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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1926
Provident Trust Company
Wisconsin
$1.05M – – –
FFWA
1927
FRG Family Wealth Advisors
Washington
$1.04M -$456 -1 -0%
NCFG
1928
New Century Financial Group
New Jersey
$1.04M +$103K +226 +11%
VCM
1929
Virtue Capital Management
Tennessee
$1.04M -$56.9K -125 -5%
SPWG
1930
Syntegra Private Wealth Group
Missouri
$1.04M +$104K +228 +11%
CFG
1931
Carr Financial Group
Massachusetts
$1.04M +$17.8K +39 +2%
IIM
1932
Ipswich Investment Management
Massachusetts
$1.03M – – –
MAWA
1933
Moss Adams Wealth Advisors
Washington
$1.03M +$136K +298 +15%
LAM
1934
Lifestyle Asset Management
Texas
$1.03M -$90.7K -199 -8%
DL
1935
DOHJ LLC
Washington
$1.03M +$60.6K +133 +6%
PC
1936
Permit Capital
Pennsylvania
$1.02M – – –
HFS
1937
Howard Financial Services
Texas
$1.02M -$138K -302 -12%
RB
1938
Renasant Bank
Mississippi
$1.02M -$26.4K -58 -2%
ALAM
1939
Asahi Life Asset Management
Japan
$1.02M +$269K +590 +34%
PSC
1940
Portman Square Capital
United Kingdom
$1.02M +$1.05M +2,310 New
AGWCA
1941
Annis Gardner Whiting Capital Advisors
Florida
$1.02M +$16.9K +37 +2%
MMM
1942
Mendel Money Management
Illinois
$1.01M -$29.2K -64 -3%
AA
1943
Alta Advisers
United Kingdom
$1.01M +$45.6K +100 +5%
MIA
1944
MainStreet Investment Advisors
Illinois
$1.01M -$117K -257 -10%
SCM
1945
Seascape Capital Management
New Hampshire
$1.01M -$7.29K -16 -0.7%
HC
1946
Hamilton Capital
Ohio
$1.01M -$222K -488 -18%
FLI
1947
Family Legacy Inc
South Carolina
$1.01M +$6.83K +15 +0.7%
LJAC
1948
L.J. Altfest & Co
New York
$1.01M +$31K +68 +3%
OFG
1949
Oxford Financial Group
Indiana
$1.01M +$409K +898 +65%
SMA
1950
Seven Mile Advisory
New Jersey
$1M +$2.28K +5 +0.2%
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78
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