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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1751
Capital Planning Advisors
California
$13.9M -$397K -1,555 -3%
MWM
1752
Marietta Wealth Management
Georgia
$13.8M -$15.1K -59 -0.1%
GGI
1753
GPM Growth Investors
Michigan
$13.8M -$11.7K -46 -0.1%
SIM
1754
Sentry Investment Management
Wisconsin
$13.8M -$1.02M -3,996 -8%
LOPW
1755
Live Oak Private Wealth
North Carolina
$13.7M +$42.3K +166 +0.4%
CA
1756
Crewe Advisors
Utah
$13.7M -$59.4K -233 -0.5%
CWM
1757
Circle Wealth Management
New Jersey
$13.7M -$25K -98 -0.2%
AT
1758
American Trust
Kentucky
$13.7M +$124K +487 +1%
OPTFSNA
1759
Old Point Trust & Financial Services N A
Virginia
$13.6M -$45.9K -180 -0.4%
FVWA
1760
Foster Victor Wealth Advisors
South Carolina
$13.6M +$428K +1,676 +4%
MBT
1761
Montecito Bank & Trust
California
$13.6M -$362K -1,420 -3%
AWCI
1762
Alpine Woods Capital Investors
New York
$13.6M -$57.4K -225 -0.5%
JAM
1763
JCIC Asset Management
Ontario, Canada
$13.6M +$230K +900 +2%
ISB
1764
Iowa State Bank
Iowa
$13.6M -$1.06M -4,167 -8%
SNB
1765
Security National Bank
Nebraska
$13.5M -$579K -2,270 -5%
BWM
1766
Bulltick Wealth Management
Florida
$13.5M -$246K -963 -2%
TIM
1767
Thornburg Investment Management
New Mexico
$13.4M -$163K -640 -1%
SAM
1768
Stansberry Asset Management
Texas
$13.4M -$3.57M -13,995 -23%
IP
1769
Isthmus Partners
Wisconsin
$13.4M +$503K +1,971 +4%
LKIM
1770
Lawson Kroeker Investment Management
Nebraska
$13.4M +$1.37M +5,377 +13%
MAM
1771
Morse Asset Management
Connecticut
$13.4M -$732K -2,868 -6%
JCM
1772
Jacobi Capital Management
Pennsylvania
$13.4M +$554K +2,173 +5%
AL
1773
Aspiriant LLC
California
$13.4M -$181K -708 -2%
CC
1774
Codex Capital
New York
$13.4M – – –
SB
1775
Strategic Blueprint
Georgia
$13.4M -$2.21M -8,680 -16%
69 70
71
72 73