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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1926
Intercontinental Wealth Advisors
Texas
$337K – – –
RIS
1927
Retirement Income Solutions
Michigan
$336K -$101K -2,075 -23%
CYG
1928
Clean Yield Group
Vermont
$336K -$38.4K -790 -10%
AEPG
1929
American Economic Planning Group
New Jersey
$336K -$681 -14 -0.2%
SFFS
1930
Stonehage Fleming Financial Services
Jersey
$336K – – –
LFA
1931
Landmark Financial Advisors
Kentucky
$334K +$9.73K +200 +3%
SGK
1932
Steigerwald Gordon & Koch
Virginia
$332K +$1.9K +39 +0.6%
ML
1933
McAdam LLC
Pennsylvania
$332K +$87.2K +1,791 +35%
SFG
1934
Sather Financial Group
Texas
$331K -$164K -3,378 -33%
BPCE
1935
Bank Pictet & Cie (Europe)
Germany
$331K -$14.6K -300 -4%
NB
1936
Northwest Bancshares
Pennsylvania
$331K -$1.22K -25 -0.4%
FGAM
1937
Financial Gravity Asset Management
Texas
$331K +$17.1K +352 +5%
JAM
1938
Jolley Asset Management
North Carolina
$328K – – –
BHB
1939
Bank Hapoalim BM
Israel
$327K +$1.46K +30 +0.4%
FBFS
1940
First Business Financial Services
Wisconsin
$327K +$97.8K +2,010 +41%
AA
1941
Apriem Advisors
California
$325K -$93.6K -1,923 -22%
PHS
1942
Pekin Hardy Strauss
Illinois
$325K – – –
MLFP
1943
MPS Loria Financial Planners
Illinois
$325K +$1.26K +26 +0.4%
CC
1944
Cognios Capital
Kansas
$322K -$1.26M -25,798 -79%
BHC
1945
Bowen Hanes & Co
Florida
$321K – – –
ACS
1946
Archford Capital Strategies
Illinois
$310K -$542K -11,142 -63%
MFW
1947
Meristem Family Wealth
Minnesota
$310K – – –
ADMI
1948
Albert D. Mason Inc
Massachusetts
$309K -$149K -3,072 -32%
JCP
1949
Jabre Capital Partners
Switzerland
$307K -$24.3K -500 -7%
HI
1950
Hendershot Investments
Virginia
$307K – – –
76 77
78
79 80