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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1901
WealthTrust Axiom
Pennsylvania
$21.4M -$163K -607 -0.8%
ISB
1902
Iowa State Bank
Iowa
$21.4M +$15.3K +57 +0.1%
HIC
1903
Harbor Island Capital
Massachusetts
$21.4M – – –
NAMM
1904
NorthStar Asset Management (Massachusetts)
Massachusetts
$21.4M -$48.6K -181 -0.2%
COCM
1905
Charter Oak Capital Management
New Hampshire
$21.3M +$219K +816 +1%
RW
1906
Rockport Wealth
Ohio
$21.3M -$184K -684 -0.9%
AFG
1907
Allegheny Financial Group
Pennsylvania
$21.3M +$112K +416 +0.5%
AWM
1908
Aviso Wealth Management
Washington
$21.3M -$267K -996 -1%
NCM
1909
New Capital Management
Texas
$21.2M -$73.6K -274 -0.3%
FC
1910
Financial Consulate
Maryland
$21.2M -$141K -526 -0.7%
AAA
1911
Adams Asset Advisors
Texas
$21.2M -$1.98M -7,394 -9%
MCM
1912
McDonough Capital Management
Florida
$21.2M +$2.83M +10,529 +3%
REST
1913
Retail Employees Superannuation Trust
$21.2M +$20.9M +77,905 New
AGAM
1914
AK Global Asset Management
California
$21.2M +$20.9M +77,872 New
LAM
1915
L2 Asset Management
Massachusetts
$21.2M +$2.35M +8,770 +13%
FIB
1916
First Interstate Bank
Montana
$21.2M -$1.28M -4,778 -6%
GCM
1917
Gibraltar Capital Management
Oklahoma
$21.2M -$342K -1,273 -2%
NCM
1918
Neumann Capital Management
California
$21.2M -$6.44K -24 -0%
TL
1919
Tradewinds LLC
North Carolina
$21.2M -$580K -2,159 -3%
BFC
1920
Bedel Financial Consulting
Indiana
$21.1M -$441K -1,641 -2%
SC
1921
Slow Capital
California
$21.1M -$2.54M -9,465 -11%
TWM
1922
Tanager Wealth Management
United Kingdom
$21.1M -$677K -2,521 -3%
RWP
1923
Ridgecrest Wealth Partners
California
$21.1M -$7.65M -28,482 -27%
SFCL
1924
Strengthening Families & Communities LLC
Massachusetts
$21.1M +$827K +3,080 +4%
PFGIA
1925
Patriot Financial Group Insurance Agency
Massachusetts
$21.1M +$256K +955 +1%
75 76
77
78 79