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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
2076
Girard Partners
Pennsylvania
$318K -$130K -2,513 -30%
NIC
2077
Northwest Investment Counselors
Oregon
$318K +$52 +1 +0%
1WM
2078
1900 Wealth Management
Texas
$318K +$299K +5,790 New
CAMG
2079
CWA Asset Management Group
Florida
$316K +$11K +212 +4%
OPA
2080
Old Port Advisors
Maine
$316K +$310K +5,995 New
SEEDPG
2081
S.E.E.D. Planning Group
New York
$315K +$297K +5,746 New
SCA
2082
Sippican Capital Advisors
Massachusetts
$314K – – –
MPCG
2083
Matrix Private Capital Group
New York
$314K +$296K +5,720 New
MW
2084
MBL Wealth
North Carolina
$314K +$296K +5,732 New
WMA
2085
Wealth Management Associates
New Jersey
$314K +$103 +2 +0%
LWM
2086
Liberty Wealth Management
California
$313K -$155 -3 -0%
AIM
2087
Avity Investment Management
Connecticut
$313K – – –
KFA
2088
Krane Funds Advisors
New York
$313K +$296K +5,716 New
ECM
2089
Elgethun Capital Management
South Dakota
$312K +$14.2K +274 +5%
LF
2090
Lantz Financial
Illinois
$311K +$26.3K +508 +10%
JIP
2091
JBJ Investment Partners
South Carolina
$311K +$293K +5,671 New
CYG
2092
Clean Yield Group
Vermont
$310K -$12.2K -235 -4%
SFFS
2093
Stonehage Fleming Financial Services
Jersey
$308K -$3.45M -66,666 -92%
HCM
2094
Hutchinson Capital Management
California
$307K – – –
SSWG
2095
Seven Springs Wealth Group
Tennessee
$306K – – –
RCG
2096
Ruane, Cunniff & Goldfarb
New York
$305K – – –
IRAG
2097
Investment Research & Advisory Group
Georgia
$303K +$1.03K +20 +0.4%
CG
2098
Corundum Group
Colorado
$303K +$15.3K +296 +6%
AHB
2099
Abner Herrman & Brock
New Jersey
$302K -$14.9K -288 -5%
DA
2100
Dillon & Associates
Michigan
$302K – – –
82 83
84
85 86