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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1801
Silverlake Wealth Management
Vermont
$17.9M -$177K -437 -0.9%
FAM
1802
Fairtree Asset Management
South Africa
$17.8M +$1.46M +3,618 +8%
SIC
1803
Sigma Investment Counselors
Michigan
$17.8M -$1.18M -2,905 -6%
CIAS
1804
Capital Investment Advisory Services
North Carolina
$17.8M +$2.24M +5,538 +13%
OC
1805
Oakworth Capital
Alabama
$17.8M -$72.4K -179 -0.4%
AL
1806
Aspiriant LLC
California
$17.8M +$2.17M +5,372 +13%
SFG
1807
Snider Financial Group
Washington
$17.8M +$4.47M +11,056 +30%
SACTSONJ
1808
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$17.8M -$1.08M -2,679 -5%
KFGK
1809
Keystone Financial Group (Kentucky)
Kentucky
$17.7M -$867K -2,142 -4%
CICI
1810
Capital Investment Counsel Inc
North Carolina
$17.7M +$324K +800 +2%
RCA
1811
Resonant Capital Advisors
Wisconsin
$17.7M -$74.4K -184 -0.4%
UB
1812
Umpqua Bank
Oregon
$17.6M +$2.07M +5,127 +12%
FAM
1813
Formidable Asset Management
Ohio
$17.6M +$316K +781 +2%
CWM
1814
Connecticut Wealth Management
Connecticut
$17.6M -$1.4M -3,464 -7%
ERWM
1815
Elk River Wealth Management
Colorado
$17.6M -$1.43M -3,522 -7%
FWTB
1816
First Western Trust Bank
Colorado
$17.6M -$1.14M -2,826 -6%
KC
1817
KCM Capital
Kansas
$17.5M – – –
CA
1818
Claar Advisors
New York
$17.5M -$15K -37 -0.1%
TPCM
1819
Two Point Capital Management
New York
$17.5M -$16.2K -40 -0.1%
WC
1820
Waterloo Capital
Texas
$17.5M +$1.68M +4,145 +10%
EW
1821
Evexia Wealth
Wisconsin
$17.4M +$222K +548 +2%
FFM
1822
Forum Financial Management
Illinois
$17.4M -$448K -1,107 -2%
LG
1823
Leuthold Group
Minnesota
$17.4M -$619K -1,531 -3%
TWC
1824
The Woodbridge Company
Ontario, Canada
$17.4M – – –
GSP
1825
Grafton Street Partners
Florida
$17.4M – – –
71 72
73
74 75