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Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
1926
McDaniel Terry & Co
Texas
$259K – – –
SLA
1927
Silver Lake Advisory
Utah
$258K +$885 +18 +0.4%
ACM
1928
AlphaStar Capital Management
North Carolina
$257K -$11.6K -236 -5%
CCM
1929
Carlson Capital Management
Minnesota
$257K +$11.1K +225 +5%
TI
1930
Truepoint Inc
Ohio
$256K -$80K -1,626 -25%
CCA
1931
Clearwater Capital Advisors
Illinois
$256K +$238K +4,843 New
IP
1932
Intellectus Partners
California
$255K +$443 +9 +0.2%
NCM
1933
Noesis Capital Mangement
Florida
$253K -$22.1K -450 -9%
AW
1934
Alpha Windward
Massachusetts
$253K +$541 +11 +0.2%
EIA
1935
Eldridge Investment Advisors
New Hampshire
$253K +$233K +4,734 New
GCA
1936
Gradient Capital Advisors
California
$252K +$235K +4,769 New
CIC
1937
Chase Investment Counsel
Virginia
$251K – – –
FAM
1938
Flaharty Asset Management
Florida
$251K +$32K +650 +16%
ODG
1939
O'Dell Group
Ohio
$245K +$18.1K +368 +9%
NWM
1940
Northwest Wealth Management
Iowa
$245K +$19.8K +402 +10%
IWA
1941
Inspirion Wealth Advisors
Illinois
$244K -$84.8K -1,725 -27%
VSWA
1942
Vontobel Swiss Wealth Advisors
Switzerland
$242K -$11K -224 -5%
SWK
1943
Stephen W. Kidder
$242K – – –
AL
1944
Aspiriant LLC
California
$241K -$2.32M -47,077 -91%
LF
1945
Lee Financial
Texas
$241K -$2.41K -49 -1%
PWAG
1946
Polaris Wealth Advisory Group
California
$240K -$18.9K -385 -8%
BOIA
1947
Bush ODonnell Investment Advisors
Missouri
$239K – – –
ECAM
1948
East Coast Asset Management
Massachusetts
$238K -$34.4K -700 -13%
HCC
1949
Hirtle Callaghan & Co
Pennsylvania
$238K -$27K -550 -11%
B
1950
Bellecapital
Switzerland
$238K – – –
76 77
78
79 80