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Name Holding Trade Value Shares
Change 		Change in
Stake
XT
1951
XTX Topco
Cayman Islands
$778K +$664K +6,360 New
NC
1952
Napatree Capital
Rhode Island
$778K +$159K +1,523 +28%
LP
1953
LGL Partners
Pennsylvania
$777K -$153K -1,462 -19%
LAM
1954
L2 Asset Management
Massachusetts
$777K +$51.3K +491 +8%
AWS
1955
Aspen Wealth Strategies
Colorado
$776K -$107K -1,021 -14%
CPIG
1956
Chicago Partners Investment Group
Illinois
$776K -$27.7K -265 -4%
AIM
1957
Avity Investment Management
Connecticut
$775K – – –
LWA
1958
Lineweaver Wealth Advisors
Ohio
$774K +$6.89K +66 +1%
MGWM
1959
Marks Group Wealth Management
Minnesota
$772K +$30.9K +296 +5%
BIM
1960
Barton Investment Management
Pennsylvania
$770K – – –
TFS
1961
Thoroughbred Financial Services
Tennessee
$769K -$563K -5,394 -46%
BCA
1962
Bray Capital Advisors
Florida
$767K – – –
FHC
1963
First Heartland Consultants
Missouri
$766K -$25.9K -248 -4%
WGCA
1964
Wolf Group Capital Advisors
Virginia
$765K – – –
IIM
1965
Ipswich Investment Management
Massachusetts
$764K – – –
PCA
1966
Peddock Capital Advisors
Massachusetts
$763K -$2.09K -20 -0.3%
PFBT
1967
Parkside Financial Bank & Trust
Missouri
$762K +$10.3K +99 +2%
LC
1968
Landaas & Company
Wisconsin
$762K -$17K -163 -3%
RSA
1969
River Street Advisors
Illinois
$761K +$28.4K +272 +5%
CBT
1970
Central Bank & Trust
Kentucky
$761K – – –
AIM
1971
Access Investment Management
Georgia
$761K – – –
AA
1972
Addison Advisors
Vermont
$759K +$7K +67 +1%
AA
1973
Advisory Alpha
Michigan
$759K -$185K -1,770 -22%
LRPA
1974
L. Roy Papp & Associates
Arizona
$755K -$148K -1,421 -19%
WCF
1975
West Coast Financial
California
$753K -$42.2K -404 -6%
77 78
79
80 81