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Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
1926
Jacobson & Schmitt Advisors
Wisconsin
$242K -$25.2K -135 -10%
WA
1927
Wealth Architects
California
$242K +$11.8K +63 +5%
EIA
1928
Edgemoor Investment Advisors
Maryland
$241K – – –
CFIA
1929
Cantor Fitzgerald Investment Advisors
New York
$240K -$46.7K -250 -17%
AWMG
1930
Alliance Wealth Management Group
New Jersey
$237K -$110K -589 -33%
PEA
1931
Pacific Edge Advisors
California
$237K +$227K +1,217 New
WIM
1932
Westside Investment Management
California
$237K +$7.1K +38 +3%
AMG
1933
Asset Management Group
Connecticut
$236K -$12.7K -68 -5%
CCM
1934
Catawba Capital Management
Virginia
$236K – – –
RTS
1935
Round Table Services
New Jersey
$235K -$26.3K -141 -10%
SA
1936
Sicart Associates
New York
$234K – – –
WPC
1937
White Pine Capital
Minnesota
$234K – – –
WA
1938
WealthTrust-Arizona
Arizona
$233K +$1.49K +8 +0.7%
GC
1939
Garde Capital
Washington
$231K +$6.91K +37 +3%
GSBTD
1940
Glenview State Bank Trust Department
Illinois
$230K – – –
AWM
1941
AllSquare Wealth Management
New York
$230K +$17.9K +96 +9%
CAM
1942
Covenant Asset Management
New Jersey
$229K +$219K +1,173 New
MSA
1943
Marino Stram & Associates
Massachusetts
$228K -$5.79K -31 -3%
KWMG
1944
King Wealth Management Group
Florida
$228K – – –
OC
1945
Oakmont Corp
California
$228K – – –
MC
1946
Miles Capital
Iowa
$227K -$5.04K -27 -2%
FIMG
1947
Financial & Investment Management Group
Michigan
$227K – – –
KMC
1948
Kirr Marbach & Co
Indiana
$227K – – –
MCM
1949
MV Capital Management
Maryland
$227K – – –
CCMW
1950
Cypress Capital Management (Wyoming)
Wyoming
$227K +$18.7K +100 +9%
76 77
78
79 80