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Name Holding Trade Value Shares
Change 		Change in
Stake
EDRIA
1926
Edmonds Duncan Registered Investment Advisors
Kansas
$229K – – –
MSR
1927
Main Street Research
Connecticut
$229K +$16.2K +121 +8%
ASC
1928
Atalanta Sosnoff Capital
New York
$229K +$231K +1,727 New
SFWC
1929
Strategic Family Wealth Counselors
New Jersey
$228K -$36.6K -274 -14%
KC
1930
Knuff & Co
California
$228K – – –
PMAM
1931
Penn Mutual Asset Management
Pennsylvania
$228K – – –
TWM
1932
Trinity Wealth Management
Pennsylvania
$228K – – –
AFS
1933
Axiom Financial Strategies
Indiana
$227K +$1.07K +8 +0.5%
KM
1934
Kalos Management
Georgia
$227K +$8.96K +67 +4%
DPI
1935
Diversified Portfolios Inc
Michigan
$227K +$11.5K +86 +5%
OWP
1936
Obermeyer Wealth Partners
Colorado
$227K +$228K +1,707 New
OC
1937
Oarsman Capital
Wisconsin
$226K -$9.22K -69 -4%
FCMT
1938
Founders Capital Management (Texas)
Texas
$226K – – –
LCM
1939
Liberty Capital Management
Michigan
$225K -$140K -1,046 -38%
OBWP
1940
O'Brien Wealth Partners
Massachusetts
$225K -$96.6K -723 -31%
LB
1941
Legacy Bridge
Iowa
$224K – – –
RRA
1942
Round Rock Advisors
Connecticut
$224K – – –
WCM
1943
Wedge Capital Management
North Carolina
$223K +$4.81K +36 +2%
TTWM
1944
TCV Trust & Wealth Management
Virginia
$223K +$224K +1,678 New
MCM
1945
Maryland Capital Management
Maryland
$222K -$196K -1,463 -47%
SFG
1946
Sovereign Financial Group
Connecticut
$222K -$15.9K -119 -7%
PCA
1947
Private Capital Advisors
Connecticut
$222K +$224K +1,674 New
RCG
1948
Rock Creek Group
District of Columbia
$221K -$124K -924 -36%
MCP
1949
Mirador Capital Partners
California
$221K – – –
SC
1950
Steph & Co
Wisconsin
$221K +$21K +157 +10%
76 77
78
79 80