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Name Holding Trade Value Shares
Change 		Change in
Stake
SBWIC
1876
Schaper Benz & Wise Investment Counsel
Wisconsin
$19.6M +$195K +461 +1%
BB
1877
Berkshire Bank
Massachusetts
$19.6M -$990K -2,344 -5%
SIA
1878
SeaBridge Investment Advisors
New Jersey
$19.6M +$655K +1,550 +4%
NL
1879
NKCFO LLC
Illinois
$19.5M – – –
TPWA
1880
TRUE Private Wealth Advisors
Oregon
$19.5M -$87.4K -207 -0.5%
FC
1881
FACT Capital
New York
$19.4M -$1.4M -3,318 -7%
PFS
1882
Physicians Financial Services
North Carolina
$19.4M +$250K +592 +1%
SG
1883
StoneX Group
New York
$19.4M +$3.65M +8,654 +25%
IP
1884
Isthmus Partners
Wisconsin
$19.4M -$468K -1,107 -2%
SF
1885
Symphony Financial
Texas
$19.3M +$3M +7,108 +20%
MFA
1886
Mayflower Financial Advisors
Massachusetts
$19.3M -$272K -644 -1%
SAM
1887
Strategy Asset Managers
California
$19.3M +$1.12M +2,646 +5%
NCGI
1888
Next Century Growth Investors
Minnesota
$19.3M -$51.1K -121 -0.3%
LWMM
1889
Legacy Wealth Management (Mississippi)
Mississippi
$19.2M -$52.8K -125 -0.3%
PWPS
1890
Pinnacle Wealth Planning Services
Ohio
$19.2M -$131K -311 -0.7%
WAS
1891
Winch Advisory Services
Wisconsin
$19.2M -$179K -423 -1%
MWM
1892
Marietta Wealth Management
Georgia
$19.2M -$207K -490 -1%
KP
1893
Keel Point
Alabama
$19.1M +$139K +329 +0.7%
VAS
1894
Vestmark Advisory Solutions
Massachusetts
$19.1M -$165K -390 -0.9%
WCM
1895
Whitener Capital Management
North Carolina
$19.1M +$884K +2,093 +5%
HCA
1896
Harbor Capital Advisors
Illinois
$19.1M -$3.32M -7,868 -16%
BRM
1897
Boston Research & Management
Massachusetts
$19.1M -$356K -844 -2%
BIG
1898
Brooklyn Investment Group
New York
$19M – – –
JAM
1899
JCIC Asset Management
Ontario, Canada
$19M -$272K -643 -1%
MKA
1900
M. Kulyk & Associates
Georgia
$19M +$750K +1,777 +4%
74 75
76
77 78