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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1951
Stiles Financial Services
Minnesota
$10.3M -$40.3K -266 -0.4%
GI
1952
GS Investments
Minnesota
$10.3M -$82.1K -542 -0.8%
AG
1953
Advocate Group
Minnesota
$10.3M +$11.4M +75,006 New
HCM
1954
Horiko Capital Management
New York
$10.2M -$13.5M -89,015 -54%
SFG
1955
StrategIQ Financial Group
Indiana
$10.2M -$105K -695 -0.9%
JFL
1956
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.2M -$130K -861 -1%
BA
1957
Baugh & Associates
Georgia
$10.2M -$11.1K -73 -0.1%
HPWA
1958
Hall Private Wealth Advisors
North Carolina
$10.2M +$533K +3,521 +5%
HNWAG
1959
High Net Worth Advisory Group
Florida
$10.2M +$519K +3,425 +5%
HNW
1960
High Note Wealth
Minnesota
$10.2M +$881K +5,817 +8%
FCA
1961
FLC Capital Advisors
California
$10.2M +$42.3K +279 +0.4%
REMPR
1962
Roof Eidam Maycock Peralta (REMP)
California
$10.2M -$27.4K -181 -0.2%
CCMINC
1963
Cardinal Capital Management Inc (North Carolina)
North Carolina
$10.2M +$153K +1,008 +1%
FEG
1964
Financial Enhancement Group
Indiana
$10.1M -$2M -13,222 -15%
NB
1965
Northwest Bancshares
Pennsylvania
$10.1M +$3.79K +25 +0%
UHC
1966
Union Heritage Capital
Michigan
$10.1M – – –
HGERS
1967
Householder Group Estate & Retirement Specialist
Arizona
$10.1M +$1.94M +12,798 +21%
GWM
1968
Graybill Wealth Management
Illinois
$10.1M -$207K -1,369 -2%
AIS
1969
American Investment Services
Massachusetts
$10.1M +$140K +922 +1%
TSS
1970
Thomas Story & Son
Indiana
$10.1M -$914K -6,034 -8%
HZ
1971
Hixon Zuercher
Ohio
$10.1M -$147K -972 -1%
FPCM
1972
Financial Partners Capital Management
New York
$10.1M -$454K -3,000 -4%
LAIC
1973
Lederer & Associates Investment Counsel
California
$10.1M -$497K -3,280 -4%
MFC
1974
Mechanics Financial Corp
Ohio
$10.1M +$11.4K +75 +0.1%
DFA
1975
Delta Financial Advisors
Louisiana
$10.1M +$9.54K +63 +0.1%
77 78
79
80 81