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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1926
Bernardo Wealth Planning
Pennsylvania
$598K -$22.4K -126 -3%
BSPF
1927
British Steel Pension Fund
United Kingdom
$597K -$434K -2,437 -41%
BCM
1928
Becker Capital Management
Oregon
$597K -$2.14K -12 -0.3%
SFG
1929
Summit Financial Group
West Virginia
$596K -$748K -4,202 -55%
WCM
1930
Wedge Capital Management
North Carolina
$595K – – –
HHGA
1931
Halbert Hargrove Global Advisors
California
$594K -$12.6K -71 -2%
ECM
1932
Elgethun Capital Management
South Dakota
$594K – – –
HR
1933
Howe & Rusling
New York
$588K – – –
TCPWM
1934
Traverso Chambers Private Wealth Management
California
$587K – – –
ER
1935
Enlightenment Research
Florida
$585K +$124K +695 +26%
CPC
1936
Cookson Peirce & Co
Pennsylvania
$584K +$9.26K +52 +2%
LJAC
1937
L.J. Altfest & Co
New York
$582K -$244K -1,372 -29%
NSIM
1938
North Star Investment Management
Illinois
$580K +$356 +2 +0.1%
TPW
1939
Tiller Private Wealth
Pennsylvania
$578K -$158K -885 -21%
WIC
1940
Woodmont Investment Counsel
Tennessee
$576K – – –
HR
1941
Hayden Royal
North Carolina
$571K +$137K +768 +30%
HTHT
1942
Hemenway Trust Hemenway Trust
New Hampshire
$569K -$24K -135 -4%
RWM
1943
RBA Wealth Management
California
$569K +$87.1K +489 +17%
RBFC
1944
Roman Butler Fullerton & Co
Missouri
$567K -$5.3M -29,740 -90%
SHWM
1945
Smith & Howard Wealth Management
Georgia
$566K +$96.2K +540 +20%
SIAG
1946
Signet Investment Advisory Group
Rhode Island
$562K -$17.8K -100 -3%
TL
1947
TrueWealth LLC
Georgia
$556K – – –
FC
1948
Fulcrum Capital
Washington
$553K +$217K +1,219 +61%
QT
1949
Quantamental Technologies
New York
$551K +$570K +3,201 New
GC
1950
Grimes & Company
Massachusetts
$550K -$9.26K -52 -2%
76 77
78
79 80