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Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
1951
Mill Creek Capital Advisors
Pennsylvania
$6.31M +$114K +153 +2%
EWM
1952
Evergreen Wealth Management
Michigan
$6.31M -$398K -535 -6%
LI
1953
Louisbourg Investments
New Brunswick, Canada
$6.3M – – –
ICP
1954
Interchange Capital Partners
Pennsylvania
$6.27M +$1.3M +1,748 +26%
BFS
1955
Bard Financial Services
Connecticut
$6.26M -$22.3K -30 -0.4%
HCA
1956
Harbour Capital Advisors
Virginia
$6.26M -$14.1K -19 -0.2%
HCM
1957
Harvey Capital Management
Florida
$6.25M -$223K -300 -3%
HZ
1958
Hixon Zuercher
Ohio
$6.24M +$239K +321 +4%
AIM
1959
AMI Investment Management
Indiana
$6.21M -$326K -438 -5%
TW
1960
TritonPoint Wealth
Maryland
$6.2M +$397K +534 +7%
QC
1961
Quent Capital
New York
$6.19M +$88.6K +119 +1%
KFA
1962
Kapstone Financial Advisors
Ohio
$6.18M -$649K -872 -9%
OWA
1963
One Wealth Advisors
California
$6.16M +$1.29M +1,729 +26%
MW
1964
Maia Wealth
Colorado
$6.16M -$300K -403 -4%
SAW
1965
Signal Advisors Wealth
Michigan
$6.14M +$895K +1,203 +17%
CP
1966
Canopy Partners
Ohio
$6.13M +$110K +148 +2%
CPA
1967
Capital Performance Advisors
California
$6.11M -$155K -208 -2%
FHWM
1968
Fox Hill Wealth Management
Massachusetts
$6.11M +$349K +469 +6%
JAM
1969
JCIC Asset Management
Ontario, Canada
$6.1M +$6.18M +8,306 New
FMLI
1970
Fukoku Mutual Life Insurance
Japan
$6.1M -$202K -271 -3%
RCIM
1971
Red Cedar Investment Management
Michigan
$6.1M – – –
TTIC
1972
Tower Trust & Investment Company
Iowa
$6.09M -$93K -125 -1%
CCG
1973
Ceeto Capital Group
Florida
$6.07M +$74.4K +100 +1%
MAM
1974
Milestone Asset Management
Pennsylvania
$6.06M +$1.69M +2,270 +38%
WC
1975
Wynn Capital
Georgia
$6.05M +$78.2K +105 +1%
77 78
79
80 81