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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1601
Evermay Wealth Management
Virginia
$723K -$100K -1,893 -12%
GBBWRPM
1602
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$723K +$1.22K +23 +0.2%
HTHT
1603
Hemenway Trust Hemenway Trust
New Hampshire
$721K +$56.1K +1,060 +9%
GSC
1604
G&S Capital
Colorado
$718K – – –
SIC
1605
SFE Investment Counsel
California
$716K -$24.1K -456 -3%
BCWM
1606
Blue Chip Wealth Management
Florida
$716K +$8.42K +159 +1%
PIA
1607
Pinion Investment Advisors
Kansas
$715K -$64.4K -1,217 -8%
SP
1608
Successful Portfolios
Florida
$711K +$13.7K +259 +2%
MCA
1609
Mercer Capital Advisers
New Jersey
$710K +$16.5K +312 +2%
SCI
1610
Stableford Capital II
Arizona
$707K -$21.9K -414 -3%
HCM
1611
Howland Capital Management
Massachusetts
$706K +$68.9K +1,301 +11%
CAN
1612
Claraphi Advisory Network
United States
$705K -$159K -3,010 -19%
DAM
1613
Doheny Asset Management
California
$704K – – –
SAM
1614
Sequent Asset Management
Texas
$703K – – –
BCA
1615
Bray Capital Advisors
Florida
$702K -$3.44K -65 -0.5%
MLFP
1616
MPS Loria Financial Planners
Illinois
$701K -$114K -2,149 -14%
B
1617
Bridgeworth
Alabama
$698K +$79.8K +1,508 +11%
KIA
1618
Kopp Investment Advisors
Minnesota
$695K +$13K +246 +2%
NJBEST
1619
New Jersey Better Educational Savings Trust
New Jersey
$694K -$159K -3,000 -19%
HH
1620
HWG Holdings
Texas
$694K +$203K +3,826 +42%
WG
1621
Winton Group
United Kingdom
$686K +$82.4K +1,557 +14%
BC
1622
Brookfield Corp
Ontario, Canada
$681K -$191K -3,600 -22%
MCWS
1623
McKinley Carter Wealth Services
West Virginia
$678K -$15.9K -301 -2%
FCAG
1624
First Capital Advisors Group
New Jersey
$674K +$4.82K +91 +0.7%
FL
1625
Fort LP
Maryland
$672K +$666K +12,587 New
63 64
65
66 67