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Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
1951
West Coast Financial
California
$689K -$53.2K -506 -8%
IIM
1952
Ipswich Investment Management
Massachusetts
$687K -$2.63K -25 -0.4%
KA
1953
Klingman & Associates
New York
$687K -$162K -1,539 -20%
VBCG
1954
Valley Brook Capital Group
Pennsylvania
$685K -$271K -2,576 -30%
FBB
1955
Fulton Breakefield Broenniman
Maryland
$683K +$29.7K +283 +5%
MGWM
1956
Marks Group Wealth Management
Minnesota
$683K +$210 +2 +0%
FZCM
1957
Flynn Zito Capital Management
New York
$682K +$32.5K +309 +5%
GWAG
1958
Garrett Wealth Advisory Group
Texas
$681K +$27.7K +264 +5%
NCTC
1959
New Covenant Trust Company
Indiana
$681K -$525 -5 -0.1%
PCA
1960
Peddock Capital Advisors
Massachusetts
$681K -$12K -114 -2%
LNB
1961
Ledyard National Bank
$681K -$19.5K -186 -3%
GDP
1962
Great Diamond Partners
Maine
$680K +$10.3K +98 +2%
JIR
1963
James Investment Research
Ohio
$680K -$22.8K -217 -3%
BPCE
1964
Bank Pictet & Cie (Europe)
Germany
$679K -$18.2K -173 -3%
CWI
1965
Conscious Wealth Investments
Florida
$678K +$143K +1,360 +27%
LWA
1966
Lineweaver Wealth Advisors
Ohio
$678K -$98.8K -941 -13%
CC
1967
Callan Capital
California
$677K +$3.26K +31 +0.5%
WDG
1968
Wealth Dimensions Group
Ohio
$674K +$64.3K +612 +11%
TCBWMS
1969
Texas Capital Bank Wealth Management Services
Texas
$673K -$143K -1,361 -18%
BBA
1970
BLB&B Advisors
Pennsylvania
$672K -$228K -2,173 -26%
GSWM
1971
Golden State Wealth Management
California
$672K +$634K +6,032 New
GWS
1972
Greykasell Wealth Strategies
California
$671K +$633K +6,027 New
SCA
1973
Sippican Capital Advisors
Massachusetts
$670K -$31K -295 -5%
AA
1974
Alta Advisers
United Kingdom
$670K +$107K +1,019 +20%
HBW
1975
Hazlett, Burt & Watson
West Virginia
$668K -$1.47K -14 -0.2%
77 78
79
80 81