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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1926
SOL Capital Management
Maryland
$231K -$23.3K -435 -9%
PPP
1927
Private Portfolio Partners
New Jersey
$230K -$171K -3,188 -43%
FA
1928
Fagan Associates
New York
$230K +$227K +4,230 New
SCM
1929
Salem Capital Management
Massachusetts
$229K – – –
AWA
1930
Acorn Wealth Advisors
Michigan
$228K -$7.6K -142 -3%
AFNAS
1931
American Financial Network Advisory Services
California
$228K +$224K +4,185 New
NCM
1932
New Capital Management
Texas
$227K +$54 +1 +0%
TWM
1933
Torch Wealth Management
Ohio
$227K +$482 +9 +0.2%
GWCM
1934
Godshalk Welsh Capital Management
Pennsylvania
$226K – – –
FFG
1935
Frisch Financial Group
New York
$226K +$223K +4,157 New
ACM
1936
Ategra Capital Management
Virginia
$225K -$33.7K -630 -13%
WCM
1937
Weld Capital Management
New York
$225K -$751K -14,016 -77%
RWM
1938
RKL Wealth Management
Pennsylvania
$225K -$7.07K -132 -3%
VST
1939
Van Strum & Towne
California
$225K – – –
OFW
1940
Omnia Family Wealth
Florida
$224K -$5.57K -104 -2%
MJP
1941
Michael J. Puzo
$224K – – –
CCP
1942
Cardan Capital Partners
Colorado
$223K – – –
VCM
1943
Vigilant Capital Management
Maine
$223K +$134K +2,509 +158%
NQWM
1944
Northwest Quadrant Wealth Management
Oregon
$220K -$19.1K -356 -8%
CWM
1945
Confluence Wealth Management
Oregon
$220K – – –
HI
1946
Human Investing
Oregon
$219K -$53.5K -999 -20%
WPC
1947
White Pine Capital
Minnesota
$219K -$2.41K -45 -1%
FCA
1948
FLC Capital Advisors
California
$218K -$32.1K -600 -13%
AIP
1949
Ahrens Investment Partners
Louisiana
$218K -$3.32K -62 -2%
BCM
1950
BTC Capital Management
Iowa
$218K -$2.78K -52 -1%
76 77
78
79 80