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Name Holding Trade Value Shares
Change 		Change in
Stake
OWG
1951
Oxford Wealth Group
Florida
$1.28M +$2.59K +5 +0.2%
CWM
1952
Connecticut Wealth Management
Connecticut
$1.28M +$227K +439 +22%
BM
1953
Bridger Management
New York
$1.26M +$1.24M +2,400 New
HFS
1954
Howard Financial Services
Texas
$1.26M +$25.9K +50 +2%
CFG
1955
Carr Financial Group
Massachusetts
$1.26M +$18.6K +36 +2%
PTC
1956
Provident Trust Company
Wisconsin
$1.25M – – –
CFP
1957
Cascade Financial Partners
California
$1.25M +$10.4K +20 +0.8%
RFS
1958
Richardson Financial Services
Massachusetts
$1.25M -$34.2K -66 -3%
CAL
1959
Capital Advisors Ltd
Ohio
$1.25M +$16.6K +32 +1%
HC
1960
Hara Capital
Washington
$1.25M – – –
C1AG
1961
Client 1st Advisory Group
Florida
$1.24M -$28K -54 -2%
EWM
1962
EPG Wealth Management
Georgia
$1.24M -$191K -368 -13%
CCA
1963
Catalyst Capital Advisors
New York
$1.24M +$457K +883 +60%
ICM
1964
IMS Capital Management
Oregon
$1.24M +$12.9K +25 +1%
BPWM
1965
Badgley Phelps Wealth Managers
Washington
$1.24M +$212K +410 +21%
SSWM
1966
Sheets Smith Wealth Management
North Carolina
$1.24M -$77.7K -150 -6%
SCM
1967
Schnieders Capital Management
California
$1.24M – – –
WCM
1968
Whitener Capital Management
North Carolina
$1.24M -$518K -1,000 -30%
CC
1969
Callan Capital
California
$1.23M +$3.62K +7 +0.3%
LI
1970
LRI Investments
Florida
$1.23M +$16K +31 +1%
AWM
1971
Absher Wealth Management
North Carolina
$1.23M +$6.21K +12 +0.5%
CFO
1972
Collective Family Office
Pennsylvania
$1.23M -$23.3K -45 -2%
OC
1973
Oakworth Capital
Alabama
$1.23M +$64.2K +124 +6%
FFA
1974
Florida Financial Advisors
Florida
$1.22M +$81.3K +157 +7%
HFM
1975
Hartford Funds Management
Pennsylvania
$1.22M +$97.8K +189 +9%
77 78
79
80 81