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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1926
Stevens Capital Management
Pennsylvania
$775K +$740K +16,264 New
FWP
1927
FAS Wealth Partners
Kansas
$774K -$41.4K -909 -5%
BIP
1928
Blueprint Investment Partners
North Carolina
$772K +$737K +16,201 New
EWA
1929
Encompass Wealth Advisors
Oregon
$771K -$18.8K -412 -2%
DAC
1930
Dividend Assets Capital
South Carolina
$770K +$14.2K +313 +2%
BFG
1931
Berger Financial Group
Minnesota
$768K -$13.5K -296 -2%
MMA
1932
Miracle Mile Advisors
California
$766K +$8.47K +186 +1%
TWP
1933
Tempus Wealth Planning
California
$764K +$54.3K +1,192 +8%
JF
1934
Joule Financial
Kentucky
$763K +$35.2K +774 +5%
BOPW
1935
Brandywine Oak Private Wealth
Pennsylvania
$762K -$112K -2,459 -13%
MMM
1936
Mendel Money Management
Illinois
$761K +$6.82M +149,779 +1,493%
JWM
1937
Janiczek Wealth Management
Colorado
$761K +$227K +4,988 +47%
ATWA
1938
Arbor Trust Wealth Advisors
Michigan
$759K +$36.3K +797 +5%
ACM
1939
Allred Capital Management
Texas
$759K +$24.5K +538 +3%
HCP
1940
Holt Capital Partners
Texas
$756K -$48.7K -1,070 -6%
VCM
1941
Vivaldi Capital Management
Illinois
$754K +$32.4K +712 +5%
CST
1942
Charles Schwab Trust
Nevada
$752K -$39.8K -875 -5%
SOW
1943
State of Wyoming
Wyoming
$751K +$152K +3,333 +27%
AFC
1944
AFT Forsyth & Company
Florida
$750K – – –
WBCM
1945
Wilson & Boucher Capital Management
California
$747K – – –
MWM
1946
Madison Wealth Management
Ohio
$745K -$32.4K -711 -4%
CQS
1947
Credential Qtrade Securities
$745K +$677K +14,880 +1,989%
BWAM
1948
Boyd Watterson Asset Management
Ohio
$744K +$82.6K +1,815 +13%
KCM
1949
KRS Capital Management
Michigan
$743K +$9.47K +208 +1%
MFWP
1950
Mosaic Family Wealth Partners
Missouri
$742K +$709K +15,578 New
76 77
78
79 80