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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1776
PDS Planning
Ohio
$17.2M -$10.4M -59,400 -40%
SIC
1777
SFE Investment Counsel
California
$17.1M -$562K -3,225 -4%
NC
1778
NBW Capital
Massachusetts
$17.1M -$104K -598 -0.7%
BCM
1779
Banyan Capital Management
Georgia
$17.1M -$614K -3,522 -4%
CCM
1780
Carderock Capital Management
Maryland
$17M -$111K -638 -0.7%
HBCM
1781
Heron Bay Capital Management
Michigan
$17M +$4.63M +26,589 +44%
BCA
1782
Bay Colony Advisors
Massachusetts
$17M +$320K +1,834 +2%
PCA
1783
Prosperity Capital Advisors
Ohio
$16.9M +$657K +3,768 +5%
OBWG
1784
Onyx Bridge Wealth Group
New York
$16.9M +$2.01M +11,521 +15%
AW
1785
Atlas Wealth
Ohio
$16.8M -$229K -1,312 -1%
FHC
1786
First Heartland Consultants
Missouri
$16.8M -$342K -1,964 -2%
VW
1787
Vantage Wealth
California
$16.8M -$96.7K -555 -0.6%
HI
1788
Humankind Investments
New York
$16.8M +$435K +2,497 +3%
PC
1789
Pecaut & Co
Iowa
$16.8M -$114K -653 -0.7%
PWS
1790
Peterson Wealth Services
Utah
$16.8M +$77.2K +443 +0.5%
AG
1791
AIA Group
Hong Kong
$16.7M +$4.71M +27,019 +46%
JHCP
1792
Jackson Hole Capital Partners
Oklahoma
$16.7M -$905K -5,193 -6%
RPGK
1793
Retirement Planning Group (Kansas)
Kansas
$16.7M +$316K +1,813 +2%
LFG
1794
Larson Financial Group
Missouri
$16.7M +$632K +3,628 +4%
IRAG
1795
Investment Research & Advisory Group
Georgia
$16.7M – – –
BCM
1796
Blume Capital Management
California
$16.7M -$23.5K -135 -0.2%
SAM
1797
Synergy Asset Management
Washington
$16.7M -$293K -1,682 -2%
TWM
1798
Tanager Wealth Management
United Kingdom
$16.7M +$2.2M +12,632 +17%
FDCC
1799
Foster Dykema Cabot & Co
Massachusetts
$16.6M -$88.9K -510 -0.6%
MP
1800
McDonald Partners
Ohio
$16.6M -$699K -4,009 -4%
70 71
72
73 74