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Name Holding Trade Value Shares
Change 		Change in
Stake
NCGI
1951
Next Century Growth Investors
Minnesota
$11.2M +$283K +1,432 +3%
FFS
1952
Founders Financial Securities
Maryland
$11.2M -$5.94K -30 -0.1%
CBTWT
1953
Community Bank & Trust (Waco, Texas)
Texas
$11.2M -$118K -595 -1%
TP
1954
TenCore Partners
New York
$11.2M – – –
PBT
1955
Pictet Bank & Trust
Bahamas
$11.2M -$563K -2,846 -5%
MCWS
1956
McKinley Carter Wealth Services
West Virginia
$11.1M +$366K +1,848 +4%
GLLW
1957
Graves Light Lenhart Wealth
Virginia
$11.1M -$10.1K -51 -0.1%
FFA
1958
Fairfield Financial Advisors
Massachusetts
$11.1M -$428K -2,162 -4%
RIP
1959
RAM Investment Partners
Washington
$11.1M -$577K -2,917 -5%
GMFG
1960
Greater Midwest Financial Group
Minnesota
$11.1M -$1.2M -6,054 -11%
WAM
1961
Wilson Asset Management
Australia
$11.1M +$10M +50,602 New
HAS
1962
HBW Advisory Services
California
$11.1M +$229K +1,156 +2%
KIM
1963
Kestra Investment Management
Texas
$11.1M -$2.2M -11,119 -18%
LC
1964
Legacy CG
Texas
$11.1M +$27.5K +139 +0.3%
SFG
1965
Seamount Financial Group
Colorado
$11.1M +$625K +3,160 +7%
ICM
1966
IMS Capital Management
Oregon
$11M -$49.3K -249 -0.5%
PWPS
1967
Pinnacle Wealth Planning Services
Ohio
$11M +$993K +5,017 +11%
PWM
1968
Purus Wealth Management
California
$11M +$182K +921 +2%
IC
1969
Inscription Capital
Texas
$11M +$172K +871 +2%
RCAP
1970
Resolute Capital Asset Partners
Colorado
$11M -$1M -5,059 -9%
BEC
1971
Blue Edge Capital
Virginia
$10.9M -$86.3K -436 -0.9%
PDL
1972
Portfolio Design Labs
California
$10.9M -$4.05M -20,490 -29%
DCA
1973
DSG Capital Advisors
Minnesota
$10.9M +$207K +1,047 +2%
BLC
1974
Brown, Lisle/Cummings
Rhode Island
$10.9M +$256K +1,296 +3%
OCM
1975
Octahedron Capital Management
California
$10.9M +$3.27M +16,500 +50%
77 78
79
80 81