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Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
1926
Mill Creek Capital Advisors
Pennsylvania
$3.97M -$79.8K -155 -2%
AT
1927
American Trust
Kentucky
$3.97M +$1.88M +3,663 +112%
RPCONE
1928
Retirement Planning Company of New England
Rhode Island
$3.97M +$36K +70 +1%
GCM
1929
Glynn Capital Management
California
$3.96M -$2M -3,889 -36%
RBFC
1930
Roman Butler Fullerton & Co
Missouri
$3.96M +$5.66K +11 +0.2%
SAF
1931
Smith Anglin Financial
Texas
$3.95M +$421K +818 +13%
LAIC
1932
Lederer & Associates Investment Counsel
California
$3.95M -$50.9K -99 -1%
CRI
1933
Colonial River Investments
Virginia
$3.94M +$321K +624 +10%
TCPG
1934
Trivant Custom Portfolio Group
California
$3.94M +$10.8K +21 +0.3%
MCC
1935
Money Concepts Capital
Florida
$3.93M -$7.72K -15 -0.2%
PCTC
1936
Perkins Coie Trust Company
Washington
$3.93M +$253K +491 +8%
GWMR
1937
GC Wealth Management RIA
Massachusetts
$3.92M +$16.5K +32 +0.5%
WFI
1938
West Family Investments
California
$3.92M +$627K +1,219 +22%
FPCP
1939
Fort Point Capital Partners
California
$3.91M +$65.3K +127 +2%
CAM
1940
Cidel Asset Management
Ontario, Canada
$3.9M -$329K -640 -9%
MFA
1941
Mayflower Financial Advisors
Massachusetts
$3.9M -$17K -33 -0.5%
AWA
1942
Alta Wealth Advisors
Massachusetts
$3.9M +$60.7K +118 +2%
NB
1943
Nicolet Bankshares
Wisconsin
$3.89M -$118K -230 -3%
GA
1944
GraniteShares Advisors
New York
$3.89M -$172K -334 -5%
PB
1945
Pinnacle Bancorp
Nebraska
$3.88M +$534K +1,037 +18%
KIA
1946
KCM Investment Advisors
California
$3.86M -$52K -101 -1%
WWM
1947
Whalen Wealth Management
Nevada
$3.85M +$270K +524 +8%
JWM
1948
Jupiter Wealth Management
Colorado
$3.85M +$309K +600 +10%
AA
1949
Altman Advisors
Illinois
$3.85M +$32.9K +64 +1%
DWM
1950
Drive Wealth Management
Utah
$3.85M -$99.3K -193 -3%
76 77
78
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