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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1151
Cabot Wealth Management
Massachusetts
$25.5M -$165K -1,049 -0.6%
LW
1152
Linscomb Wealth
Texas
$25.4M +$455K +2,900 +2%
RCM
1153
RNC Capital Management
California
$25.3M -$84.9K -541 -0.3%
GLLW
1154
Graves Light Lenhart Wealth
Virginia
$25.3M -$80.2K -511 -0.3%
PIP
1155
Peachtree Investment Partners
Florida
$25.3M +$532K +3,387 +2%
DLCIG
1156
D.L. Carlson Investment Group
New Hampshire
$25.3M -$596K -3,798 -2%
SAM
1157
Secure Asset Management
Michigan
$25.3M +$646K +4,118 +2%
MWM
1158
Modera Wealth Management
New Jersey
$25.3M -$755K -4,809 -3%
MIP
1159
Marietta Investment Partners
Wisconsin
$25.2M -$651K -4,146 -2%
PIM
1160
Penobscot Investment Management
Massachusetts
$25.2M +$78K +497 +0.3%
KFS
1161
Kurt F. Somerville
$25.2M -$695K -4,428 -2%
NGA
1162
Naples Global Advisors
Florida
$25.2M +$21.7K +138 +0.1%
OWA
1163
One Wealth Advisors
California
$25.2M +$175K +1,115 +0.6%
VNA
1164
Valley National Advisers
Pennsylvania
$25.2M +$341K +2,171 +1%
TCM
1165
Thames Capital Management
New Jersey
$25.1M – – –
CAL
1166
Capital Analysts LLC
Pennsylvania
$25.1M +$6.51M +41,501 +30%
AF
1167
Alerus Financial
North Dakota
$25M -$283K -1,804 -1%
SAM
1168
SignalPoint Asset Management
Missouri
$25M -$1.09M -6,963 -4%
TA
1169
TruWealth Advisors
Louisiana
$24.9M +$706K +4,500 +3%
KWA
1170
KCS Wealth Advisory
California
$24.9M +$302K +1,926 +1%
WWM
1171
Westwood Wealth Management
California
$24.9M -$1.24M -7,932 -4%
RIA
1172
Realta Investment Advisors
Delaware
$24.9M -$291K -1,855 -1%
GGI
1173
Godsey & Gibb Inc
Virginia
$24.9M -$870K -5,541 -3%
BC
1174
Belmont Capital
California
$24.9M +$54.9K +350 +0.2%
IGWM
1175
ICA Group Wealth Management
Colorado
$24.8M +$597K +3,802 +2%
45 46
47
48 49