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Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1851
Charter Oak Capital Management
New Hampshire
$968K +$99.3K +1,760 +12%
WIS
1852
Wright Investors Service
Connecticut
$959K -$119K -2,102 -11%
ACWM
1853
Adams Chetwood Wealth Management
North Carolina
$957K +$13K +230 +1%
GWS
1854
Glassman Wealth Services
Virginia
$956K -$46.3K -820 -5%
KFC
1855
Klingenstein Fields & Co
New York
$952K -$18.2K -322 -2%
WA
1856
Wealth Advisors
California
$952K +$250K +4,436 +37%
TWP
1857
Tempus Wealth Planning
California
$951K +$34.9K +619 +4%
KAS
1858
Kemnay Advisory Services
New York
$951K +$923K +16,354 New
KFGK
1859
Keystone Financial Group (Kentucky)
Kentucky
$949K -$10.6K -187 -1%
LFG
1860
Lazard Frères Gestion
France
$949K – – –
ICM
1861
Islay Capital Management
Texas
$949K +$55.6K +985 +6%
CFFP
1862
Center for Financial Planning
Michigan
$948K +$11.7K +207 +1%
SAM
1863
Security Asset Management
New York
$948K +$335K +5,931 +57%
IGGA
1864
Iron Gate Global Advisors
Utah
$948K +$711K +12,593 +338%
TC
1865
Toews Corporation
New Jersey
$948K +$920K +16,300 New
TFA
1866
Teamwork Financial Advisors
Texas
$946K -$278K -4,920 -23%
FPGK
1867
Financial Partners Group (Kansas)
Kansas
$946K +$126K +2,237 +16%
BFA
1868
Beaumont Financial Advisors
Massachusetts
$944K -$51.1K -906 -5%
PCG
1869
Private Capital Group
Connecticut
$943K -$704K -12,468 -43%
TWM
1870
Tradition Wealth Management
Minnesota
$943K -$140K -2,475 -13%
PGIM
1871
Pacific Global Investment Management
California
$942K -$48K -850 -5%
GCMG
1872
Gyroscope Capital Management Group
Florida
$942K -$10.5K -186 -1%
S
1873
SimplyRich
California
$942K +$195K +3,451 +27%
LMAM
1874
Legg Mason Asset Management
Japan
$941K – – –
PL
1875
Plancorp LLC
Missouri
$941K +$2.26K +40 +0.2%
73 74
75
76 77