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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1801
Kapstone Financial Advisors
Ohio
$20.8M +$3.8K +17 +0%
PCP
1802
Proficio Capital Partners
Massachusetts
$20.7M -$3.87M -17,342 -16%
RCW
1803
Rheos Capital Works
Japan
$20.7M +$19.9M +89,000 New
LT
1804
Legacy Trust
Michigan
$20.6M -$494K -2,214 -2%
GCAC
1805
Guardian Capital Advisors (Canada)
Ontario, Canada
$20.6M +$313K +1,401 +2%
SIS
1806
Sound Income Strategies
Florida
$20.6M +$282K +1,262 +1%
MJP
1807
Michael J. Puzo
$20.6M -$125K -558 -0.6%
AIA
1808
AIMZ Investment Advisors
California
$20.6M -$86.6K -388 -0.4%
LTI
1809
Laffer Tengler Investments
Tennessee
$20.5M +$221K +989 +1%
RMAM
1810
Raab & Moskowitz Asset Management
New Jersey
$20.5M -$281K -1,259 -1%
WIM
1811
Westside Investment Management
California
$20.4M -$202K -903 -1%
EWM
1812
EPG Wealth Management
Georgia
$20.4M +$19.6M +87,547 New
UE
1813
Unisphere Establishment
Liechtenstein
$20.4M -$1.51M -6,750 -7%
CI
1814
Carroll Investors
South Carolina
$20.4M +$302K +1,354 +2%
WIS
1815
Wright Investors Service
Connecticut
$20.4M +$1.3M +5,841 +7%
FDCP
1816
Foster Dykema Cabot & Partners
Massachusetts
$20.3M +$656K +2,938 +3%
BB
1817
Berkshire Bank
Massachusetts
$20.3M +$644K +2,883 +3%
EAM
1818
EULAV Asset Management
Florida
$20.3M +$894K +4,003 +5%
AFP
1819
Ausdal Financial Partners
Iowa
$20.3M +$657K +2,943 +4%
RRA
1820
Round Rock Advisors
Connecticut
$20.2M -$963K -4,314 -5%
PAM
1821
Pegasus Asset Management
New York
$20.1M -$620K -2,777 -3%
AW
1822
Atlas Wealth
Ohio
$20.1M -$19.3M -86,270 -50%
DDC
1823
DF Dent & Co
Maryland
$20.1M -$1.83M -8,190 -9%
GLR
1824
Great Lakes Retirement
Ohio
$20.1M +$575K +2,575 +3%
TF
1825
Trek Financial
Arizona
$20.1M -$11.1M -49,589 -37%
71 72
73
74 75