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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1926
First Heartland Consultants
Missouri
$619K -$7.99K -132 -1%
SPWM
1927
Schrum Private Wealth Management
Florida
$618K – – –
AI
1928
Accredited Investors
Minnesota
$617K +$969 +16 +0.2%
VCM
1929
Vivaldi Capital Management
Illinois
$616K +$1.15K +19 +0.2%
DWM
1930
Drive Wealth Management
Utah
$613K +$35K +578 +6%
SHWM
1931
Silicon Hills Wealth Management
Texas
$612K – – –
HTHT
1932
Hemenway Trust Hemenway Trust
New Hampshire
$611K -$93.8K -1,550 -14%
CFA
1933
Compass Financial Advisors
Indiana
$611K +$5.87K +97 +1%
CCG
1934
Coastwise Capital Group
California
$611K +$56.5K +933 +10%
BWA
1935
Bordeaux Wealth Advisors
California
$611K +$11.8K +195 +2%
GHAM
1936
Gilman Hill Asset Management
Connecticut
$610K -$6.05K -100 -1%
AWAP
1937
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$610K -$8.72K -144 -1%
SS
1938
Sunbelt Securities
Texas
$610K +$45.7K +755 +8%
AA
1939
Alta Advisers
United Kingdom
$608K – – –
BA
1940
Ballast Advisors
Minnesota
$608K +$16.8K +278 +3%
SN
1941
Sittner & Nelson
Oregon
$607K +$20.9K +346 +4%
MA
1942
MJP Associates
Connecticut
$607K +$121 +2 +0%
IA
1943
IFG Advisors
Missouri
$607K – – –
PWAM
1944
Pinnacle West Asset Management
Wyoming
$606K +$592K +9,775 New
TFO
1945
Tarbox Family Office
California
$606K -$605 -10 -0.1%
WDC
1946
Woodward Diversified Capital
California
$603K +$4.24K +70 +0.7%
OCM
1947
Orser Capital Management
Texas
$603K – – –
CSI
1948
Cross Staff Investments
New York
$603K – – –
HBT
1949
Heartland Bank & Trust
Illinois
$602K +$588K +9,713 New
CCB
1950
Cutter & Co Brokerage
Missouri
$601K – – –
76 77
78
79 80