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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1926
SFE Investment Counsel
California
$699K +$50.6K +900 +8%
MCA
1927
Mercer Capital Advisers
New Jersey
$697K – – –
MG
1928
Mather Group
Illinois
$695K +$31K +551 +5%
BAM
1929
Brave Asset Management
New Jersey
$693K +$41.4K +736 +6%
LWCFA
1930
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$691K +$28.1K +499 +4%
WCM
1931
Weld Capital Management
New York
$690K +$704K +12,518 New
NGA
1932
Naples Global Advisors
Florida
$689K +$3.15K +56 +0.5%
NB
1933
Nicolet Bankshares
Wisconsin
$686K -$114K -2,020 -14%
MAWCM
1934
Mine & Arao Wealth Creation & Management
California
$685K +$113 +2 +0%
WCG
1935
Weaver Consulting Group
California
$684K +$39.3K +698 +6%
SAM
1936
Security Asset Management
New York
$681K – – –
BCA
1937
Bray Capital Advisors
Florida
$678K – – –
TL
1938
TrueWealth LLC
Georgia
$678K +$5.74K +102 +0.8%
LRPA
1939
L. Roy Papp & Associates
Arizona
$678K +$179K +3,175 +35%
CIM
1940
CIM Investment Management
Pennsylvania
$676K – – –
KC
1941
Kingfisher Capital
North Carolina
$674K -$3.54K -63 -0.5%
FFC
1942
First Financial Corp
Indiana
$673K -$35.3K -627 -5%
MLFP
1943
MPS Loria Financial Planners
Illinois
$673K +$114K +2,024 +20%
BWM
1944
Baystate Wealth Management
Massachusetts
$667K -$3.26K -58 -0.5%
SAM
1945
Summit Asset Management
Tennessee
$666K +$4.33K +77 +0.6%
VA
1946
Valmark Advisers
Ohio
$666K +$46.9K +833 +7%
BA
1947
Ballast Advisors
Minnesota
$665K +$92K +1,635 +16%
CCM
1948
Chilton Capital Management
Texas
$664K +$39K +693 +6%
HCM
1949
HMS Capital Management
Tennessee
$664K +$677K +12,040 New
PAWC
1950
P.A.W. Capital
Connecticut
$662K – – –
76 77
78
79 80