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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1926
Florida Financial Advisors
Florida
$1.37M -$300K -523 -18%
RFS
1927
Richardson Financial Services
Massachusetts
$1.37M +$5.17K +9 +0.4%
MCC
1928
Money Concepts Capital
Florida
$1.37M -$20.7K -36 -1%
GWANC
1929
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.37M -$2.87K -5 -0.2%
PIA
1930
Perennial Investment Advisors
California
$1.37M +$6.89K +12 +0.5%
SPWG
1931
Syntegra Private Wealth Group
Missouri
$1.36M +$46.5K +81 +3%
BPWM
1932
Badgley Phelps Wealth Managers
Washington
$1.36M -$21.2K -37 -2%
CSIC
1933
Clifford Swan Investment Counsel
California
$1.36M +$574 +1 +0%
CAL
1934
Capital Advisors Ltd
Ohio
$1.36M -$2.87K -5 -0.2%
WCM
1935
Whitener Capital Management
North Carolina
$1.36M -$1.15K -2 -0.1%
MAM
1936
MWA Asset Management
Massachusetts
$1.35M +$135K +235 +11%
PTC
1937
Provident Trust Company
Wisconsin
$1.35M – – –
CCP
1938
Cassia Capital Partners
North Carolina
$1.35M +$149K +260 +12%
TA
1939
Tectonic Advisors
Texas
$1.35M -$1.12M -1,956 -45%
DA
1940
Detalus Advisors
Missouri
$1.35M -$1.72K -3 -0.1%
FHC
1941
First Heartland Consultants
Missouri
$1.34M +$46.5K +81 +4%
TAFW
1942
Tred Avon Family Wealth
Maryland
$1.34M +$1.35M +2,356 New
CFP
1943
Cascade Financial Partners
California
$1.34M – – –
PWAM
1944
Private Wealth Asset Management
Iowa
$1.34M -$12.1K -21 -0.9%
NFA
1945
Northern Financial Advisors
Michigan
$1.34M +$36.2K +63 +3%
CP
1946
Clarendon Private
Massachusetts
$1.33M -$86.7K -151 -6%
CG
1947
Corundum Group
Colorado
$1.33M -$33.9K -59 -2%
FMN
1948
Financial Management Network
California
$1.33M +$82.1K +143 +7%
ICP
1949
Impact Capital Partners
Colorado
$1.32M -$38.5K -67 -3%
ARMT
1950
Amica Retiree Medical Trust
Rhode Island
$1.32M – – –
76 77
78
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