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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1951
Phoenix Wealth Advisors
North Carolina
$249K – – –
MHR
1952
Matthew Hamilton Rosenberg
$249K +$394 +3 +0.1%
SC
1953
Sepio Capital
Utah
$249K +$5.77K +44 +2%
AC
1954
Apella Capital
Connecticut
$249K +$7.87K +60 +3%
GKWIM
1955
Gerber Kawasaki Wealth & Investment Management
California
$249K +$70.9K +540 +35%
WI
1956
Wintrust Investments
Illinois
$248K -$42.4K -323 -13%
IAG
1957
Investment Advisory Group
Massachusetts
$248K -$4.72K -36 -2%
MTWM
1958
Masso Torrence Wealth Management
New Jersey
$248K +$394 +3 +0.1%
PGAM
1959
Princeton Global Asset Management
New Jersey
$248K +$656 +5 +0.2%
FOA
1960
Five Oceans Advisors
California
$248K +$27.6K +210 +11%
WAL
1961
W Advisors LLC
Tennessee
$247K -$2.89K -22 -1%
MWM
1962
Marietta Wealth Management
Georgia
$247K – – –
EWP
1963
Engrave Wealth Partners
Texas
$247K +$131 +1 +0%
BIP
1964
Blueprint Investment Partners
North Carolina
$246K -$746K -5,688 -73%
NFG
1965
Nadler Financial Group
Illinois
$246K – – –
RCG
1966
Resource Consulting Group
Florida
$246K +$63K +480 +30%
WIA
1967
World Investment Advisors
California
$245K -$188K -1,436 -41%
EB
1968
Eastern Bank
Massachusetts
$245K – – –
RCI
1969
RS Crum Inc
California
$245K – – –
KFGK
1970
Keystone Financial Group (Kentucky)
Kentucky
$245K +$525 +4 +0.2%
CB
1971
CNB Bank
Pennsylvania
$244K -$36K -274 -12%
FVWA
1972
Foster Victor Wealth Advisors
South Carolina
$244K -$3.81K -29 -1%
TFA
1973
Triad Financial Advisors
North Carolina
$243K -$7.35K -56 -3%
SAI
1974
Systematic Alpha Investments
New Jersey
$242K – – –
SRC
1975
Samson Rock Capital
United Kingdom
$242K +$267K +2,037 New
77 78
79
80 81