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Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
1826
Deroy & Devereaux Private Investment Counsel
Michigan
$15M -$1.54M -8,469 -9%
LWA
1827
Lineweaver Wealth Advisors
Ohio
$15M +$173K +951 +1%
WGC
1828
Watts Gwilliam & Co
Arizona
$15M +$14.6M +80,120 New
BWM
1829
BNC Wealth Management
Oregon
$15M +$613K +3,370 +4%
HI
1830
Humankind Investments
New York
$15M +$532K +2,928 +3%
DPIM
1831
Duff & Phelps Investment Management
Illinois
$15M +$1.13M +6,241 +8%
GCAC
1832
Guardian Capital Advisors (Canada)
Ontario, Canada
$15M +$1.14M +6,245 +8%
NCM
1833
New Capital Management
Texas
$14.9M – – –
MCM
1834
Mattern Capital Management
Colorado
$14.9M +$117K +642 +0.7%
GPI
1835
General Partner Inc
Pennsylvania
$14.9M +$1.03M +5,675 +7%
GH
1836
GAM Holding
Switzerland
$14.9M -$1.08M -5,931 -6%
HBCM
1837
Heron Bay Capital Management
Michigan
$14.9M +$364 +2 +0%
MAM
1838
Montchanin Asset Management
Delaware
$14.9M +$15.8M +86,754 New
RFG
1839
RFP Financial Group
Georgia
$14.9M -$2.04M -11,203 -11%
GWANC
1840
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.8M -$70.7K -389 -0.4%
BIG
1841
Brooklyn Investment Group
New York
$14.8M -$48.5K -267 -0.3%
FLII
1842
First Long Island Investors
New York
$14.8M -$29.1K -160 -0.2%
HI
1843
Hoey Investments
Pennsylvania
$14.8M -$25.5M -140,249 -62%
FCA
1844
FinTrust Capital Advisors
South Carolina
$14.8M -$3.77M -20,717 -19%
NC
1845
NBW Capital
Massachusetts
$14.8M -$131K -718 -0.8%
ST
1846
Sabal Trust
Florida
$14.8M -$828K -4,552 -5%
AW
1847
Atlas Wealth
Ohio
$14.8M -$138K -758 -0.9%
PCS
1848
Personal CFO Solutions
New Jersey
$14.8M +$38.2K +210 +0.2%
CI
1849
Carroll Investors
South Carolina
$14.8M -$286K -1,572 -2%
IRAG
1850
Investment Research & Advisory Group
Georgia
$14.8M +$125K +690 +0.8%
72 73
74
75 76