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Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1901
Tradewinds LLC
North Carolina
$18M -$54.7K -236 -0.3%
ORC
1902
O'Rourke & Company
Massachusetts
$18M -$7.49M -32,344 -39%
IRAG
1903
Investment Research & Advisory Group
Georgia
$18M -$329K -1,422 -2%
RCYC
1904
Richard C. Young & Co
Rhode Island
$18M +$150K +646 +0.8%
OCM
1905
Once Capital Management
New York
$18M +$4.03M +17,400 +27%
CPC
1906
Consolidated Planning Corp
Georgia
$17.9M +$879K +3,793 +5%
CPWA
1907
Cerro Pacific Wealth Advisors
California
$17.9M -$91.3K -394 -0.5%
HCA
1908
Harbor Capital Advisors
Illinois
$17.9M -$1.17M -5,032 -6%
BB
1909
Berkshire Bank
Massachusetts
$17.9M -$2.07M -8,914 -10%
FCA
1910
FLC Capital Advisors
California
$17.9M +$1.73M +7,450 +10%
ICP
1911
Interchange Capital Partners
Pennsylvania
$17.9M +$9.26M +39,990 +99%
ISB
1912
Iowa State Bank
Iowa
$17.9M +$543K +2,345 +3%
MJP
1913
Michael J. Puzo
$17.8M -$821K -3,543 -4%
HCA
1914
Horan Capital Advisors
Ohio
$17.8M +$475K +2,049 +3%
ICP
1915
Ironvine Capital Partners
Nebraska
$17.8M -$38.2K -165 -0.2%
WAM
1916
Wolverine Asset Management
Illinois
$17.8M +$17.6M +75,826 +1,761%
CAM
1917
Cidel Asset Management
Ontario, Canada
$17.8M -$547K -2,361 -3%
MCM
1918
M1 Capital Management
Michigan
$17.8M +$99.2K +428 +0.5%
SHFA
1919
SS&H Financial Advisors
Michigan
$17.7M -$202K -870 -1%
AIM
1920
Acropolis Investment Management
Missouri
$17.7M -$39.4K -170 -0.2%
SIA
1921
SeaBridge Investment Advisors
New Jersey
$17.7M -$1.59M -6,856 -8%
AGAM
1922
Avalon Global Asset Management
California
$17.7M +$292K +1,260 +2%
CF
1923
Cantor Fitzgerald
New York
$17.7M +$12.4M +53,535 +206%
AGM
1924
Aragon Global Management
Florida
$17.6M – – –
BAM
1925
Bell Asset Management
Australia
$17.6M +$2.77M +11,951 +18%
75 76
77
78 79