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Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
1901
Stoneridge Investment Partners
Pennsylvania
$18.2M +$781K +1,828 +5%
RBC
1902
Romano Brothers & Co
Illinois
$18.1M +$411K +962 +2%
BRM
1903
Boston Research & Management
Massachusetts
$18.1M -$241K -564 -1%
HIC
1904
Harbor Island Capital
Massachusetts
$18.1M – – –
SCA
1905
Sage Capital Advisors
South Dakota
$18.1M +$34.2K +80 +0.2%
RB
1906
Rodgers Brothers
Pennsylvania
$18.1M -$1.06M -2,478 -6%
SAM
1907
Soditic Asset Management
United Kingdom
$18M – – –
SG
1908
StoneX Group
New York
$18M -$605K -1,415 -3%
SWA
1909
SOA Wealth Advisors
New York
$18M +$20.5K +48 +0.1%
RGC
1910
Roberts, Glore & Co
Illinois
$18M -$85.9K -201 -0.5%
SM
1911
STF Management
Texas
$18M -$1.68M -3,938 -9%
MCM
1912
Morton Capital Management
California
$18M +$374K +874 +2%
WA
1913
Wealth Alliance
New York
$18M +$236K +553 +1%
CWP
1914
Concord Wealth Partners
Virginia
$18M +$1.21M +2,833 +7%
MWAM
1915
Manhattan West Asset Management
California
$17.9M +$196K +458 +1%
MCM
1916
Manchester Capital Management
Vermont
$17.9M +$340K +796 +2%
SWM
1917
Sendero Wealth Management
Texas
$17.9M +$225K +527 +1%
KIM
1918
Kestra Investment Management
Texas
$17.9M +$461K +1,079 +3%
AT
1919
American Trust
Kentucky
$17.9M +$1.98M +4,630 +13%
MAWA
1920
Moss Adams Wealth Advisors
Washington
$17.9M +$1.15M +2,684 +7%
LSPW
1921
Lake Street Private Wealth
Illinois
$17.9M -$7.48M -17,493 -30%
FPFS
1922
First Personal Financial Services
North Carolina
$17.8M +$1.08M +2,515 +6%
BA
1923
Bellwether Advisors
Nebraska
$17.8M +$3.77M +8,826 +27%
ACM
1924
AlphaStar Capital Management
North Carolina
$17.8M +$1.9M +4,446 +12%
FP
1925
FFG Partners
Florida
$17.8M +$286K +668 +2%
75 76
77
78 79