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Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1951
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.31M +$6.38K +40 +0.5%
WMA
1952
West Michigan Advisors
Michigan
$1.3M -$158K -993 -11%
BFC
1953
Bedel Financial Consulting
Indiana
$1.3M +$18.5K +116 +1%
FM
1954
Freemont Management
Switzerland
$1.3M -$6.59M -41,300 -83%
LCM
1955
LCM Capital Management
Illinois
$1.29M +$15.3K +96 +1%
FIM
1956
Freedom Investment Management
Connecticut
$1.29M -$641K -4,022 -33%
CG
1957
CFO4Life Group
Texas
$1.29M +$34.1K +214 +3%
PWM
1958
Peterson Wealth Management
Nevada
$1.28M +$71.4K +448 +6%
CFM
1959
Catalyst Funds Management
Australia
$1.28M -$31.9K -200 -2%
FCB
1960
First County Bank
Connecticut
$1.28M -$88K -552 -6%
JSSH
1961
J. Safra Sarasin Holding
$1.28M +$1.3M +8,168 New
WCM
1962
Wallace Capital Management
Texas
$1.28M – – –
IP
1963
Investment Partners
Ohio
$1.27M +$35.6K +223 +3%
VIM
1964
Vista Investment Management
Pennsylvania
$1.27M +$43.1K +270 +3%
MSWM
1965
McGlone Suttner Wealth Management
Wisconsin
$1.27M -$144K -901 -10%
RP
1966
Rice Partnership
Hawaii
$1.27M -$79.6K -499 -6%
WA
1967
WESPAC Advisors
California
$1.27M -$484K -3,037 -27%
BFA
1968
Brendel Financial Advisors
New Hampshire
$1.27M +$1.29M +8,092 New
WQ
1969
Wealth Quarterback
New Jersey
$1.27M -$9.41K -59 -0.7%
DAC
1970
Dividend Assets Capital
South Carolina
$1.26M – – –
EFSCE
1971
Enterprise Financial Services Corp (EFSC)
Missouri
$1.26M -$20.6K -129 -2%
LAIC
1972
Lederer & Associates Investment Counsel
California
$1.26M -$79.1K -496 -6%
SJIM
1973
St. Johns Investment Management
Florida
$1.26M -$124K -778 -9%
VIG
1974
Vienna Insurance Group
Poland
$1.26M -$107K -673 -8%
BEAM
1975
Baker Ellis Asset Management
Washington
$1.26M -$87.7K -550 -6%
77 78
79
80 81