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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1801
EPG Wealth Management
Georgia
$16.2M +$797K +5,045 +6%
ORC
1802
O'Rourke & Company
Massachusetts
$16.2M +$14.4M +90,963 New
B
1803
Bensler
Washington
$16.1M +$14.3M +90,760 New
CWC
1804
Carolinas Wealth Consulting
North Carolina
$16.1M -$1.61M -10,158 -10%
RW
1805
RVW Wealth
California
$16.1M -$173K -1,096 -1%
UF
1806
Univest Financial
Pennsylvania
$16.1M -$173K -1,094 -1%
CA
1807
Calton & Associates
Florida
$16M -$797K -5,046 -5%
BS
1808
Bessemer Securities
New York
$16M +$2.38M +15,066 +20%
CAM
1809
Centre Asset Management
New York
$16M -$1.71M -10,826 -11%
AG
1810
Ascent Group
Virginia
$16M +$15.6M +98,445 New
BCM
1811
Bowie Capital Management
Texas
$16M -$1.58M -10,000 -10%
AWMF
1812
Arbor Wealth Management (Florida)
Florida
$16M +$771K +4,879 +6%
CYG
1813
Clean Yield Group
Vermont
$15.9M -$186K -1,179 -1%
CNBTD
1814
Citizens National Bank Trust Department
Mississippi
$15.9M -$8.82M -55,825 -38%
HW
1815
Hamilton Wealth
California
$15.9M +$206K +1,303 +1%
NME
1816
Notis-McConarty Edward
$15.9M -$479K -3,029 -3%
MA
1817
MJP Associates
Connecticut
$15.9M -$421K -2,664 -3%
ATI
1818
Act Two Investors
California
$15.9M -$7.78M -49,250 -35%
CBN
1819
Cadence Bank NA
Texas
$15.9M -$45.8K -290 -0.3%
MC
1820
Mathes Company
New York
$15.8M -$140K -884 -1%
AG
1821
AIA Group
Hong Kong
$15.8M +$768K +4,858 +6%
IP
1822
Isthmus Partners
Wisconsin
$15.8M -$1.04M -6,599 -7%
SSWM
1823
Sheets Smith Wealth Management
North Carolina
$15.8M +$296K +1,872 +2%
SLWA
1824
San Luis Wealth Advisors
California
$15.8M -$766K -4,844 -5%
SWIM
1825
Smallwood Wealth Investment Management
New Jersey
$15.7M +$14M +88,606 New
71 72
73
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