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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1951
ALPS Advisors
Colorado
$9.25M -$1.38M -10,726 -12%
LCM
1952
Leisure Capital Management
California
$9.25M -$409K -3,190 -4%
LC
1953
Lavaca Capital
Texas
$9.24M +$410K +3,192 +4%
ATFA
1954
All Terrain Financial Advisors
Minnesota
$9.24M +$12.2K +95 +0.1%
LFF
1955
Level Four Financial
Texas
$9.23M -$1.27M -9,866 -12%
XF
1956
XML Financial
Maryland
$9.2M -$470K -3,661 -5%
HIS
1957
Horizon Investment Services
Indiana
$9.2M -$538K -4,194 -5%
AIS
1958
American Investment Services
Massachusetts
$9.18M +$40.7K +317 +0.4%
AWA
1959
Aaron Wealth Advisors
Illinois
$9.16M -$87.9K -685 -0.9%
HCM
1960
Hodges Capital Management
Texas
$9.16M -$46.1K -359 -0.5%
AWS
1961
Arkfeld Wealth Strategies
Nebraska
$9.13M -$339K -2,641 -4%
CVM
1962
Cheviot Value Management
California
$9.12M -$1.15M -8,950 -11%
TWM
1963
Triton Wealth Management
Arizona
$9.1M +$48.1K +375 +0.5%
XWM
1964
Xcel Wealth Management
Florida
$9.09M +$1.01M +7,866 +12%
DFA
1965
Delta Financial Advisors
Louisiana
$9.09M +$63.2K +492 +0.7%
CFA
1966
Cahill Financial Advisors
Minnesota
$9.07M -$126K -985 -1%
WIC
1967
WealthBridge Investment Counsel
Alberta, Canada
$9.06M -$771K -6,010 -7%
PCS
1968
Personal CFO Solutions
New Jersey
$9.05M +$47.4K +369 +0.5%
NGM
1969
North Growth Management
British Columbia, Canada
$9.03M – – –
PFSC
1970
Peoples Financial Services Corp
Pennsylvania
$9.03M -$552K -4,299 -5%
EBT
1971
Enterprise Bank & Trust
Massachusetts
$9.01M -$8.34K -65 -0.1%
WA1
1972
Wimmer Associates 1
California
$8.98M -$409K -3,183 -4%
RWB
1973
RMR Wealth Builders
New Jersey
$8.97M +$5.52M +42,969 +141%
HI
1974
Humankind Investments
New York
$8.97M +$1.52M +11,857 +19%
NCM
1975
New Capital Management
Texas
$8.96M +$1.63M +12,685 +21%
77 78
79
80 81