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Name Holding Trade Value Shares
Change 		Change in
Stake
AFCM
1926
Alta Fox Capital Management
Texas
$21.9M – – –
CAC
1927
Core Alternative Capital
Georgia
$21.9M -$2.7M -5,298 -11%
AI
1928
Accredited Investors
Minnesota
$21.9M +$1.57M +3,068 +8%
1C
1929
111 Capital
France
$21.8M +$7.74M +15,177 +56%
AO
1930
Advisor OS
Illinois
$21.8M +$1.37M +2,695 +7%
FHWM
1931
Fox Hill Wealth Management
Massachusetts
$21.8M -$113K -222 -0.5%
ACM
1932
Allred Capital Management
Texas
$21.8M -$370K -725 -2%
LOPW
1933
Live Oak Private Wealth
North Carolina
$21.7M -$57.6K -113 -0.3%
PFS
1934
Physicians Financial Services
North Carolina
$21.7M -$295K -579 -1%
PFGIA
1935
Patriot Financial Group Insurance Agency
Massachusetts
$21.7M +$221K +434 +1%
HL
1936
HeadInvest LLC
Maine
$21.7M -$215K -421 -1%
PG
1937
Patten Group
Tennessee
$21.6M -$382K -749 -2%
AR
1938
Advisory Research
Illinois
$21.6M +$4.75M +9,320 +29%
1CP
1939
11 Capital Partners
Connecticut
$21.6M -$14.4M -28,200 -40%
CPL
1940
Capital & Planning LLC
Georgia
$21.6M -$10.7K -21 -0.1%
SA
1941
Sovran Advisors
California
$21.6M +$613K +1,202 +3%
UB
1942
Umpqua Bank
Oregon
$21.6M +$282K +552 +1%
LKIM
1943
Lawson Kroeker Investment Management
Nebraska
$21.6M -$830K -1,627 -4%
KC
1944
Kadensa Capital
Hong Kong
$21.6M +$21.2M +41,634 New
BAM
1945
Boyar Asset Management
New York
$21.5M -$212K -416 -1%
BRM
1946
Boston Research & Management
Massachusetts
$21.5M +$74.5K +146 +0.4%
GWANC
1947
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.5M +$193K +378 +0.9%
WA
1948
WBH Advisory
Maryland
$21.4M -$420K -823 -2%
IA
1949
IFG Advisory
Georgia
$21.4M -$706K -1,383 -3%
B
1950
BloombergSen
Ontario, Canada
$21.4M -$219K -429 -1%
76 77
78
79 80