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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1926
Clear Creek Financial Management
Washington
$296K +$28.7K +624 +10%
BWM
1927
Baystate Wealth Management
Massachusetts
$296K +$46.8K +1,015 +18%
HCM
1928
HMS Capital Management
Tennessee
$296K +$305K +6,620 New
SC
1929
Searle & Co
Connecticut
$295K – – –
MGIA
1930
Matthew Goff Investment Advisor
Texas
$295K +$6.63K +144 +2%
SB
1931
Strategic Blueprint
Georgia
$295K +$304K +6,600 New
WA
1932
Wealth Architects
California
$294K +$43.8K +951 +17%
CPC
1933
Congress Park Capital
New York
$293K -$17.3K -375 -5%
SA
1934
SRH Advisors
Kansas
$293K +$599 +13 +0.2%
GIP
1935
Granite Investment Partners
California
$292K – – –
FMTC
1936
Farmers & Merchants Trust Company
California
$292K +$12.9K +280 +4%
IFAM
1937
Institutional & Family Asset Management
Colorado
$292K +$47.6K +1,033 +19%
NPF
1938
Norris Perne & French
Michigan
$292K +$56.3K +1,223 +23%
TC
1939
Tatro Capital
Kentucky
$291K -$15.2K -330 -5%
MIC
1940
Meridian Investment Counsel
California
$290K -$4.61K -100 -2%
SCM
1941
Sterneck Capital Management
Missouri
$290K – – –
CWC
1942
Carolinas Wealth Consulting
North Carolina
$289K -$11.7K -253 -4%
IMOV
1943
Investment Management of Virginia
Virginia
$289K +$8.06K +175 +3%
HL
1944
HeadInvest LLC
Maine
$289K +$20.3K +440 +7%
WOC
1945
West Oak Capital
California
$288K – – –
GAM
1946
Garrison Asset Management
Arkansas
$288K +$138 +3 +0%
AAS
1947
Annex Advisory Services
Wisconsin
$288K +$26.1K +567 +10%
CSM
1948
CAMG Solamere Management
North Carolina
$287K -$46.1K -1,000 -13%
FWM
1949
FSA Wealth Management
Massachusetts
$287K – – –
KL
1950
KWMG LLC
Kansas
$287K +$4.61K +100 +2%
76 77
78
79 80