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Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1926
Armstrong Advisory Group
Massachusetts
$22.2M -$120K -420 -0.5%
WJS
1927
William John Sempolinski
Massachusetts
$22.2M +$21.9M +76,551 New
AW
1928
Atlas Wealth
Ohio
$22.1M -$401K -1,401 -2%
TVPW
1929
Third View Private Wealth
Connecticut
$22.1M +$1.88M +6,588 +9%
ORC
1930
O'Rourke & Company
Massachusetts
$22.1M -$225K -786 -1%
FIB
1931
First Interstate Bank
Montana
$22.1M -$784K -2,742 -3%
MCM
1932
Mattern Capital Management
Colorado
$22.1M -$354K -1,238 -2%
CTA
1933
Clear Trail Advisors
Texas
$22.1M -$792K -2,770 -4%
MCM
1934
MV Capital Management
Maryland
$22.1M -$774K -2,707 -3%
3IP
1935
3Chopt Investment Partners
Virginia
$22M +$1.58M +5,530 +8%
FC
1936
Financial Consulate
Maryland
$22M -$363K -1,270 -2%
CC
1937
Capital Counsel
New York
$22M -$78.7K -275 -0.4%
DW30
1938
Drucker Wealth 3.0
New Jersey
$21.9M +$403K +1,410 +2%
CIM
1939
Coleford Investment Management
Canada
$21.9M -$410K -1,435 -2%
FMB
1940
Field & Main Bank
Kentucky
$21.9M -$30.6K -107 -0.1%
CL
1941
CLG LLC
California
$21.9M -$462K -1,615 -2%
A
1942
Argentarii
Ohio
$21.8M +$313K +1,095 +2%
KWS
1943
Keystone Wealth Services
California
$21.8M +$112K +393 +0.5%
HNW
1944
High Note Wealth
Minnesota
$21.8M +$45.8K +160 +0.2%
FPCP
1945
Fort Point Capital Partners
California
$21.7M +$1.8M +6,304 +9%
LTI
1946
Laffer Tengler Investments
Tennessee
$21.7M +$42.6K +149 +0.2%
MWM
1947
Mattern Wealth Management
Kansas
$21.7M +$1.09M +3,803 +5%
TL
1948
Tradewinds LLC
North Carolina
$21.7M -$13.9M -48,487 -65%
GEM
1949
Global Endowment Management
North Carolina
$21.6M -$1.27M -4,438 -6%
SC
1950
Slow Capital
California
$21.6M -$1.44M -5,023 -6%
76 77
78
79 80