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Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
1951
Blueprint Investment Partners
North Carolina
$20M +$4.17M +17,689 +28%
IF
1952
Intrua Financial
Texas
$20M -$1.4M -5,935 -7%
GCA
1953
Gradient Capital Advisors
California
$19.9M -$446K -1,891 -2%
CHP
1954
Cable Hill Partners
Oregon
$19.9M -$314K -1,333 -2%
COCM
1955
Charter Oak Capital Management
New Hampshire
$19.9M -$378K -1,606 -2%
MCM
1956
M1 Capital Management
Michigan
$19.9M +$18.7M +79,481 New
EAM
1957
Empirical Asset Management
Massachusetts
$19.9M -$49.4M -209,511 -73%
AGM
1958
Aragon Global Management
Florida
$19.9M – – –
SGA
1959
Strategic Global Advisors
California
$19.9M +$749K +3,176 +4%
ERIC
1960
Eagle Rock Investment Company
Georgia
$19.9M -$653K -2,772 -3%
FWM
1961
Fairhaven Wealth Management
Illinois
$19.8M +$57.5K +244 +0.3%
CWP
1962
Concord Wealth Partners
Virginia
$19.8M +$143K +607 +0.8%
UCMOK
1963
United Capital Management of KS
Kansas
$19.8M +$157K +665 +0.8%
HCM
1964
Hodges Capital Management
Texas
$19.7M -$455K -1,931 -2%
MAM
1965
Montchanin Asset Management
Delaware
$19.7M -$1.36M -5,768 -7%
AC
1966
Apella Capital
Connecticut
$19.7M -$133K -563 -0.7%
MPW
1967
Monterey Private Wealth
California
$19.7M +$187K +794 +1%
AGAM
1968
Avalon Global Asset Management
California
$19.6M – – –
CA
1969
Crane Advisory
California
$19.6M +$497K +2,108 +3%
MP
1970
McDonald Partners
Ohio
$19.6M -$196K -831 -1%
ACA
1971
Atlas Capital Advisors
Wyoming
$19.6M +$8.46M +35,884 +85%
HCA
1972
Horan Capital Advisors
Ohio
$19.6M -$334K -1,417 -2%
CA
1973
CapWealth Advisors
Tennessee
$19.6M -$373K -1,584 -2%
CBT
1974
Crews Bank & Trust
Florida
$19.6M +$18.4M +78,198 New
APWM
1975
Argonautica Private Wealth Management
Massachusetts
$19.5M -$227K -963 -1%
77 78
79
80 81