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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1801
Sage Capital Advisors
South Dakota
$215K +$200K +2,505 New
TFF
1802
The Family Firm
Maryland
$214K -$19K -238 -9%
FNC
1803
First National Corp
Massachusetts
$213K +$192K +2,402 New
SPC
1804
Stewart & Patten Company
California
$212K +$197K +2,466 New
FRA
1805
Front Row Advisors
California
$211K -$13.9K -174 -8%
TFA
1806
Teamwork Financial Advisors
Texas
$211K +$196K +2,455 New
PAM
1807
Peak Asset Management
Colorado
$210K +$195K +2,442 New
FCM
1808
Fortis Capital Management
Washington
$210K +$195K +2,443 New
WIP
1809
Wellesley Investment Partners
Massachusetts
$210K +$195K +2,450 New
HTHT
1810
Hemenway Trust Hemenway Trust
New Hampshire
$209K +$194K +2,438 New
AL
1811
Aspiriant LLC
California
$208K -$32.5K -408 -14%
IRC
1812
Investors Research Corp
Georgia
$208K – – –
BCM
1813
Buckhead Capital Management
Georgia
$207K -$89.3K -1,120 -32%
GJCM
1814
Grand Jean Capital Management
California
$207K +$192K +2,407 New
EIP
1815
Ellis Investment Partners
Pennsylvania
$206K +$1.12K +14 +0.6%
FAG
1816
Financial Advisory Group
Texas
$205K +$191K +2,389 New
EI
1817
Ellevest Inc
New York
$204K +$13.2K +165 +7%
RC
1818
Roundview Capital
New Jersey
$204K +$189K +2,371 New
MPCG
1819
Matrix Private Capital Group
New York
$203K +$188K +2,360 New
CRWM
1820
Castle Rock Wealth Management
California
$202K +$182K +2,284 New
PWM
1821
PBMares Wealth Management
Virginia
$202K +$188K +2,351 New
SW
1822
StrongBox Wealth
Missouri
$200K -$31.7K -398 -15%
ACM
1823
AUA Capital Management
Pennsylvania
$200K +$87.7K +1,100 +90%
LWS
1824
Lucia Wealth Services
California
$193K -$4.55K -57 -2%
RTC
1825
Riverview Trust Company
Washington
$192K – – –
71 72
73
74 75