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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2651
Congress Asset Management
Massachusetts
$239K – – –
TA
2652
TrueWealth Advisors
Alabama
$239K +$4.26K +75 +2%
AA
2653
Aufman Associates
Pennsylvania
$238K +$57 +1 +0%
DAM
2654
Draper Asset Management
New York
$237K +$24.8K +437 +12%
RWM
2655
Reston Wealth Management
Virginia
$237K +$6.87K +121 +3%
TSWM
2656
Triangle Securities Wealth Management
North Carolina
$237K -$1.99K -35 -0.9%
CT
2657
Coastline Trust
Rhode Island
$237K -$1.93K -34 -0.8%
SFG
2658
Socha Financial Group
New York
$236K -$39.2K -691 -15%
SWM
2659
Salvus Wealth Management
New Jersey
$236K +$17.9K +315 +9%
MJP
2660
Michael J. Puzo
$236K -$2.84K -50 -1%
MA
2661
McBroom & Associates
Nevada
$236K – – –
PAIM
2662
Punch & Associates Investment Management
Minnesota
$236K – – –
VCG
2663
Vantage Consulting Group
Virginia
$235K -$12.7K -224 -5%
FA
2664
FSA Advisors
Michigan
$235K +$226K +3,987 New
PHWM
2665
Pine Harbor Wealth Management
Maryland
$234K +$225K +3,970 New
KSWWM
2666
Keyes Stange & Wooten Wealth Management
Florida
$234K +$225K +3,963 New
CA
2667
Cumberland Advisors
Florida
$233K – – –
BWM
2668
BCGM Wealth Management
Indiana
$233K +$2.16K +38 +1%
KJHP
2669
K.J. Harrison & Partners
Ontario, Canada
$233K +$225K +3,957 New
SC
2670
Solstein Capital
California
$233K – – –
CCC
2671
Chelsea Counsel Company
California
$233K -$20.6K -363 -8%
HWM
2672
Horizon Wealth Management
Illinois
$232K +$795 +14 +0.4%
NC
2673
NBW Capital
Massachusetts
$232K -$2.21K -39 -1%
TBWA
2674
Three Bridge Wealth Advisors
California
$232K -$17.7K -311 -7%
GAM
2675
Gemmer Asset Management
California
$231K -$170 -3 -0.1%
105 106
107
108 109