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Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
1951
San Luis Wealth Advisors
California
$11.3M +$487K +2,152 +4%
VA
1952
Valmark Advisers
Ohio
$11.3M -$2.3M -10,160 -16%
NCGI
1953
Next Century Growth Investors
Minnesota
$11.3M +$66.1K +292 +0.6%
RIA
1954
Realta Investment Advisors
Delaware
$11.3M +$555K +2,452 +5%
PHM
1955
Prospect Hill Management
New Jersey
$11.3M +$34K +150 +0.3%
DCA
1956
DSG Capital Advisors
Minnesota
$11.2M +$331K +1,462 +3%
AF
1957
Aviso Financial
Ontario, Canada
$11.2M +$2.14M +9,443 +23%
RIP
1958
RAM Investment Partners
Washington
$11.2M +$113K +500 +1%
GLLW
1959
Graves Light Lenhart Wealth
Virginia
$11.2M +$51.2K +226 +0.4%
FCA
1960
Fortis Capital Advisors
Kansas
$11.2M +$1.17M +5,176 +11%
TP
1961
TenCore Partners
New York
$11.2M – – –
BLC
1962
Brown, Lisle/Cummings
Rhode Island
$11.2M +$255K +1,125 +2%
SAM
1963
Sompo Asset Management
Japan
$11.2M -$2.5M -11,065 -18%
BPIM
1964
Brant Point Investment Management
New York
$11.1M +$711K +3,141 +7%
WCM
1965
WealthBridge Capital Management
Ohio
$11.1M -$386K -1,706 -3%
CNBT
1966
Canandaigua National Bank & Trust
New York
$11.1M -$458K -2,023 -4%
CBB
1967
Citizens Business Bank
California
$11.1M +$1.62M +7,153 +16%
PBT
1968
Pictet Bank & Trust
Bahamas
$11.1M -$68.1K -301 -0.6%
KAS
1969
KPP Advisory Services
Kentucky
$11.1M +$692K +3,056 +6%
CBTWT
1970
Community Bank & Trust (Waco, Texas)
Texas
$11.1M -$97.3K -430 -0.8%
AA
1971
Armis Advisers
Georgia
$11.1M +$1.15M +5,073 +13%
GSIAS
1972
Garden State Investment Advisory Services
New Jersey
$11.1M -$218K -964 -2%
MMG
1973
Monetary Management Group
Missouri
$11.1M -$352K -1,555 -3%
MCWS
1974
McKinley Carter Wealth Services
West Virginia
$11.1M -$69K -305 -0.6%
AO
1975
Advisor OS
Illinois
$11.1M +$1.05M +4,643 +10%
77 78
79
80 81