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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2601
Constitution Capital
Connecticut
$508K +$129K +480 +39%
EWM
2602
EPG Wealth Management
Georgia
$506K -$212K -787 -31%
QCM
2603
Quest Capital Management
Texas
$505K -$65.7K -244 -12%
FA
2604
Fermata Advisors
California
$505K +$463K +1,718 New
CCC
2605
Crescent Capital Consulting
Louisiana
$504K +$132K +492 +40%
LCM
2606
LCM Capital Management
Illinois
$501K -$50.9K -189 -10%
TC
2607
Tacita Capital
Ontario, Canada
$501K +$188K +700 +70%
LF
2608
Lantz Financial
Illinois
$500K -$107K -399 -19%
SGK
2609
Steigerwald Gordon & Koch
Virginia
$500K +$9.69K +36 +2%
VCM
2610
Versant Capital Management
Arizona
$497K -$24K -89 -5%
TFCP
2611
Twin Focus Capital Partners
Massachusetts
$497K -$539 -2 -0.1%
WA1
2612
Wimmer Associates 1
California
$495K +$5.38K +20 +1%
WPA
2613
West Paces Advisors
Georgia
$493K +$58.4K +217 +15%
ST
2614
Sentinel Trust
Texas
$492K +$186K +691 +71%
AWM
2615
Atticus Wealth Management
Florida
$490K -$92.4K -343 -17%
OC
2616
Oakworth Capital
Alabama
$490K – – –
JWM
2617
Janiczek Wealth Management
Colorado
$490K +$56K +208 +14%
JHP
2618
James Hambro & Partners
United Kingdom
$490K +$448K +1,662 New
VCM
2619
Vision Capital Management
Oregon
$489K -$25K -93 -5%
RWRC
2620
R.W. Roge & Company
New York
$488K – – –
TF
2621
Trek Financial
Arizona
$484K -$163K -607 -27%
GIP
2622
Greatmark Investment Partners
Georgia
$482K – – –
NSB
2623
Norway Savings Bank
Maine
$480K +$247K +917 +128%
AWM
2624
Adams Wealth Management
Utah
$479K +$26.1K +97 +6%
PWM
2625
Prentice Wealth Management
New York
$479K +$438K +1,626 New
103 104
105
106 107