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Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
1951
J.L. Bainbridge & Co
Florida
$1.08M +$19K +69 +2%
CFO
1952
Collective Family Office
Pennsylvania
$1.07M +$14.1K +51 +1%
1W
1953
1776 Wealth
Georgia
$1.07M -$11.9K -43 -1%
CA
1954
Claro Advisors
Massachusetts
$1.07M +$190K +689 +24%
MS
1955
Madden Securities
Texas
$1.07M – – –
RCM
1956
Radnor Capital Management
Pennsylvania
$1.07M +$11K +40 +1%
AL
1957
Aspiriant LLC
California
$1.07M +$28.4K +103 +3%
SSWG
1958
Seven Springs Wealth Group
Tennessee
$1.07M -$4.13K -15 -0.4%
MIM
1959
Merrion Investment Management
New Jersey
$1.07M – – –
ACH
1960
ArrowMark Colorado Holdings
Colorado
$1.06M -$133K -481 -12%
CWA
1961
Canvas Wealth Advisors
Kansas
$1.06M +$910K +3,303 New
RGC
1962
Roberts, Glore & Co
Illinois
$1.06M -$11K -40 -1%
AWG
1963
Altus Wealth Group
Colorado
$1.06M +$16.5K +60 +2%
TFA
1964
Toth Financial Advisory
Virginia
$1.06M +$164K +594 +21%
HWMA
1965
Heritage Wealth Management (Arizona)
Arizona
$1.06M +$953K +3,459 New
OPOWM
1966
One Plus One Wealth Management
Florida
$1.05M +$948K +3,441 New
AIL
1967
AGF Investments LLC
Ontario, Canada
$1.05M -$272K -986 -22%
CA
1968
Capital Advantage
California
$1.05M +$61.5K +223 +7%
WC
1969
Westhampton Capital
North Carolina
$1.04M +$84.1K +305 +10%
PG
1970
Patten Group
Tennessee
$1.04M +$276 +1 +0%
DSAM
1971
Dock Street Asset Management
Florida
$1.04M +$1.1K +4 +0.1%
BI
1972
Ballast Inc
Kentucky
$1.04M +$233K +847 +33%
SGK
1973
Steigerwald Gordon & Koch
Virginia
$1.04M +$15.2K +55 +2%
GFG
1974
Greystone Financial Group
Michigan
$1.04M +$644K +2,338 +288%
ACM
1975
Alethea Capital Management
Washington
$1.04M +$498K +1,805 +113%
77 78
79
80 81