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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1951
Roundview Capital
New Jersey
$690K -$45.6K -937 -7%
SIA
1952
Soltis Investment Advisors
Utah
$688K +$38.8K +798 +7%
LA
1953
Legacy Advisors
Pennsylvania
$686K +$112K +2,310 +22%
RWI
1954
Red Wave Investments
Pennsylvania
$686K +$2.77K +57 +0.4%
MCA
1955
Martin Capital Advisors
Texas
$684K – – –
CFG
1956
Carr Financial Group
Massachusetts
$684K +$124K +2,558 +25%
WWC
1957
Waypoint Wealth Counsel
Georgia
$683K +$3.6K +74 +0.6%
SHGA
1958
Sand Hill Global Advisors
California
$682K +$19.7K +406 +3%
PSP
1959
Principal Street Partners
Tennessee
$677K +$226K +4,648 +51%
BWA
1960
Bordeaux Wealth Advisors
California
$676K +$87K +1,788 +16%
FCA
1961
Fortis Capital Advisors
Kansas
$676K +$618K +12,699 New
EGA
1962
Eagle Global Advisors
Texas
$676K -$6.81K -140 -1%
PFP
1963
Paragon Financial Partners
California
$674K – – –
BOPW
1964
Brandywine Oak Private Wealth
Pennsylvania
$674K +$10.6K +218 +2%
BWA
1965
BlueChip Wealth Advisors
Georgia
$673K -$16.4K -337 -3%
DA
1966
Doliver Advisors
Texas
$669K -$150K -3,082 -20%
APA
1967
Astoria Portfolio Advisors
New York
$669K +$22K +453 +4%
PA
1968
Parkside Advisors
California
$668K +$130K +2,683 +27%
KCM
1969
KRS Capital Management
Michigan
$666K -$63.2K -1,299 -9%
TFIPS
1970
Towarzystwo Funduszy Inwestycyjnych PZU SA
$665K -$136K -2,800 -18%
WW
1971
Westshore Wealth
California
$663K +$292 +6 +0%
MMA
1972
Miracle Mile Advisors
California
$662K +$73.1K +1,503 +14%
FCFC
1973
First Commonwealth Financial Corp
Pennsylvania
$660K -$55.1K -1,132 -8%
AFC
1974
AFT Forsyth & Company
Florida
$660K -$17K -350 -3%
SA
1975
Strategic Advocates
Utah
$657K +$177K +3,635 +42%
77 78
79
80 81