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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1926
Lafayette Investments
Maryland
$466K -$1.9K -33 -0.4%
OFW
1927
Omnia Family Wealth
Florida
$463K -$51.1K -886 -10%
GC
1928
Grace Capital
Massachusetts
$461K – – –
BBWA
1929
Bell & Brown Wealth Advisors
California
$460K +$6.17K +107 +1%
BBA
1930
Braun-Bostich & Associates
Pennsylvania
$460K +$189K +3,277 +69%
SC
1931
SRB Corp
Massachusetts
$459K -$277K -4,815 -37%
WC
1932
Weil Company
California
$458K -$128K -2,230 -22%
CIC
1933
Chase Investment Counsel
Virginia
$458K – – –
CWM
1934
Campbell Wealth Management
Virginia
$458K +$65.4K +1,135 +16%
GSWM
1935
Golden State Wealth Management
California
$456K +$4.55K +79 +1%
CPA
1936
Capital Planning Advisors
California
$454K -$6.91K -120 -1%
SCP
1937
Stamos Capital Partners
California
$453K -$288K -5,000 -38%
EAMA
1938
EFG Asset Management (Americas)
Florida
$453K -$22.2K -386 -5%
RPC
1939
Rossmore Private Capital
Connecticut
$453K -$9.85K -171 -2%
GAM
1940
Gemmer Asset Management
California
$451K +$85K +1,476 +23%
MWM
1941
MinichMacGregor Wealth Management
New York
$449K +$25.2K +438 +6%
SCM
1942
Smith Capital Management
Arkansas
$448K +$27.5K +478 +6%
FBP
1943
Flippin Bruce & Porter
Virginia
$446K -$8.3K -144 -2%
GCM
1944
Grisanti Capital Management
New York
$446K – – –
BCA
1945
Berman Capital Advisors
Georgia
$445K +$85K +1,476 +23%
CFS
1946
CRA Financial Services
New Jersey
$444K -$22.9K -397 -5%
LC
1947
Lourd Capital
California
$444K +$60.8K +1,055 +16%
CA
1948
Cambridge Advisors
Nebraska
$440K +$807 +14 +0.2%
OFS
1949
OneAscent Financial Services
Alabama
$440K +$444K +7,699 New
HT
1950
Heritage Trust
Oklahoma
$438K -$5.76K -100 -1%
76 77
78
79 80