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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1926
Weik Capital Management
Pennsylvania
$653K +$195K +3,330 +40%
CC
1927
Callan Capital
California
$647K – – –
MWA
1928
Meridian Wealth Advisors
Texas
$647K +$128K +2,182 +23%
WIA
1929
Westbourne Investment Advisors
Maryland
$646K -$75.7K -1,290 -10%
SFSIG
1930
San Francisco Sentry Investment Group
California
$645K -$13.4K -228 -2%
BLAM
1931
Bourne Lent Asset Management
New York
$645K – – –
CA
1932
Claro Advisors
Massachusetts
$645K +$12.4K +211 +2%
FIM
1933
Fruth Investment Management
Texas
$644K – – –
WCG
1934
Weaver Consulting Group
California
$643K -$41.2K -702 -6%
NQWM
1935
Northwest Quadrant Wealth Management
Oregon
$642K +$1.47K +25 +0.2%
PP
1936
Paloma Partners
Connecticut
$640K -$13.7M -233,777 -95%
CA
1937
CGN Advisors
Kansas
$640K +$46.5K +792 +7%
PWA
1938
Physician Wealth Advisors
Utah
$639K -$1.58K -27 -0.2%
BOS
1939
Bingham Osborn & Scarborough
California
$639K +$82.9K +1,412 +14%
GRP
1940
Global Retirement Partners
California
$637K +$15.5K +264 +2%
OA
1941
Oxbow Advisors
Texas
$637K +$29.3K +500 +5%
GFPC
1942
Global Financial Private Client
Florida
$636K -$12.6K -215 -2%
SG
1943
Stonnington Group
California
$634K -$22.8K -389 -3%
AAIM
1944
Asset Advisors Investment Management
Georgia
$634K – – –
MAM
1945
Martingale Asset Management
Massachusetts
$633K -$12.1M -206,398 -95%
BWP
1946
Baldwin Wealth Partners
Massachusetts
$633K -$3.23K -55 -0.5%
ORI
1947
Oak Ridge Investments
Illinois
$630K -$63K -1,073 -9%
RFG
1948
Range Financial Group
Oregon
$628K +$2.7K +46 +0.4%
CBFP
1949
Cedar Brook Financial Partners
Ohio
$628K +$60.3K +1,027 +10%
LC
1950
Lindbrook Capital
California
$627K -$12.1K -206 -2%
76 77
78
79 80