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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1926
Wealth Alliance
New York
$18.4M -$1.07M -2,524 -6%
RBC
1927
Romano Brothers & Co
Illinois
$18.4M -$373K -883 -2%
SFP
1928
Sandbox Financial Partners
Maryland
$18.4M +$1.62M +3,840 +10%
SWM
1929
Sendero Wealth Management
Texas
$18.4M -$455K -1,078 -3%
SPG
1930
Strategic Planning Group
Utah
$18.4M +$3.05M +7,213 +21%
HDIM
1931
Hanson & Doremus Investment Management
Vermont
$18.4M +$348K +825 +2%
TSMHT
1932
Thurston Springer Miller Herd & Titak
Indiana
$18.4M +$17.4M +41,085 New
SHFA
1933
SS&H Financial Advisors
Michigan
$18.3M +$579K +1,370 +3%
WIM
1934
Weitz Investment Management
Nebraska
$18.3M -$1.2M -2,850 -7%
KCPG
1935
Kavar Capital Partners Group
Kansas
$18.3M +$210K +498 +1%
CD
1936
Chapin Davis
Maryland
$18.3M +$339K +802 +2%
MCM
1937
Morton Capital Management
California
$18.3M -$626K -1,482 -3%
SAA
1938
Southeast Asset Advisors
Georgia
$18.3M +$229K +542 +1%
LJAC
1939
L.J. Altfest & Co
New York
$18.3M +$73.1K +173 +0.4%
MCM
1940
Manchester Capital Management
Vermont
$18.3M +$246K +582 +1%
BE
1941
Bonness Enterprises
District of Columbia
$18.2M – – –
CCM
1942
Consolidated Capital Management
California
$18.2M -$608K -1,440 -3%
KFA
1943
Kelleher Financial Advisors
New York
$18.2M -$75.6K -179 -0.4%
FPGK
1944
Financial Partners Group (Kansas)
Kansas
$18.2M +$120K +283 +0.7%
UHC
1945
Union Heritage Capital
Michigan
$18.2M – – –
NMG
1946
New Millennium Group
Utah
$18.2M +$1.69M +3,993 +11%
FP
1947
FFG Partners
Florida
$18.1M +$187K +443 +1%
BFA
1948
Bill Few Associates
Pennsylvania
$18.1M +$54.5K +129 +0.3%
KIM
1949
Kestra Investment Management
Texas
$18.1M +$17.1M +40,545 New
CBT
1950
Central Bank & Trust
Kentucky
$18.1M -$326K -773 -2%
76 77
78
79 80