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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1901
Mirabaud & Cie
Switzerland
$15.3M +$14.6M +79,244 New
WFAG
1902
Wescott Financial Advisory Group
Pennsylvania
$15.2M +$124K +674 +0.9%
LIP
1903
Liontrust Investment Partners
United Kingdom
$15.2M +$923K +5,000 +7%
SHFA
1904
SS&H Financial Advisors
Michigan
$15.2M -$92.3K -500 -0.6%
CAC
1905
Certified Advisory Corp
Florida
$15.2M +$14.6M +78,847 New
FHC
1906
First Heartland Consultants
Missouri
$15.2M -$675K -3,655 -4%
FA
1907
Fermata Advisors
California
$15.2M -$435K -2,358 -3%
RZH
1908
Relyea Zuckerberg Hanson
Connecticut
$15.2M +$105K +570 +0.7%
CCM
1909
Carlson Capital Management
Minnesota
$15.2M +$1.34M +7,271 +10%
WFG
1910
Wills Financial Group
Virginia
$15.2M -$432K -2,342 -3%
TCM
1911
Trybe Capital Management
Connecticut
$15.1M – – –
KWM
1912
Koa Wealth Management
California
$15.1M +$14.5M +78,540 New
FAG
1913
Financial Advisory Group
Texas
$15.1M -$61.9K -335 -0.4%
NF
1914
Nikulski Financial
Iowa
$15.1M +$91.4K +495 +0.6%
QWM
1915
Quadcap Wealth Management
Texas
$15.1M +$14.5M +78,372 New
WMA
1916
Wealth Management Associates
New Jersey
$15.1M -$70.3K -381 -0.5%
MPW
1917
Monterey Private Wealth
California
$15.1M +$519K +2,809 +4%
FNC
1918
First National Corp
Massachusetts
$15.1M -$34K -184 -0.2%
CC
1919
Capital Counsel
New York
$15M -$46.9K -254 -0.3%
AGAM
1920
Avalon Global Asset Management
California
$15M -$92.3K -500 -0.6%
SP
1921
Stonebrook Private
Michigan
$14.9M +$14.3M +77,609 New
CCMINC
1922
Cardinal Capital Management Inc (North Carolina)
North Carolina
$14.9M -$93.2K -505 -0.6%
EAMA
1923
EFG Asset Management (Americas)
Florida
$14.9M -$133K -719 -0.9%
AWA
1924
Aaron Wealth Advisors
Illinois
$14.9M -$28.7M -155,313 -67%
MA
1925
MJP Associates
Connecticut
$14.9M -$4.2M -22,731 -23%
75 76
77
78 79