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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1951
LMG Wealth Partners
Louisiana
$14.6M -$16.1K -87 -0.1%
MIM
1952
Moseley Investment Management
Florida
$14.5M -$1.03M -5,595 -7%
HNW
1953
High Note Wealth
Minnesota
$14.5M +$234K +1,269 +2%
AB
1954
Atlas Brown
Kentucky
$14.5M -$117K -636 -0.8%
BONST
1955
Bank of Nova Scotia Trust
Ontario, Canada
$14.5M -$465K -2,516 -3%
LFA
1956
Legacy Financial Advisors
Kentucky
$14.5M +$961K +5,205 +7%
EBT
1957
Enterprise Bank & Trust
Massachusetts
$14.5M +$590K +3,194 +4%
BSB
1958
Bangor Savings Bank
Maine
$14.5M -$456K -2,467 -3%
SIS
1959
Sound Income Strategies
Florida
$14.5M +$1.92M +10,425 +16%
PCMC
1960
Private Capital Management (Colorado)
Colorado
$14.5M -$1.97M -10,680 -12%
HAM
1961
Harmony Asset Management
Arizona
$14.4M +$13.9M +75,036 New
SC
1962
Sierra Capital
Florida
$14.4M -$293K -1,586 -2%
IFS
1963
Ifrah Financial Services
Arkansas
$14.4M -$120K -650 -0.9%
DIM
1964
DLK Investment Management
California
$14.4M +$13.8M +74,892 New
NB
1965
Nicolet Bankshares
Wisconsin
$14.4M +$63.5K +344 +0.5%
JF
1966
JSF Financial
California
$14.4M -$437K -2,369 -3%
NFA
1967
Northwest Financial Advisors
Virginia
$14.3M +$13.8M +74,529 New
CT
1968
Clearstead Trust
Maine
$14.3M +$1.14M +6,161 +9%
FMLI
1969
Fukoku Mutual Life Insurance
Japan
$14.3M -$133K -723 -1%
EVM
1970
Evelyn V. Moreno
$14.3M -$24.1M -130,496 -64%
AIS
1971
American Investment Services
Massachusetts
$14.3M +$32.3K +175 +0.2%
CC
1972
Constitution Capital
Connecticut
$14.3M -$153K -829 -1%
JHCP
1973
Jackson Hole Capital Partners
Oklahoma
$14.3M -$2.04M -11,057 -13%
SOS
1974
Silver Oak Securities
Tennessee
$14.3M +$5.44M +29,462 +66%
BEI
1975
Benjamin Edwards Inc
Missouri
$14.3M -$30.5K -165 -0.2%
77 78
79
80 81