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Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
1926
Gifford Fong Associates
California
$20.3M – – –
NFSG
1927
Newbridge Financial Services Group
Florida
$20.3M +$19.1M +81,096 New
MAWA
1928
Moss Adams Wealth Advisors
Washington
$20.3M +$2.05M +8,678 +12%
FZCM
1929
Flynn Zito Capital Management
New York
$20.3M -$206K -876 -1%
DSC
1930
Duncker Streett & Co
Missouri
$20.3M -$252K -1,068 -1%
BBNA
1931
Bremer Bank National Association
Minnesota
$20.2M -$430K -1,824 -2%
WEG
1932
World Equity Group
Illinois
$20.2M -$732K -3,107 -4%
SHFA
1933
SS&H Financial Advisors
Michigan
$20.2M -$35.4K -150 -0.2%
CFGW
1934
Chancellor Financial Group WB
Pennsylvania
$20.2M +$19M +80,722 New
CGA
1935
Crescent Grove Advisors
Illinois
$20.2M +$72.8K +309 +0.4%
AWM
1936
Aviso Wealth Management
Washington
$20.2M -$168K -713 -0.9%
WIS
1937
Wright Investors Service
Connecticut
$20.2M -$1.61M -6,842 -8%
IEFM
1938
IQ EQ Fund Management
Ireland
$20.2M +$110K +465 +0.6%
BONH
1939
Bank of New Hampshire
New Hampshire
$20.1M -$661K -2,805 -3%
ICP
1940
Ironvine Capital Partners
Nebraska
$20.1M -$27.3K -116 -0.1%
TC
1941
Tenere Capital
New York
$20.1M -$7.24M -30,700 -28%
CCG
1942
Catalina Capital Group
California
$20.1M +$618K +2,622 +3%
OL
1943
Optas LLC
Texas
$20.1M +$664K +2,818 +4%
RCYC
1944
Richard C. Young & Co
Rhode Island
$20.1M +$284K +1,205 +2%
LFA
1945
Legacy Financial Advisors
Kentucky
$20.1M +$266K +1,130 +1%
IPAM
1946
ICICI Prudential Asset Management
India
$20M +$746K +3,164 +4%
AIM
1947
Acropolis Investment Management
Missouri
$20M -$469K -1,988 -2%
RCA
1948
Resonant Capital Advisors
Wisconsin
$20M -$298K -1,266 -2%
CIM
1949
Coleford Investment Management
Canada
$20M +$18.8M +79,935 New
WA
1950
WealthTrust Axiom
Pennsylvania
$20M -$124K -527 -0.7%
76 77
78
79 80