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Name Holding Trade Value Shares
Change 		Change in
Stake
CNAM
1951
Campbell Newman Asset Management
Wisconsin
$613K -$26.7K -227 -4%
TT
1952
TI-Trust
Illinois
$613K +$599K +5,089 New
LI
1953
Lafayette Investments
Maryland
$612K +$33.6K +285 +6%
NL
1954
NVWM LLC
Pennsylvania
$609K -$80.3K -682 -12%
SAM
1955
Secure Asset Management
Michigan
$608K +$595K +5,048 New
TIA
1956
Tiemann Investment Advisors
California
$606K -$111K -941 -16%
CF
1957
Copperwynd Financial
Arizona
$605K +$30K +255 +5%
PP
1958
Parplus Partners
New York
$605K +$591K +5,021 New
UFG
1959
United Fire Group
Iowa
$603K – – –
PP
1960
PagnatoKarp Partners
Virginia
$602K -$4.48K -38 -0.8%
BCM
1961
Blume Capital Management
California
$601K -$2.36K -20 -0.4%
CC
1962
Cedar Capital
Illinois
$598K -$39.9K -339 -6%
GFP
1963
Gryphon Financial Partners
Ohio
$596K +$13.4K +114 +2%
SFI
1964
SPC Financial Inc
Maryland
$595K -$27.3K -232 -4%
APG
1965
Abacus Planning Group
South Carolina
$593K -$20.5K -174 -3%
AC
1966
Alexandria Capital
Virginia
$591K -$1.3K -11 -0.2%
RBC
1967
Roble Belko & Company
Pennsylvania
$590K – – –
FNBOSM
1968
First National Bank of South Miami
Florida
$588K -$4.48K -38 -0.8%
FSWA
1969
Financial Synergies Wealth Advisors
Texas
$587K +$14.6K +124 +3%
WQ
1970
Wealth Quarterback
New Jersey
$586K +$4.26M +36,185 New
NPA
1971
Nichols & Pratt Advisers
Massachusetts
$585K -$224K -1,901 -28%
HFRG
1972
Houlihan Financial Resource Group
Virginia
$583K +$570K +4,840 New
JHP
1973
James Hambro & Partners
United Kingdom
$578K – – –
RZH
1974
Relyea Zuckerberg Hanson
Connecticut
$577K +$564K +4,789 New
OMC
1975
Overbrook Management Corp
New York
$576K -$3.53K -30 -0.6%
77 78
79
80 81