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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1951
Stonnington Group
California
$11.5M -$1.49M -4,959 -11%
FVCM
1952
F&V Capital Management
Florida
$11.5M +$174K +577 +2%
SCM
1953
Spreng Capital Management
Ohio
$11.5M +$100K +334 +0.9%
SCM
1954
Saber Capital Management
North Carolina
$11.5M +$1.44M +4,773 +15%
CCM
1955
Corsair Capital Management
New York
$11.5M -$416K -1,384 -4%
OGC
1956
Oak Grove Capital
New Hampshire
$11.5M +$982K +3,264 +10%
AWP
1957
Ascent Wealth Partners
New York
$11.5M +$1.3M +4,327 +13%
KA
1958
Kerrisdale Advisers
Florida
$11.5M -$4.11M -13,646 -27%
STB
1959
S&T Bank
Pennsylvania
$11.4M -$65.3K -217 -0.6%
WP
1960
WealthPLAN Partners
Nebraska
$11.4M -$400K -1,329 -3%
TA
1961
Tiedemann Advisors
New York
$11.4M +$186K +619 +2%
WIM
1962
WealthPlan Investment Management
Nebraska
$11.4M +$12.4M +41,212 New
AI
1963
AXS Investments
New York
$11.4M -$3.23M -10,729 -22%
UHC
1964
Union Heritage Capital
Michigan
$11.4M -$903K -3,000 -8%
BCA
1965
Bay Colony Advisors
Massachusetts
$11.4M +$458K +1,521 +4%
HI
1966
Humankind Investments
New York
$11.4M +$618K +2,053 +6%
XI
1967
XXEC Inc
Oklahoma
$11.4M -$12K -40 -0.1%
TPA
1968
Trivium Point Advisory
Connecticut
$11.3M +$624K +2,073 +6%
MC
1969
Miramar Capital
Illinois
$11.3M +$948K +3,150 +9%
SWM
1970
Soundmark Wealth Management
Washington
$11.3M -$273K -907 -2%
PA
1971
Procyon Advisors
Connecticut
$11.3M +$361K +1,199 +3%
RWA
1972
Roberts Wealth Advisors
California
$11.3M -$48.1K -160 -0.4%
SAM
1973
Selway Asset Management
$11.3M – – –
BWA
1974
BDO Wealth Advisors
Florida
$11.3M -$162K -540 -1%
RBFC
1975
Roman Butler Fullerton & Co
Missouri
$11.3M -$78.2K -260 -0.7%
77 78
79
80 81