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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1951
Maple Capital Management
Vermont
$629K – – –
PCA
1952
Private Capital Advisors
Connecticut
$628K +$803K +3,126 New
WA
1953
Wealthstream Advisors
New York
$627K +$514 +2 +0.1%
CWA
1954
Consilio Wealth Advisors
Washington
$627K +$36.2K +141 +6%
EWM
1955
Elevatus Welath Management
New York
$626K +$321K +1,248 +100%
UOC
1956
UBS O'Connor
Illinois
$626K -$257K -1,000 -29%
CC
1957
Constitution Capital
Connecticut
$626K +$154K +600 +32%
WIM
1958
Westside Investment Management
California
$625K +$3.85K +15 +0.6%
GSB
1959
Greenfield Savings Bank
Massachusetts
$625K +$52.9K +206 +9%
NB
1960
NBT Bank
New York
$624K +$641K +2,495 New
SC
1961
Syon Capital
California
$624K +$641K +2,494 New
PFM
1962
Phillips Financial Management
Indiana
$624K +$16.7K +65 +3%
CWMU
1963
Caliber Wealth Management (Utah)
Utah
$624K +$2.31K +9 +0.4%
SI
1964
Saxon Interests
Texas
$624K +$640K +2,492 New
AWM
1965
Affinity Wealth Management
Delaware
$622K -$128K -500 -17%
ANBT
1966
American National Bank & Trust
Texas
$622K +$151K +588 +31%
JSC
1967
Jackson Square Capital
California
$622K +$638K +2,485 New
CCM
1968
Check Capital Management
California
$621K +$231K +900 +57%
SFFS
1969
Stonehage Fleming Financial Services
Jersey
$621K -$146K -570 -19%
EL
1970
Essex LLC
Illinois
$620K +$424K +1,650 +199%
MWM
1971
Maripau Wealth Management
Indiana
$620K +$636K +2,477 New
CTB
1972
Country Trust Bank
Illinois
$619K +$19.3K +75 +3%
CAM
1973
Covenant Asset Management
New Jersey
$615K +$28.3K +110 +5%
NL
1974
Navalign LLC
California
$615K -$14.9K -58 -2%
KCPG
1975
Kavar Capital Partners Group
Kansas
$614K -$617K -2,400 -49%
77 78
79
80 81