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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1901
AlphaCore Capital
California
$20.9M +$1.28M +5,450 +7%
ORC
1902
O'Rourke & Company
Massachusetts
$20.8M -$1.63M -6,931 -8%
UHC
1903
Union Heritage Capital
Michigan
$20.8M – – –
DI
1904
Diligent Investors
California
$20.8M -$224K -950 -1%
OFP
1905
OFC Financial Planning
New Jersey
$20.8M +$19.6M +83,173 New
PIMJS
1906
PKO Investment Management Joint-Stock
Poland
$20.8M +$5.66M +24,000 +41%
CCMW
1907
Cypress Capital Management (Wyoming)
Wyoming
$20.8M -$95.2K -404 -0.5%
KCM
1908
Kathmere Capital Management
Pennsylvania
$20.8M +$1.34M +5,693 +7%
SP
1909
Stonebrook Private
Michigan
$20.8M +$134K +570 +0.7%
BCM
1910
Blume Capital Management
California
$20.7M -$137K -582 -0.7%
NCM
1911
New Capital Management
Texas
$20.7M -$152K -646 -0.8%
CAM
1912
Cidel Asset Management
Ontario, Canada
$20.7M +$961K +4,076 +5%
MCM
1913
Mattern Capital Management
Colorado
$20.6M -$734K -3,114 -4%
IRAG
1914
Investment Research & Advisory Group
Georgia
$20.6M -$272K -1,153 -1%
TLCM
1915
Twin Lakes Capital Management
California
$20.6M -$87K -369 -0.4%
FCMC
1916
Founders Capital Management (Connecticut)
Connecticut
$20.6M -$221K -937 -1%
OMC
1917
Overbrook Management Corp
New York
$20.6M -$337K -1,431 -2%
EWM
1918
EPG Wealth Management
Georgia
$20.5M -$1.35M -5,710 -7%
CCG
1919
Chatham Capital Group
Georgia
$20.5M -$104K -442 -0.5%
ML
1920
McAdam LLC
Pennsylvania
$20.4M +$757K +3,210 +4%
CFA
1921
Cahill Financial Advisors
Minnesota
$20.4M -$196K -833 -1%
PMG
1922
ProVise Management Group
Florida
$20.4M -$2.48M -10,543 -11%
NPT
1923
National Philanthropic Trust
Pennsylvania
$20.3M +$4.7M +19,924 +32%
NIM
1924
Nicollet Investment Management
Minnesota
$20.3M -$229K -971 -1%
JCM
1925
Janney Capital Management
Pennsylvania
$20.3M -$403K -1,710 -2%
75 76
77
78 79