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Name Holding Trade Value Shares
Change 		Change in
Stake
W
1951
Wealthquest
Ohio
$1.1M -$12.8K -400 -1%
PCMC
1952
Paragon Capital Management (Colorado)
Colorado
$1.1M – – –
MA
1953
Marshwinds Advisory
Georgia
$1.1M – – –
TCB
1954
Texas Capital Bancshares
Texas
$1.1M -$362K -11,332 -24%
GAM
1955
Garrison Asset Management
Arkansas
$1.1M -$3.07K -96 -0.3%
RT
1956
Rockland Trust
Massachusetts
$1.1M +$48.7K +1,524 +5%
HFM
1957
Hartford Financial Management
Connecticut
$1.09M -$37.6K -1,176 -3%
ST
1958
Spot Trading
Illinois
$1.09M -$1.83M -57,108 -62%
SHWM
1959
Smith & Howard Wealth Management
Georgia
$1.09M +$27.4K +856 +3%
SMC
1960
Smith, Moore & Co
Missouri
$1.09M +$63.7K +1,992 +6%
BCMIO
1961
Beacon Capital Management Inc (Ohio)
Ohio
$1.08M -$30.5K -952 -3%
TFO
1962
Tarbox Family Office
California
$1.07M -$5.12K -160 -0.5%
FMC
1963
First Merchants Corp
Indiana
$1.07M +$32K +1,000 +3%
MGAM
1964
McGowan Group Asset Management
Texas
$1.07M +$14.5K +452 +1%
JFA
1965
JNBA Financial Advisors
Minnesota
$1.07M -$22.4K -700 -2%
PRS
1966
Pinkerton Retirement Specialists
Idaho
$1.06M +$33.8K +1,056 +3%
FCCM
1967
First City Capital Management
Georgia
$1.06M +$53.4K +1,668 +5%
GCM
1968
Glynn Capital Management
California
$1.05M – – –
GI
1969
Gradient Investments
Minnesota
$1.05M +$138K +4,328 +15%
NYLT
1970
New York Life Trust
New York
$1.05M -$55.9K -1,748 -5%
SFWA
1971
Summit Financial Wealth Advisors
Louisiana
$1.05M +$16K +500 +2%
TFCM
1972
Taylor Frigon Capital Management
Arizona
$1.03M -$274K -8,580 -21%
AWM
1973
Avior Wealth Management
Nebraska
$1.03M -$11.6K -364 -1%
NAM
1974
NorthCoast Asset Management
Connecticut
$1.03M +$131K +4,088 +14%
SFPIA
1975
Stevens First Principles Investment Advisors
California
$1.02M +$202K +6,300 +24%
77 78
79
80 81