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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1951
Iams Wealth Management
Nebraska
$1.65M -$187K -513 -10%
DWM
1952
Denver Wealth Management
Colorado
$1.65M -$273K -747 -15%
LIM
1953
Longfellow Investment Management
Massachusetts
$1.65M -$140K -383 -8%
LCM
1954
LCM Capital Management
Illinois
$1.65M +$1.83K +5 +0.1%
BIA
1955
Beacon Investment Advisors
Maryland
$1.65M -$119K -325 -7%
BEAM
1956
Baker Ellis Asset Management
Washington
$1.65M -$146K -400 -9%
ECU
1957
Eisler Capital (US)
New York
$1.65M +$1.57M +4,291 New
WWM
1958
Wiser Wealth Management
Georgia
$1.65M +$14.2K +39 +0.9%
ZF
1959
Zhang Financial
Michigan
$1.64M +$63.2K +173 +4%
WDC
1960
Woodward Diversified Capital
California
$1.64M +$91.3K +250 +6%
WC
1961
Westhampton Capital
North Carolina
$1.64M +$14.6K +40 +0.9%
BFO
1962
Biltmore Family Office
North Carolina
$1.64M +$37.6K +103 +2%
RPCONE
1963
Retirement Planning Company of New England
Rhode Island
$1.64M -$182K -498 -10%
GTAM
1964
Global Trust Asset Management
Florida
$1.64M -$36.9K -101 -2%
KWM
1965
Kolinsky Wealth Management
New Jersey
$1.64M +$47.9K +131 +3%
GC
1966
Gilbert & Cook
Iowa
$1.64M +$2.56K +7 +0.2%
ZIG
1967
Zuckerman Investment Group
Illinois
$1.63M +$62.1K +170 +4%
UBG
1968
United Bank (Georgia)
Georgia
$1.63M +$172K +472 +13%
CA
1969
Callahan Advisors
Texas
$1.63M -$65K -178 -4%
BB
1970
Burford Brothers
Texas
$1.62M -$242K -663 -14%
RGI
1971
River Global Investors
United Kingdom
$1.61M -$17.9K -49 -1%
IIM
1972
Ipswich Investment Management
Massachusetts
$1.61M -$60.6K -166 -4%
OIM
1973
Opus Investment Management
Massachusetts
$1.61M – – –
JWWM
1974
Johnson & White Wealth Management
Pennsylvania
$1.61M +$90.2K +247 +6%
BIP
1975
Blueprint Investment Partners
North Carolina
$1.61M +$534K +1,461 +53%
77 78
79
80 81