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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1876
Cascade Investment Advisors
Oregon
$224K – – –
NCM
1877
New Capital Management
Texas
$223K -$18.9K -395 -8%
CCC
1878
Chelsea Counsel Company
California
$223K – – –
FAG
1879
Financial Advisory Group
Texas
$223K – – –
SCM
1880
SOL Capital Management
Maryland
$222K -$5.5K -115 -2%
MCM
1881
McRae Capital Management
New Jersey
$221K – – –
DAM
1882
Diamant Asset Management
Connecticut
$220K -$9.57K -200 -4%
GWAG
1883
Garrett Wealth Advisory Group
Texas
$220K +$223K +4,652 New
OCM
1884
One Capital Management
California
$219K -$30.2K -631 -12%
OFW
1885
Omnia Family Wealth
Florida
$219K +$8.95K +187 +4%
PR
1886
Payden & Rygel
California
$218K -$2.69M -56,200 -92%
GC
1887
Gilbert & Cook
Iowa
$215K -$4.12K -86 -2%
BCIM
1888
Bishop & Co Investment Management
Pennsylvania
$215K – – –
FIM
1889
Fernwood Investment Management
Massachusetts
$215K +$4.79K +100 +2%
SMFS
1890
Squar Milner Financial Services
California
$215K +$24K +501 +12%
HBWM
1891
Hollow Brook Wealth Management
New York
$213K – – –
WIA
1892
World Investment Advisors
California
$213K +$205K +4,293 New
CMI
1893
Clare Market Investments
Texas
$212K +$215K +4,487 New
BWM
1894
Baystate Wealth Management
Massachusetts
$212K -$10K -209 -4%
CW
1895
Cobiz Wealth
Colorado
$211K -$103K -2,158 -33%
HAC
1896
Harbor Advisory Corp
New Hampshire
$211K -$57.4K -1,200 -21%
GWCM
1897
Godshalk Welsh Capital Management
Pennsylvania
$211K – – –
MJP
1898
Michael J. Puzo
$210K -$47.9K -1,000 -18%
SIG
1899
Sargent Investment Group
Maryland
$209K +$212K +4,420 New
WANY
1900
Wealthspire Advisors (New York)
New York
$209K +$212K +4,420 New
74 75
76
77 78