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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1751
Capital Counsel
New York
$784K – – –
GC
1752
Gilbert & Cook
Iowa
$784K +$224K +887 +38%
AWS
1753
Arkfeld Wealth Strategies
Nebraska
$782K -$189K -750 -21%
FIM
1754
Freedom Investment Management
Connecticut
$780K +$811K +3,213 New
CCFCSB
1755
Cape Cod Five Cents Savings Bank
Massachusetts
$777K -$50.5K -200 -6%
KJHP
1756
K.J. Harrison & Partners
Ontario, Canada
$777K – – –
JDR
1757
Jay D. Rosenbaum
$777K +$35.4K +140 +5%
WP
1758
WealthSource Partners
California
$777K +$129K +509 +19%
PCG
1759
Private Capital Group
Connecticut
$769K -$646K -2,558 -45%
EP
1760
Eudaimonia Partners
Tennessee
$767K +$18.9K +75 +2%
ITIM
1761
Indiana Trust & Investment Management
Indiana
$766K +$147K +584 +23%
WA1
1762
Wimmer Associates 1
California
$765K – – –
HIC
1763
Holderness Investments Company
North Carolina
$764K +$12.9K +51 +2%
ACM
1764
Allred Capital Management
Texas
$763K -$42.4K -168 -5%
MSR
1765
Main Street Research
Connecticut
$763K -$66.7K -264 -8%
MAA
1766
Mraz Amerine & Associates
California
$761K -$31.6K -125 -4%
CCT
1767
Capital City Trust
Florida
$754K – – –
SAM
1768
SP Asset Management
California
$754K +$126K +500 +21%
TPWA
1769
TRUE Private Wealth Advisors
Oregon
$746K -$527K -2,088 -40%
MW
1770
MBL Wealth
North Carolina
$746K +$453K +1,795 +141%
OCM
1771
Orchard Capital Management
Illinois
$743K – – –
OWA
1772
Outlook Wealth Advisors
Texas
$743K +$7.07K +28 +0.9%
PG
1773
Prostatis Group
Maryland
$742K +$75.5K +299 +11%
SGCA
1774
Steel Grove Capital Advisors
Tennessee
$742K – – –
RIL
1775
Rothschild Investment LLC
Illinois
$742K +$116K +460 +18%
69 70
71
72 73