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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1951
Compass Capital Management
Minnesota
$490K -$11.6K -98 -2%
WIC
1952
Wilkins Investment Counsel
Massachusetts
$488K – – –
NG
1953
Northstar Group
New York
$487K -$4.5K -38 -1%
ATPW
1954
Ashton Thomas Private Wealth
Arizona
$485K +$466K +3,938 New
FSC
1955
Full Sail Capital
Oklahoma
$480K +$60.6K +512 +15%
SP
1956
Successful Portfolios
Florida
$479K -$1.42K -12 -0.3%
LFA
1957
Legacy Financial Advisors
Kentucky
$479K +$152K +1,287 +49%
SFG
1958
SNS Financial Group
Minnesota
$478K -$140K -1,181 -23%
NPF
1959
Norris Perne & French
Michigan
$478K -$68.9K -582 -13%
EBSAM
1960
Eubel Brady & Suttman Asset Management
Ohio
$477K -$45.4K -384 -9%
ORI
1961
Oak Ridge Investments
Illinois
$477K – – –
TW
1962
TrinityPoint Wealth
Connecticut
$476K +$24.8K +210 +6%
RTC
1963
Riverview Trust Company
Washington
$475K +$14.8K +125 +3%
LA
1964
LVW Advisors
New York
$474K +$111K +936 +32%
LPIC
1965
LeJeune Puetz Investment Counsel
Michigan
$473K – – –
ARG
1966
Advisory Resource Group
Oklahoma
$472K +$76.3K +645 +20%
CF
1967
Copperwynd Financial
Arizona
$471K +$29.8K +252 +7%
CAGAS
1968
Capital Advisory Group Advisory Services
Minnesota
$470K +$101K +852 +28%
AIM
1969
Advantage Investment Management
Iowa
$468K -$79.4K -671 -15%
WMC
1970
Westwood Management Corporation
Illinois
$468K – – –
SPL
1971
Smart Portfolios LLC
Washington
$465K +$376K +3,179 +530%
CCM
1972
Carlson Capital Management
Minnesota
$462K +$36K +304 +9%
RPAM
1973
Rhenman & Partners Asset Management
Sweden
$460K – – –
LC
1974
Landaas & Company
Wisconsin
$459K +$72.9K +616 +20%
PCM
1975
Princeton Capital Management
New Jersey
$459K +$242K +2,049 +122%
77 78
79
80 81