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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1951
Chicago Trust
Illinois
$498K -$344K -1,364 -40%
VC
1952
Vicus Capital
Pennsylvania
$497K +$53K +210 +11%
CCM
1953
Cribstone Capital Management
Maine
$489K – – –
SIC
1954
Schwartz Investment Counsel
Michigan
$486K -$354K -1,400 -41%
ACM
1955
Argent Capital Management
Missouri
$486K – – –
FBC
1956
Fairfield, Bush & Co
Connecticut
$486K – – –
MC
1957
Matisse Capital
Oregon
$485K +$505K +2,000 New
WFA
1958
Wade Financial Advisory
California
$484K -$26.5K -105 -5%
PFG
1959
PAX Financial Group
Texas
$483K +$196K +776 +64%
PAM
1960
Private Asset Management
California
$481K +$73.2K +290 +17%
PP
1961
PDS Planning
Ohio
$480K +$52.5K +208 +12%
PP
1962
Patron Partners
Texas
$480K +$154K +609 +44%
TCBWMS
1963
Texas Capital Bank Wealth Management Services
Texas
$479K – – –
SHA
1964
Seneca House Advisors
Virginia
$478K +$76K +301 +18%
SDWMA
1965
Schneider Downs Wealth Management Advisors
Pennsylvania
$477K +$496K +1,966 New
WW
1966
Westshore Wealth
California
$476K +$495K +1,960 New
CC
1967
Constitution Capital
Connecticut
$474K -$660K -2,615 -57%
CCG
1968
Capital CS Group
California
$474K -$305K -1,207 -38%
CWC
1969
Carolinas Wealth Consulting
North Carolina
$474K -$27.8K -110 -5%
MMHP
1970
Murphy Middleton Hinkle & Parker
Georgia
$474K – – –
CIA
1971
Compass Ion Advisors
Pennsylvania
$473K +$19.2K +76 +4%
GWM
1972
Gray Wealth Management
Maine
$472K +$36.6K +145 +8%
AP
1973
Adero Partners
California
$472K +$491K +1,945 New
BFPW
1974
BOK Financial Private Wealth
Colorado
$470K +$16.9K +67 +4%
FWCM
1975
Ferguson Wellman Capital Management
Oregon
$469K +$488K +1,933 New
77 78
79
80 81