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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1951
Capital Insight Partners
Arizona
$298K -$11.9K -437 -4%
ECM
1952
EagleClaw Capital Management
Massachusetts
$297K – – –
AAP
1953
Arax Advisory Partners
Colorado
$295K -$92K -3,369 -25%
IOOF
1954
Independent Order of Foresters
Ontario, Canada
$294K -$116K -4,250 -30%
BWM
1955
Biltmore Wealth Management
Arizona
$293K – – –
RPGK
1956
Retirement Planning Group (Kansas)
Kansas
$292K -$10.5K -383 -4%
NPP
1957
New Potomac Partners
Maryland
$290K +$270K +9,876 New
CGL
1958
Clarius Group LLC
Washington
$289K +$12.2K +448 +5%
MCG
1959
McCollum Christoferson Group
New York
$287K +$267K +9,783 New
CCC
1960
Chelsea Counsel Company
California
$285K -$27.1K -994 -9%
QC
1961
QCM Cayman
Texas
$285K +$265K +9,713 New
FBA
1962
Front Barnett Associates
Illinois
$284K -$43.7K -1,602 -14%
PWM
1963
Perigon Wealth Management
California
$284K -$2.48K -91 -0.9%
BA
1964
Bristol Advisors
Pennsylvania
$284K +$10.8K +397 +4%
CPR
1965
CSU Producer Resources
Ohio
$280K – – –
SIG
1966
Schaller Investment Group
North Carolina
$280K – – –
RCWMU
1967
Rothschild & Co Wealth Management (UK)
United Kingdom
$278K -$121K -4,421 -32%
AC
1968
Addison Capital
Pennsylvania
$278K -$7.15K -262 -3%
RWG
1969
Regal Wealth Group
California
$278K +$737 +27 +0.3%
MCA
1970
Morris Capital Advisors
Pennsylvania
$278K +$819 +30 +0.3%
BWA
1971
BlueSky Wealth Advisors
North Carolina
$277K -$34.3K -1,255 -12%
SC
1972
Stratford Consulting
Texas
$277K -$7.67K -281 -3%
WBG
1973
Wharton Business Group
Pennsylvania
$277K – – –
SCA
1974
Stillwater Capital Advisors
Pennsylvania
$276K -$11.6K -424 -4%
BOIA
1975
Bush ODonnell Investment Advisors
Missouri
$274K – – –
77 78
79
80 81