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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1351
Rice Partnership
Hawaii
$815K – – –
IIC
1352
Ironwood Investment Counsel
Arizona
$815K +$139K +3,981 +14%
EWA
1353
Exencial Wealth Advisors
Oklahoma
$815K -$3.48K -100 -0.4%
VCP
1354
Vista Capital Partners
Oregon
$812K -$42.6K -1,223 -5%
COCM
1355
Charter Oak Capital Management
New Hampshire
$812K – – –
VCM
1356
Violich Capital Management
California
$811K -$1M -28,775 -56%
MCCP
1357
Mission Creek Capital Partners
California
$810K -$97.4K -2,795 -11%
LWM
1358
Lodestone Wealth Management
Washington
$809K -$2.26K -65 -0.3%
WSC
1359
Wellington Shields & Co
New York
$809K -$55.5K -1,593 -7%
9WM
1360
9258 Wealth Management
Ohio
$807K +$74.7K +2,145 +10%
GWS
1361
Glassman Wealth Services
Virginia
$806K +$130K +3,725 +20%
UBV
1362
United Bank (Virginia)
Virginia
$806K +$258K +7,413 +49%
CIA
1363
Cladis Investment Advisory
Montana
$805K -$52.2K -1,499 -6%
CT
1364
Coastline Trust
Rhode Island
$805K -$15.2K -435 -2%
TB
1365
Terril Brothers
Missouri
$802K +$1.64K +47 +0.2%
ICG
1366
InterOcean Capital Group
Tennessee
$802K -$5.26K -151 -0.7%
CT
1367
Clearstead Trust
Maine
$797K +$5.75K +165 +0.7%
WFM
1368
Wolff Financial Management
Michigan
$796K +$780K +22,395 New
PSB
1369
Piscataqua Savings Bank
New Hampshire
$795K -$1.15K -33 -0.1%
JWM
1370
Jeppson Wealth Management
California
$794K +$11.3K +325 +1%
APWM
1371
Argonautica Private Wealth Management
Massachusetts
$790K – – –
MYIA
1372
Mount Yale Investment Advisors
Colorado
$790K -$174K -5,001 -18%
CWG
1373
Cornerstone Wealth Group
North Carolina
$785K +$5.12K +147 +0.7%
AFP
1374
Ausdal Financial Partners
Iowa
$781K +$74.8K +2,146 +11%
CFA
1375
Capstone Financial Advisors
Illinois
$780K +$174 +5 +0%
53 54
55
56 57