$793K +$136K +2,792 +23%
CAM
1960
Campion Asset Management
Virginia
$792K – – –
RI
1961
Ridgewood Investments
New Jersey
$790K -$2.29K -47 -0.3%
AIM
1962
Allen Investment Management
New York
$788K – – –
LCM
1963
LCM Capital Management
Illinois
$786K +$24.9K +509 +4%
MC
1964
Machina Capital
France
$786K +$483K +9,887 +192%
EFI
1965
EHP Funds Inc
Canada
$785K +$147K +3,010 +25%
BIM
1966
Bridgecreek Investment Management
Oklahoma
$784K – – –
RC
1967
RBF Capital
California
$784K – – –
AC
1968
AlphaCore Capital
California
$783K -$1.71K -35 -0.2%
BA
1969
Bristlecone Advisors
Washington
$783K -$15.3K -314 -2%
NAMM
1970
NorthStar Asset Management (Massachusetts)
Massachusetts
$782K -$132K -2,710 -15%
JWM
1971
Janiczek Wealth Management
Colorado
$780K -$4.93K -101 -0.7%
ERIM
1972
Eagle Ridge Investment Management
Connecticut
$780K -$25.1K -515 -3%
QPWM
1973
Quadrant Private Wealth Management
Pennsylvania
$779K +$47.7K +977 +7%
CPA
1974
Capital Planning Advisors
California
$777K -$292K -5,984 -29%
NB
1975
Nicolet Bankshares
Wisconsin
$776K +$111K +2,265 +12%
77 78
79
80 81