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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1926
Bedel Financial Consulting
Indiana
$98K – – –
GAM
1927
Gemmer Asset Management
California
$94K +$1.09K +13 +1%
SN
1928
Sittner & Nelson
Oregon
$93K – – –
GPA
1929
Guidance Point Advisors
Massachusetts
$93K +$92.7K +1,107 New
BHWM
1930
Bay Harbor Wealth Management
Maryland
$92K -$84 -1 -0.1%
AWM
1931
Atticus Wealth Management
Florida
$91K -$133K -1,589 -60%
WOC
1932
West Oak Capital
California
$90K +$2.93K +35 +3%
HWM
1933
HighMark Wealth Management
Minnesota
$89K +$503 +6 +0.6%
ZB
1934
Zions Bancorporation
Utah
$87K -$3.85K -46 -4%
COCM
1935
Charter Oak Capital Management
New Hampshire
$87K +$168 +2 +0.2%
BAM
1936
Bellevue Asset Management
Washington
$86K – – –
MCA
1937
Mercer Capital Advisers
New Jersey
$85K -$41.9K -500 -33%
KC
1938
Knuff & Co
California
$85K -$25.1K -300 -23%
FGAM
1939
Financial Gravity Asset Management
Texas
$85K +$3.1K +37 +33%
TCWA
1940
Ten Capital Wealth Advisors
Washington
$83K +$81.7K +975 New
CFFP
1941
Center for Financial Planning
Michigan
$82K -$3.35K -40 -4%
GCM
1942
Gables Capital Management
Florida
$82K – – –
MAM
1943
McCarthy Asset Management
California
$82K +$84 +1 +0.1%
SAM
1944
S.A. Mason
Michigan
$82K +$20.9K +250 +35%
M
1945
MOTCO
Texas
$81K -$6.59M -78,698 -99%
CT
1946
Clearstead Trust
Maine
$81K – – –
LWP
1947
Lumature Wealth Partners
Georgia
$80K -$10.1K -121 -11%
AA
1948
Addison Advisors
Vermont
$79K +$670 +8 +0.9%
TIM
1949
Tortoise Investment Management
New York
$77K – – –
UFF
1950
USA Financial Formulas
Michigan
$72K +$13.8K +165 +24%
76 77
78
79 80