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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1926
Destination Wealth Management
California
$510K +$34.4K +1,557 +8%
GL
1927
Graypoint LLC
New York
$509K -$7.98K -361 -2%
NIA
1928
Northstar Investment Advisors
Colorado
$508K -$114K -5,143 -19%
BPB
1929
Badgley, Phelps & Bell
Washington
$507K -$14.6K -660 -3%
AC
1930
Addison Capital
Pennsylvania
$507K +$4.71K +213 +1%
QCM
1931
Quest Capital Management
Texas
$506K -$25.6K -1,156 -5%
SFA
1932
Stewardship Financial Advisors
Georgia
$505K -$170K -7,672 -26%
PWM
1933
Paulson Wealth Management
Illinois
$505K -$38.6K -1,744 -7%
GIM
1934
Greylin Investment Management
Virginia
$504K +$11.7K +529 +2%
CFO
1935
Collective Family Office
Pennsylvania
$503K -$9K -407 -2%
MWM
1936
Merriman Wealth Management
Washington
$502K -$114K -5,134 -19%
BFC
1937
Bedel Financial Consulting
Indiana
$500K +$38.8K +1,755 +9%
RI
1938
Ridgewood Investments
New Jersey
$498K -$30.1K -1,363 -6%
TF
1939
Tompkins Financial
New York
$498K +$3.71K +168 +0.8%
BA
1940
Ballast Advisors
Minnesota
$498K +$5.48K +248 +1%
VC
1941
Vestor Capital
Illinois
$497K -$37.9K -1,713 -7%
RHDIC
1942
R.H. Dinel Investment Counsel
California
$496K – – –
SN
1943
Sittner & Nelson
Oregon
$495K -$17.6K -795 -4%
AL
1944
Aspiriant LLC
California
$495K +$72.2K +3,265 +18%
PMA
1945
Prudent Man Advisors
Illinois
$494K +$4.47K +202 +0.9%
HTHT
1946
Hemenway Trust Hemenway Trust
New Hampshire
$493K -$79.9K -3,613 -14%
CCWA
1947
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$492K +$4.25K +192 +0.9%
CA
1948
CGN Advisors
Kansas
$492K +$15.3K +692 +3%
GWM
1949
Gray Wealth Management
Maine
$491K +$78.8K +3,563 +20%
PCM
1950
Prelude Capital Management
New York
$489K +$473K +21,376 New
76 77
78
79 80