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Name Holding Trade Value Shares
Change 		Change in
Stake
UCMOK
1851
United Capital Management of KS
Kansas
$20.8M +$388K +1,719 +2%
VW
1852
Vantage Wealth
California
$20.8M -$251K -1,109 -1%
WE
1853
Wealth Effects
Massachusetts
$20.8M -$501K -2,217 -3%
ORC
1854
O'Rourke & Company
Massachusetts
$20.8M +$206K +910 +1%
CM
1855
Cercano Management
Washington
$20.7M -$27.5M -121,764 -60%
LFA
1856
Legacy Financial Advisors
Kentucky
$20.7M +$1.04M +4,588 +6%
RCYC
1857
Richard C. Young & Co
Rhode Island
$20.7M -$42K -186 -0.2%
GFA
1858
Gifford Fong Associates
California
$20.7M – – –
MIH
1859
Meitav Investment House
Israel
$20.7M +$2.49M +11,001 +16%
MCM
1860
M1 Capital Management
Michigan
$20.6M +$14.7K +65 +0.1%
OCM
1861
Once Capital Management
New York
$20.6M – – –
FLII
1862
First Long Island Investors
New York
$20.5M +$909K +4,024 +5%
DWM
1863
Dynasty Wealth Management
Florida
$20.5M +$14.5M +64,374 +398%
KAM
1864
Knightsbridge Asset Management
California
$20.5M -$145K -640 -0.8%
FCA
1865
FLC Capital Advisors
California
$20.5M +$363K +1,607 +2%
TWM
1866
Tanager Wealth Management
United Kingdom
$20.4M +$1.78M +7,881 +11%
TL
1867
Tradewinds LLC
North Carolina
$20.4M +$17.4M +77,172 +2,755%
OL
1868
Optas LLC
Texas
$20.3M +$429K +1,900 +2%
SGA
1869
Strategic Global Advisors
California
$20.3M -$1.03M -4,575 -5%
AGAM
1870
Avalon Global Asset Management
California
$20.3M – – –
CI
1871
Carroll Investors
South Carolina
$20.2M -$155K -688 -0.9%
BFC
1872
Bedel Financial Consulting
Indiana
$20.2M -$195K -861 -1%
AWM
1873
Aviso Wealth Management
Washington
$20.2M -$125K -553 -0.7%
PWA
1874
Physician Wealth Advisors
Utah
$20.2M +$592K +2,620 +3%
WA
1875
WealthTrust Axiom
Pennsylvania
$20.2M +$24.2K +107 +0.1%
73 74
75
76 77