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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1926
HC Advisors
Georgia
$702K +$716K +12,735 New
SIC
1927
SFE Investment Counsel
California
$699K +$50.6K +900 +8%
MCA
1928
Mercer Capital Advisers
New Jersey
$697K – – –
MG
1929
Mather Group
Illinois
$695K +$31K +551 +5%
BAM
1930
Brave Asset Management
New Jersey
$693K +$41.4K +736 +6%
LWCFA
1931
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$691K +$28.1K +499 +4%
WCM
1932
Weld Capital Management
New York
$690K +$704K +12,518 New
NGA
1933
Naples Global Advisors
Florida
$689K +$3.15K +56 +0.5%
NB
1934
Nicolet Bankshares
Wisconsin
$686K -$114K -2,020 -14%
MAWCM
1935
Mine & Arao Wealth Creation & Management
California
$685K +$113 +2 +0%
WCG
1936
Weaver Consulting Group
California
$684K +$39.3K +698 +6%
SAM
1937
Security Asset Management
New York
$681K – – –
BCA
1938
Bray Capital Advisors
Florida
$678K – – –
TL
1939
TrueWealth LLC
Georgia
$678K +$5.74K +102 +0.8%
LRPA
1940
L. Roy Papp & Associates
Arizona
$678K +$179K +3,175 +35%
CIM
1941
CIM Investment Management
Pennsylvania
$676K – – –
KC
1942
Kingfisher Capital
North Carolina
$674K -$3.54K -63 -0.5%
FFC
1943
First Financial Corp
Indiana
$673K -$35.3K -627 -5%
MLFP
1944
MPS Loria Financial Planners
Illinois
$673K +$114K +2,024 +20%
BWM
1945
Baystate Wealth Management
Massachusetts
$667K -$3.26K -58 -0.5%
SAM
1946
Summit Asset Management
Tennessee
$666K +$4.33K +77 +0.6%
VA
1947
Valmark Advisers
Ohio
$666K +$46.9K +833 +7%
BA
1948
Ballast Advisors
Minnesota
$665K +$92K +1,635 +16%
CCM
1949
Chilton Capital Management
Texas
$664K +$39K +693 +6%
HCM
1950
HMS Capital Management
Tennessee
$664K +$677K +12,040 New
76 77
78
79 80