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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2076
Montgomery Investment Management
Maryland
$8.23M – – –
MA
2077
Mezzasalma Advisors
New Jersey
$8.21M +$678K +5,285 +9%
JFL
2078
Jarislowsky, Fraser Ltd
Quebec, Canada
$8.2M -$492K -3,833 -5%
MC
2079
Martin & Co
Tennessee
$8.2M -$2.87M -22,375 -25%
COCM
2080
Charter Oak Capital Management
New Hampshire
$8.18M -$102K -795 -1%
FWM
2081
Fairhaven Wealth Management
Illinois
$8.16M +$320K +2,496 +4%
GEA
2082
Glen Eagle Advisors
New Jersey
$8.15M +$118K +916 +1%
FCT
2083
Family Capital Trust
Massachusetts
$8.15M -$459K -3,577 -5%
KP
2084
Keel Point
Alabama
$8.14M -$1.99M -15,495 -19%
GPFA
2085
Game Plan Financial Advisors
Ohio
$8.13M -$430K -3,349 -5%
RP
2086
Riverbridge Partners
Minnesota
$8.12M -$6.03K -47 -0.1%
JF
2087
JSF Financial
California
$8.12M -$1.54M -11,982 -15%
S
2088
Surevest
California
$8.1M -$1.03M -8,045 -11%
VIA
2089
Vantis Investment Advisers
Florida
$8.09M +$8.5M +66,200 New
FDS
2090
Freedom Day Solutions
Texas
$8.08M -$433K -3,370 -5%
SWM
2091
Sugarloaf Wealth Management
Georgia
$8.07M -$7.22M -56,226 -100%
TF
2092
Trek Financial
Arizona
$8.07M +$127K +989 +2%
MA
2093
Menlo Advisors
California
$8.06M -$128K -1,000 -1%
AIP
2094
Almanack Investment Partners
Pennsylvania
$8.03M +$307K +2,389 +4%
BC
2095
Belmont Capital
California
$8.02M +$1.73M +13,440 +26%
DIM
2096
Delta Investment Management
California
$8.01M -$100K -782 -1%
WCM
2097
WealthBridge Capital Management
Ohio
$7.98M -$101K -784 -1%
BRG
2098
Bay Rivers Group
Virginia
$7.98M +$281K +2,193 +3%
BIA
2099
Barry Investment Advisors
Massachusetts
$7.98M -$259K -2,018 -3%
WMP
2100
Wealth Management Partners
Arizona
$7.96M +$142K +1,105 +2%
82 83
84
85 86