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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1926
Cidel Asset Management
Ontario, Canada
$18.3M -$75.5K -338 -0.4%
ML
1927
McAdam LLC
Pennsylvania
$18.3M +$1.09M +4,883 +7%
SF
1928
Symphony Financial
Texas
$18.3M +$450K +2,015 +3%
UCMOK
1929
United Capital Management of KS
Kansas
$18.3M -$3.31M -14,809 -16%
AGAM
1930
Avalon Global Asset Management
California
$18.2M – – –
SSWM
1931
Strait & Sound Wealth Management
California
$18.2M -$116K -520 -0.7%
EAM
1932
Empirical Asset Management
Massachusetts
$18.2M -$1.14M -5,108 -2%
ISB
1933
Iowa State Bank
Iowa
$18.2M -$1.1M -4,932 -6%
JHCP
1934
Jackson Hole Capital Partners
Oklahoma
$18.2M -$15.2K -68 -0.1%
CAC
1935
Certified Advisory Corp
Florida
$18.2M -$176K -788 -1%
HWMO
1936
Heritage Wealth Management (Ohio)
Ohio
$18.2M -$1.02M -4,584 -6%
AC
1937
AlphaCore Capital
California
$18.1M -$217K -973 -1%
KWM
1938
Keebeck Wealth Management
Illinois
$18.1M -$46.7K -209 -0.3%
HNW
1939
High Note Wealth
Minnesota
$18.1M -$28.6K -128 -0.2%
TA
1940
TFG Advisers
Michigan
$18.1M -$513K -2,296 -3%
WAS
1941
WESPAC Advisors SoCal
California
$18.1M +$266K +1,190 +2%
MPW
1942
Monterey Private Wealth
California
$18.1M -$86K -385 -0.5%
CCG
1943
Catalina Capital Group
California
$18.1M +$1.3M +5,812 +8%
FCFC
1944
First Commonwealth Financial Corp
Pennsylvania
$18.1M +$355K +1,588 +2%
CC
1945
Capital Counsel
New York
$18.1M +$100K +450 +0.6%
FMB
1946
Field & Main Bank
Kentucky
$18.1M -$324K -1,450 -2%
OL
1947
Optas LLC
Texas
$18M +$1.47M +6,601 +9%
PAS
1948
Professional Advisory Services
Florida
$18M -$114K -512 -0.7%
AT
1949
American Trust
Kentucky
$18M +$1.14M +5,118 +7%
AWCI
1950
Alpine Woods Capital Investors
New York
$18M -$615K -2,755 -3%
76 77
78
79 80