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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1876
West Oak Capital
California
$553K +$15.2K +80 +3%
WCM
1877
Wedge Capital Management
North Carolina
$552K – – –
LRPA
1878
L. Roy Papp & Associates
Arizona
$552K +$19K +100 +3%
P
1879
&Partners
Tennessee
$551K – – –
DWM
1880
Doyle Wealth Management
Florida
$550K -$11.4K -60 -2%
SAS
1881
Stelac Advisory Services
New York
$550K +$429K +2,258 +274%
CFG
1882
Cooper Financial Group
California
$549K +$23.2K +122 +4%
MIC
1883
Meridian Investment Counsel
California
$548K – – –
VCA
1884
Verdence Capital Advisors
Maryland
$548K +$4.56K +24 +0.8%
MPPLM
1885
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$548K +$198K +1,040 +51%
JDR
1886
Jay D. Rosenbaum
$545K +$582K +3,060 New
ICM
1887
IMS Capital Management
Oregon
$543K -$613K -3,223 -51%
OAM
1888
Oak Asset Management
California
$543K +$7.03K +37 +1%
AWP
1889
Ascent Wealth Partners
New York
$541K -$380 -2 -0.1%
STMM
1890
South Texas Money Management
Texas
$540K +$576K +3,030 New
GIM
1891
Groesbeck Investment Management
New Jersey
$539K +$45.4K +239 +9%
SIC
1892
SFE Investment Counsel
California
$537K -$43.7K -230 -7%
FVCM
1893
F&V Capital Management
Florida
$537K – – –
NAM
1894
North American Management
Massachusetts
$536K -$51.7K -272 -8%
MWM
1895
Merriman Wealth Management
Washington
$533K +$19K +100 +3%
PIA
1896
Pinion Investment Advisors
Kansas
$532K +$53.2K +280 +10%
CL
1897
Choreo LLC
Illinois
$531K -$246K -1,295 -30%
RM
1898
Resource Management
Louisiana
$531K -$6.46K -34 -1%
LP
1899
LGL Partners
Pennsylvania
$531K – – –
BFC
1900
Bedel Financial Consulting
Indiana
$530K – – –
74 75
76
77 78