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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1776
Weik Capital Management
Pennsylvania
$547K -$14.9K -105 -3%
AAS
1777
Annex Advisory Services
Wisconsin
$544K +$4.4K +31 +0.9%
EDRIA
1778
Edmonds Duncan Registered Investment Advisors
Kansas
$543K +$516K +3,635 New
RC
1779
Reik & Co
New York
$541K – – –
AWM
1780
Affinity Wealth Management
Delaware
$539K -$21.9K -154 -4%
OIM
1781
Orca Investment Management
Oregon
$538K +$11.4K +80 +2%
AHS
1782
Aspiriant Holdings S3
California
$534K – – –
EDRAMF
1783
Edmond de Rothschild Asset Management (France)
France
$533K +$308K +2,170 +155%
NED
1784
Nancy E. Dempze
$533K +$507K +3,568 New
RFA
1785
Reilly Financial Advisors
California
$532K +$11.9K +84 +2%
ABTD
1786
Arvest Bank Trust Division
Oklahoma
$532K +$24K +169 +5%
WG
1787
Welch Group
Alabama
$529K -$568 -4 -0.1%
CG
1788
Caprock Group
Idaho
$524K -$456K -3,209 -48%
FPCP
1789
Fort Point Capital Partners
California
$523K +$176K +1,237 +55%
SAA
1790
Southeast Asset Advisors
Georgia
$522K +$497K +3,496 New
F
1791
Filament
Washington
$520K +$495K +3,485 New
CISOA
1792
Capital Investment Services of America
Wisconsin
$519K -$8.95K -63 -2%
WFG
1793
Wills Financial Group
Virginia
$519K – – –
SSWM
1794
Sheets Smith Wealth Management
North Carolina
$513K +$6.67K +47 +1%
AL
1795
Aspiriant LLC
California
$513K +$30.4K +214 +7%
SIC
1796
Schwartz Investment Counsel
Michigan
$512K -$74.1K -522 -13%
BEAM
1797
Baker Ellis Asset Management
Washington
$510K -$59.4K -418 -11%
RCM
1798
Reynolds Capital Management
Nevada
$508K +$483K +3,401 New
FNBOMD
1799
First National Bank of Mount Dora
Florida
$507K -$194K -1,367 -29%
KL
1800
Kinsight LLC
Alabama
$506K +$426 +3 +0.1%
70 71
72
73 74