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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1926
Resurgent Financial Advisors
Georgia
$592K +$202K +562 +51%
DIP
1927
DT Investment Partners
Pennsylvania
$592K +$258K +718 +77%
RPWA
1928
Regent Peak Wealth Advisors
Georgia
$591K +$19.8K +55 +3%
PGH
1929
Partners Group Holding
Switzerland
$590K -$100K -279 -14%
MMPW
1930
Mitchell McLeod Pugh & Williams
Alabama
$590K +$97.1K +270 +20%
SIMG
1931
Sonora Investment Management Group
Arizona
$590K +$97.1K +270 +20%
LOAMU
1932
Lombard Odier Asset Management (USA)
New York
$590K +$304K +845 +105%
TIM
1933
Tevis Investment Management
Texas
$588K – – –
CWM
1934
Cordatus Wealth Management
Pennsylvania
$586K -$55.4K -154 -9%
LWMM
1935
Legacy Wealth Management (Mississippi)
Mississippi
$583K +$359 +1 +0.1%
TIA
1936
Traphagen Investment Advisors
New Jersey
$583K +$48.9K +136 +9%
CB
1937
Community Bank
New York
$581K -$1.8K -5 -0.3%
SSWM
1938
Sheets Smith Wealth Management
North Carolina
$581K +$244K +678 +72%
CA
1939
Claro Advisors
Massachusetts
$579K – – –
OFS
1940
Oldfather Financial Services
Nebraska
$578K -$2.16K -6 -0.4%
CMS
1941
Capital Market Strategies
Florida
$577K -$64.7K -180 -10%
MIM
1942
Moseley Investment Management
Florida
$576K – – –
WT
1943
Washington Trust
Rhode Island
$575K +$3.6K +10 +0.6%
AW
1944
Alaethes Wealth
Nevada
$573K -$905K -2,517 -61%
HGWM
1945
Horst & Graben Wealth Management
Oregon
$573K +$719 +2 +0.1%
SG
1946
Stonnington Group
California
$573K +$70.1K +195 +13%
WB
1947
Webster Bank
Connecticut
$572K -$41.3K -115 -7%
ICM
1948
IMS Capital Management
Oregon
$571K +$24.8K +69 +5%
CA
1949
Calton & Associates
Florida
$570K -$22.6K -63 -4%
MKC
1950
M. Kraus & Co
Vermont
$569K -$10.8K -30 -2%
76 77
78
79 80