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Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
1926
Portland Global Advisors
Maine
$362K +$7.89K +65 +2%
RWM
1927
Raffa Wealth Management
District of Columbia
$362K +$119K +982 +50%
BEC
1928
Blue Edge Capital
Virginia
$362K – – –
MFW
1929
Meristem Family Wealth
Minnesota
$361K – – –
IWA
1930
Intercontinental Wealth Advisors
Texas
$359K +$15.4K +127 +5%
CA
1931
Cornerstone Advisory
Maryland
$357K -$121 -1 -0%
GEA
1932
Glen Eagle Advisors
New Jersey
$356K +$1.21K +10 +0.3%
ACM
1933
Ashford Capital Management
Delaware
$355K – – –
AFC
1934
AFT Forsyth & Company
Florida
$354K – – –
GCM
1935
Gladius Capital Management
Illinois
$351K -$397K -3,276 -53%
FFC
1936
First Financial Corp
Indiana
$351K – – –
CAGAS
1937
Capital Advisory Group Advisory Services
Minnesota
$350K -$161K -1,326 -32%
LIM
1938
Loudon Investment Management
New Hampshire
$350K – – –
TC
1939
Trust Company
Kansas
$349K -$9.1K -75 -3%
AIA
1940
AIMZ Investment Advisors
California
$345K – – –
FAG
1941
Financial Advisory Group
Texas
$344K -$55.3K -456 -14%
CWM
1942
Confluence Wealth Management
Oregon
$344K +$6.55K +54 +2%
BCP
1943
Berkeley Capital Partners
Georgia
$343K +$22.3K +184 +7%
SCM
1944
Southport Capital Management
Tennessee
$342K -$7.64K -63 -2%
FC
1945
Financial Consulate
Maryland
$342K – – –
LIA
1946
LSP Investment Advisors
New York
$340K – – –
SIMM
1947
Stillwater Investment Management (Minnesota)
Minnesota
$340K +$13K +107 +4%
TAM
1948
Trillium Asset Management
Massachusetts
$339K -$179K -1,478 -35%
NPPM
1949
North Point Portfolio Managers
Ohio
$339K – – –
VIM
1950
Vista Investment Management
Pennsylvania
$339K +$17.6K +145 +6%
76 77
78
79 80