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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1826
Abbot Financial Management
Massachusetts
$3.68M -$136K -2,996 -4%
AFC
1827
AFT Forsyth & Company
Florida
$3.67M +$565K +12,464 +18%
CPA
1828
Capital Planning Advisors
California
$3.66M -$3.01M -66,436 -46%
RWM
1829
RKL Wealth Management
Pennsylvania
$3.65M -$98K -2,160 -3%
FLI
1830
Family Legacy Inc
South Carolina
$3.65M -$9.25K -204 -0.3%
LCC
1831
Lincoln Capital Corp
Rhode Island
$3.65M +$170K +3,748 +5%
TCM
1832
Tanaka Capital Management
New York
$3.64M – – –
AHC
1833
Anderson Hoagland & Co
Missouri
$3.64M – – –
HHAA
1834
Henry H. Armstrong Associates
Pennsylvania
$3.64M -$48.3K -1,064 -1%
JFL
1835
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.63M -$368K -8,124 -9%
DE
1836
Day & Ennis
Georgia
$3.63M +$54.8K +1,208 +2%
AIM
1837
Allen Investment Management
New York
$3.63M – – –
NIA
1838
Northstar Investment Advisors
Colorado
$3.62M -$53.7K -1,184 -1%
JFM
1839
Jackson Financial Management
California
$3.6M -$158K -3,484 -4%
PCM
1840
Penserra Capital Management
California
$3.6M +$974K +21,468 +68%
VA
1841
Valmark Advisers
Ohio
$3.59M +$193K +4,256 +6%
GCM
1842
Gladius Capital Management
Illinois
$3.59M +$3.52M +77,548 New
KAM
1843
Kazazian Asset Management
Florida
$3.57M -$241K -5,320 -6%
LCM
1844
Leisure Capital Management
California
$3.57M +$14.1K +312 +0.4%
FDS
1845
Freedom Day Solutions
Texas
$3.57M +$59K +1,300 +2%
BIA
1846
BMT Investment Advisors
Pennsylvania
$3.57M – – –
MWM
1847
Modera Wealth Management
New Jersey
$3.57M +$436K +9,624 +14%
CBA
1848
Coastal Bridge Advisors
Connecticut
$3.57M +$914K +20,152 +35%
MIM
1849
Montgomery Investment Management
Maryland
$3.56M – – –
NIC
1850
Northwest Investment Counselors
Oregon
$3.55M -$36.1K -796 -1%
72 73
74
75 76