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Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
1926
Allen Capital Group
Nebraska
$10.5M +$417K +2,756 +4%
BWA
1927
Blodgett Wealth Advisors
California
$10.5M +$1.04M +6,868 +10%
MCM
1928
Mattern Capital Management
Colorado
$10.5M -$261K -1,723 -2%
BWL
1929
Bogart Wealth LLC
Virginia
$10.5M +$1.63M +10,737 +16%
LCC
1930
Lincoln Capital Corp
Rhode Island
$10.5M -$74.5K -492 -0.6%
HCM
1931
Hodges Capital Management
Texas
$10.5M -$707K -4,667 -6%
QFA
1932
Quantum Financial Advisors
California
$10.5M +$9.38M +61,930 New
IWA
1933
IVC Wealth Advisors
Pennsylvania
$10.5M -$376K -2,486 -3%
AFT
1934
Alpha Family Trust
California
$10.4M +$2.82M +18,610 +32%
DBIA
1935
Dumont & Blake Investment Advisors
New Jersey
$10.4M -$173K -1,140 -1%
SIA
1936
Strategic Investment Advisors
Michigan
$10.4M +$627K +4,143 +6%
CPC
1937
Consolidated Planning Corp
Georgia
$10.4M +$6.51M +43,008 +130%
BSB
1938
Bangor Savings Bank
Maine
$10.4M +$11.5M +76,056 New
TIA
1939
Tiemann Investment Advisors
California
$10.4M -$125K -823 -1%
IFS
1940
Ifrah Financial Services
Arkansas
$10.4M -$29.4K -194 -0.3%
EWM
1941
Evermay Wealth Management
Virginia
$10.4M -$475K -3,137 -4%
UF
1942
Univest Financial
Pennsylvania
$10.4M +$75.1K +496 +0.7%
GMA
1943
Glassy Mountain Advisors
Maryland
$10.4M -$224K -1,478 -2%
BHB
1944
Bank Hapoalim BM
Israel
$10.3M -$1.32M -8,737 -10%
BCM
1945
Birch Capital Management
Texas
$10.3M +$15.1K +100 +0.1%
ACA
1946
Atlas Capital Advisors
Wyoming
$10.3M +$2.41M +15,920 +27%
LA
1947
Legacy Advisors
Pennsylvania
$10.3M -$31.8K -210 -0.3%
NG
1948
NatWest Group
United Kingdom
$10.3M +$207K +1,366 +2%
ATIA
1949
American Trust Investment Advisors
New Hampshire
$10.3M -$93.9K -620 -0.8%
HFS
1950
Howard Financial Services
Texas
$10.3M +$764K +5,044 +7%
76 77
78
79 80