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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
1601
Chas P. Smith & Associates (CPS)
Florida
$556K +$120K +1,085 +29%
MCM
1602
Manchester Capital Management
Vermont
$555K -$994 -9 -0.2%
WIC
1603
Whitegate Investment Counselors
New Hampshire
$554K -$7.18K -65 -1%
SS
1604
Simplicity Solutions
Minnesota
$553K +$18.6K +168 +4%
MCM
1605
Maryland Capital Management
Maryland
$542K – – –
SBSB
1606
Sullivan, Bruyette, Speros & Blaney
Virginia
$542K +$22.1K +200 +4%
PP
1607
PagnatoKarp Partners
Virginia
$541K +$309K +2,800 +144%
BST
1608
Bath Savings Trust
Maine
$540K +$61.8K +560 +13%
WI
1609
Wedgewood Investors
Pennsylvania
$539K – – –
YL
1610
YCG LLC
Texas
$533K +$55.9K +506 +12%
JA
1611
JLB & Associates
Michigan
$532K -$15.5K -140 -3%
FI
1612
FormulaFolio Investments
Michigan
$530K +$200K +1,807 +64%
UC
1613
Unio Capital
New Jersey
$530K +$514K +4,650 New
HA
1614
Harfst & Associates
Wyoming
$528K +$8.06K +73 +2%
MWM
1615
Mission Wealth Management
California
$526K -$18.3K -166 -3%
RGIA
1616
Rainier Group Investment Advisory
Washington
$525K – – –
CFA
1617
Capstone Financial Advisors
Illinois
$525K +$442 +4 +0.1%
PWAG
1618
Polaris Wealth Advisory Group
California
$524K +$19.7K +178 +4%
TPW
1619
Tiller Private Wealth
Pennsylvania
$523K +$22.3K +202 +5%
BFO
1620
Biltmore Family Office
North Carolina
$523K +$506K +4,584 New
KSA
1621
Ken Stern & Associates
California
$522K -$3.09K -28 -0.6%
LBA
1622
Letko, Brosseau & Associates
Quebec, Canada
$520K – – –
BCM
1623
Bienville Capital Management
New York
$520K +$25.4K +230 +5%
WP
1624
WealthPLAN Partners
Nebraska
$513K -$99.7K -903 -17%
PWPS
1625
Pinnacle Wealth Planning Services
Ohio
$510K +$494K +4,471 New
63 64
65
66 67