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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1751
Heritage Trust
Oklahoma
$1.96M +$335K +616 +21%
DCM
1752
DGS Capital Management
New Jersey
$1.95M +$365K +671 +23%
EFA
1753
Evernest Financial Advisors
Indiana
$1.95M -$3.81K -7 -0.2%
MC
1754
Mayar Capital
United Kingdom
$1.94M -$3.92M -7,200 -67%
SFPG
1755
Stonebridge Financial Planning Group
Florida
$1.94M -$41.4K -76 -2%
BFG
1756
Beacon Financial Group
Texas
$1.94M -$62.1K -114 -3%
WAG
1757
Wallace Advisory Group
California
$1.94M -$12.5K -23 -0.6%
JHP
1758
James Hambro & Partners
United Kingdom
$1.92M -$268K -492 -12%
CAU
1759
Caxton Associates (UK)
$1.92M +$1.91M +3,503 New
CFA
1760
Cahill Financial Advisors
Minnesota
$1.92M -$544 -1 -0%
SFG
1761
Synergy Financial Group
California
$1.92M +$14.7K +27 +0.8%
MFS
1762
Monetta Financial Services
Illinois
$1.92M – – –
BMWM
1763
Brown Miller Wealth Management
Virginia
$1.92M +$236K +434 +14%
CCFCSB
1764
Cape Cod Five Cents Savings Bank
Massachusetts
$1.91M – – –
HI
1765
Harrington Investments
California
$1.91M +$36.5K +67 +2%
LAM
1766
L2 Asset Management
Massachusetts
$1.9M +$165K +303 +10%
IGGA
1767
Iron Gate Global Advisors
Utah
$1.9M -$82.2K -151 -4%
UFF
1768
USA Financial Formulas
Michigan
$1.9M +$1.67M +3,074 +801%
MIC
1769
Means Investment Company
Maine
$1.89M +$883K +1,622 +88%
TWM
1770
Thrive Wealth Management
Pennsylvania
$1.88M -$177K -326 -9%
CCFM
1771
Clear Creek Financial Management
Washington
$1.86M -$9.8K -18 -0.5%
CL
1772
CVFG LLC
Indiana
$1.86M -$58.3K -107 -3%
CIA
1773
Cape Investment Advisory
Georgia
$1.85M -$87.6K -161 -5%
VST
1774
Van Strum & Towne
California
$1.85M +$749K +1,375 +69%
USB
1775
Union Savings Bank
Connecticut
$1.84M -$27.8K -51 -1%
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