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Name Holding Trade Value Shares
Change 		Change in
Stake
TBNY
1951
Trustco Bank (New York)
New York
$2.2M -$66.7K -729 -3%
KS
1952
Karpas Strategies
Connecticut
$2.2M +$2.1K +23 +0.1%
GRP
1953
Global Retirement Partners
California
$2.2M +$969K +10,599 +79%
AFC
1954
AFT Forsyth & Company
Florida
$2.18M -$268K -2,935 -11%
AWP
1955
Ascent Wealth Partners
New York
$2.17M +$130K +1,426 +6%
DC
1956
DeDora Capital
California
$2.17M +$160K +1,748 +8%
AB
1957
Atlas Brown
Kentucky
$2.17M +$171K +1,867 +9%
PV
1958
Private Vista
Illinois
$2.17M +$1.57M +17,150 +259%
ACP
1959
Aviance Capital Partners
Florida
$2.16M -$12.7K -139 -0.6%
DSAM
1960
Dock Street Asset Management
Florida
$2.16M -$785K -8,583 -27%
BCFS
1961
Butensky & Cohen Financial Security
Florida
$2.16M -$273K -2,990 -11%
VFPI
1962
Vantage Financial Partners (Illinois)
Illinois
$2.15M +$128K +1,400 +6%
EU
1963
Emory University
Georgia
$2.15M +$77.7K +850 +4%
GIM
1964
Guardian Investment Management
California
$2.14M -$45.3K -495 -2%
WCM
1965
Windward Capital Management
California
$2.14M +$673K +7,363 +46%
PCAP
1966
Pratt Collard Advisory Partners
New York
$2.13M -$108K -1,183 -5%
BTNA
1967
Bremer Trust National Association
Minnesota
$2.13M -$42.9K -469 -2%
EHWM
1968
Eads & Heald Wealth Management
Georgia
$2.12M -$256K -2,800 -11%
FCFC
1969
First Commonwealth Financial Corp
Pennsylvania
$2.12M +$280K +3,065 +15%
PIM
1970
Platinum Investment Management
Australia
$2.12M – – –
IIA
1971
IPG Investment Advisors
California
$2.11M +$135K +1,481 +7%
BW
1972
Bison Wealth
Georgia
$2.1M +$26.5K +290 +1%
LI
1973
Longer Investments
Arkansas
$2.08M -$640K -7,000 -23%
BAM
1974
Belpointe Asset Management
Nevada
$2.08M -$2.31M -25,216 -53%
PCA
1975
Providence Capital Advisors
North Carolina
$2.07M +$1.84M +20,079 +777%
77 78
79
80 81