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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2101
Providence Capital Advisors
North Carolina
$15.8M +$172K +770 +1%
DWP
2102
Destiny Wealth Partners
Florida
$15.7M -$2.27M -10,160 -13%
KCM
2103
KRS Capital Management
Michigan
$15.7M -$64.8K -290 -0.4%
BWIA
2104
Bryant Woods Investment Advisors
New York
$15.7M +$352K +1,576 +2%
FNC
2105
First National Corp
Massachusetts
$15.7M +$35.5K +159 +0.2%
TFIPS
2106
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.7M +$5.72M +25,606 +61%
LWM
2107
LJI Wealth Management
Indiana
$15.7M +$34.2K +153 +0.2%
GCM
2108
Gibraltar Capital Management
Oklahoma
$15.6M +$455K +2,036 +3%
HCA
2109
Harbour Capital Advisors
Virginia
$15.6M +$2.46K +11 +0%
WPWM
2110
Western Pacific Wealth Management
Illinois
$15.6M +$1.25M +5,604 +9%
IB
2111
Iyo Bank
Japan
$15.5M – – –
TWM
2112
TCFG Wealth Management
California
$15.5M +$14.9M +66,608 New
TCWA
2113
Turtle Creek Wealth Advisors
Texas
$15.5M +$650K +2,909 +5%
MCM
2114
Morton Capital Management
California
$15.5M +$607K +2,719 +4%
LWM
2115
LongView Wealth Management
Georgia
$15.5M -$84.6K -379 -0.6%
CAMV
2116
Concord Asset Management (Virginia)
Virginia
$15.5M +$1.36M +6,071 +10%
SIM
2117
Sentry Investment Management
Wisconsin
$15.4M +$344K +1,541 +2%
HI
2118
Harrington Investments
California
$15.4M -$425K -1,904 -3%
CIG
2119
Consolidated Investment Group
Colorado
$15.4M – – –
NFA
2120
Northwest Financial Advisors
Virginia
$15.4M +$125K +558 +0.9%
BHBT
2121
Burke & Herbert Bank & Trust
Virginia
$15.4M -$339K -1,519 -2%
CPA
2122
Capital Performance Advisors
California
$15.4M +$589K +2,636 +4%
GA
2123
Geller Advisors
New York
$15.4M +$608K +2,723 +4%
QCIG
2124
Quad-Cities Investment Group
Iowa
$15.4M -$301K -1,348 -2%
SEEDPG
2125
S.E.E.D. Planning Group
New York
$15.3M -$588K -2,631 -4%
83 84
85
86 87