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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1951
Canal Capital Management
Virginia
$4.04M -$50.4K -320 -1%
FANJ
1952
Financial Architects (New Jersey)
New Jersey
$4.04M -$50.4K -320 -1%
BAM
1953
Blueshift Asset Management
New Jersey
$4.03M -$4.78M -30,300 -54%
SWM
1954
Segment Wealth Management
Texas
$4.01M +$315K +2,000 +9%
MFG
1955
Menard Financial Group
Texas
$4M +$1.59M +10,060 +65%
AAMA
1956
Advanced Asset Management Advisors
Ohio
$3.99M -$3.82M -24,200 -49%
TWI
1957
Thomas White International
Illinois
$3.99M -$189K -1,200 -5%
MMPW
1958
Mitchell McLeod Pugh & Williams
Alabama
$3.99M -$363K -2,300 -8%
AS
1959
Altshuler Shaham
Israel
$3.99M -$136K -860 -3%
PCA
1960
Private Capital Advisors
Connecticut
$3.98M +$460K +2,920 +13%
PCG
1961
Private Capital Group
Connecticut
$3.97M +$1.22M +7,740 +44%
BS
1962
Bessemer Securities
New York
$3.96M -$388K -2,460 -9%
TVWM
1963
Tower View Wealth Management
Wisconsin
$3.96M -$445K -2,820 -10%
SC
1964
Saybrook Capital
North Carolina
$3.96M +$44.1K +280 +1%
RT
1965
Rockland Trust
Massachusetts
$3.96M +$218K +1,380 +6%
FFA
1966
Founders Financial Alliance
North Carolina
$3.95M +$3.92M +24,880 New
FCCM
1967
First City Capital Management
Georgia
$3.95M +$1.03M +6,540 +39%
SIA
1968
Soltis Investment Advisors
Utah
$3.94M -$15.8K -100 -0.4%
FSCP
1969
Franklin Street Capital Partners
New York
$3.94M +$3.95M +25,060 New
JFA
1970
Johanson Financial Advisors
California
$3.94M +$50.4K +320 +1%
CIG
1971
Consolidated Investment Group
Colorado
$3.94M – – –
WWM
1972
WT Wealth Management
Arizona
$3.91M -$243K -1,540 -6%
GAM
1973
Grandview Asset Management
Pennsylvania
$3.91M +$91.4K +580 +2%
OC
1974
Oarsman Capital
Wisconsin
$3.91M +$199K +1,260 +5%
WAG
1975
Winthrop Advisory Group
Massachusetts
$3.9M +$426K +2,700 +12%
77 78
79
80 81