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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1926
Lantern Wealth Advisors
New York
$612K +$598K +6,782 New
CIC
1927
Crawford Investment Counsel
Georgia
$611K +$88.7K +1,006 +17%
MTIC
1928
Missouri Trust & Investment Company
Missouri
$611K -$42.8K -485 -7%
AWM
1929
Aviso Wealth Management
Washington
$610K +$596K +6,758 New
PSF
1930
Pacific Sun Financial
California
$610K +$8.2K +93 +1%
CCG
1931
Coastwise Capital Group
California
$610K +$13.1K +149 +2%
PMFA
1932
Plante Moran Financial Advisors
Michigan
$610K +$25.3K +287 +4%
ZIM
1933
Zacks Investment Management
Illinois
$609K -$11.7K -133 -2%
SIA
1934
Soltis Investment Advisors
Utah
$609K +$529 +6 +0.1%
FAM
1935
Formidable Asset Management
Ohio
$608K -$1.59K -18 -0.3%
PFS
1936
Prospect Financial Services
New York
$604K +$590K +6,690 New
PAM
1937
Palisade Asset Management
Minnesota
$604K +$73.1K +829 +14%
NCM
1938
NCM Capital Management
New Jersey
$603K -$15.4K -175 -3%
GHA
1939
GW Henssler & Associates
Georgia
$602K -$7.14K -81 -1%
BIM
1940
Baldwin Investment Management
Pennsylvania
$601K -$110K -1,250 -16%
JGIA
1941
Jackson Grant Investment Advisers
Connecticut
$598K – – –
LNB
1942
Ledyard National Bank
$597K -$61.4K -696 -10%
JIR
1943
James Investment Research
Ohio
$597K -$6.52K -74 -1%
APG
1944
Abacus Planning Group
South Carolina
$596K -$170K -1,925 -23%
HC
1945
Hara Capital
Washington
$596K +$582K +6,599 New
OAM
1946
Oak Asset Management
California
$596K -$52K -590 -8%
AO
1947
Advisor OS
Illinois
$594K +$91.8K +1,041 +19%
TVAMP
1948
Tennessee Valley Asset Management Partners
Tennessee
$594K +$282K +3,202 +95%
RFA
1949
ROI Financial Advisors
Oregon
$593K +$579K +6,570 New
WCF
1950
West Coast Financial
California
$592K -$5.75M -65,182 -91%
76 77
78
79 80