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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1951
Corundum Group
Colorado
$486K +$148K +1,222 +46%
LIA
1952
LBMC Investment Advisors
Tennessee
$485K +$52.8K +437 +13%
NCM
1953
Nelson Capital Management
California
$483K -$39.7K -328 -8%
ZF
1954
Zhang Financial
Michigan
$481K -$94.3K -780 -17%
RTC
1955
Riverview Trust Company
Washington
$480K – – –
WIC
1956
Wilkins Investment Counsel
Massachusetts
$478K -$15.1K -125 -3%
CGA
1957
Crescent Grove Advisors
Illinois
$478K +$108K +895 +30%
WMA
1958
Wealth Management Associates
New Jersey
$478K +$36.3K +300 +8%
FIM
1959
Freedom Investment Management
Connecticut
$477K -$112K -924 -19%
NC
1960
Noked Capital
Israel
$473K -$508K -4,200 -53%
NI
1961
Noked Israel
Israel
$473K -$508K -4,200 -53%
WMC
1962
Westwood Management Corporation
Illinois
$473K – – –
PIA
1963
Pinion Investment Advisors
Kansas
$472K -$176K -1,454 -28%
SFG
1964
SNS Financial Group
Minnesota
$471K -$11.6K -96 -2%
TC
1965
Truvestments Capital
Florida
$470K +$148K +1,228 +48%
SRC
1966
Sage Rhino Capital
California
$468K +$19.6K +162 +5%
ACP
1967
Aviance Capital Partners
Florida
$467K +$114K +944 +34%
MFW
1968
Meristem Family Wealth
Minnesota
$466K +$99K +819 +28%
VNA
1969
Valley National Advisers
Pennsylvania
$466K +$104K +858 +30%
NP
1970
Ninepoint Partners
Ontario, Canada
$465K -$175K -1,447 -28%
TW
1971
TrinityPoint Wealth
Connecticut
$465K -$23K -190 -5%
SP
1972
Successful Portfolios
Florida
$464K -$19.3K -160 -4%
LC
1973
Landaas & Company
Wisconsin
$464K – – –
SG
1974
StoneX Group
New York
$464K +$16.6K +137 +4%
HWMG
1975
Hurlow Wealth Management Group
Indiana
$464K +$118K +975 +35%
77 78
79
80 81