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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
2501
Waters Parkerson & Co
Louisiana
$409K – – –
VCM
2502
Vision Capital Management
Oregon
$409K -$34.3K -75 -8%
AT
2503
Arden Trust
Delaware
$408K -$14.2K -31 -4%
ST
2504
Somerset Trust
Pennsylvania
$408K +$24.2K +53 +7%
P
2505
&Partners
Tennessee
$407K +$386K +845 New
HA
2506
Hamel Associates
New Jersey
$406K – – –
BWM
2507
BCS Wealth Management
Tennessee
$406K -$18.7K -41 -5%
CCT
2508
Chemung Canal Trust
New York
$405K – – –
CLOS
2509
Compagnie Lombard Odier SCmA
Switzerland
$405K -$446K -975 -54%
LFG
2510
Lockerman Financial Group
California
$404K -$1.83K -4 -0.5%
CC
2511
Cypress Capital
Tennessee
$404K -$64.9K -142 -14%
CIAS
2512
CFS Investment Advisory Services
New Jersey
$402K +$19.7K +43 +5%
ML
2513
McAdam LLC
Pennsylvania
$402K +$30.2K +66 +9%
FCM
2514
Family Capital Management
Michigan
$401K -$72.7K -159 -16%
OFS
2515
Oldfather Financial Services
Nebraska
$401K – – –
APW
2516
Austin Private Wealth
Texas
$401K +$1.83K +4 +0.5%
MCA
2517
Magnolia Capital Advisors
Mississippi
$400K +$45.3K +99 +13%
HGWM
2518
Horst & Graben Wealth Management
Oregon
$400K -$109K -238 -22%
TPM
2519
Triasima Portfolio Management
Quebec, Canada
$399K -$61.7K -135 -14%
MF
2520
Montis Financial
Massachusetts
$398K -$9.14K -20 -2%
PWM
2521
PBMares Wealth Management
Virginia
$398K +$30.2K +66 +9%
TWP
2522
Triad Wealth Partners
Kansas
$398K +$378K +826 New
FC
2523
Financial Council
Maryland
$396K – – –
ZIG
2524
Zullo Investment Group
Pennsylvania
$395K +$8.69K +19 +2%
GKWIM
2525
Gerber Kawasaki Wealth & Investment Management
California
$395K +$34.7K +76 +10%
99 100
101
102 103