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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1951
Solidarity Wealth
Utah
$10.8M +$9.59M +37,602 New
CD
1952
Chapin Davis
Maryland
$10.8M +$229K +896 +2%
TNBTD
1953
Trustmark National Bank Trust Department
Mississippi
$10.8M -$8.67K -34 -0.1%
FNWM
1954
Financial Network Wealth Management
Utah
$10.8M -$55.1K -216 -0.6%
4WM
1955
44 Wealth Management
Oregon
$10.8M +$123K +484 +1%
AFM
1956
Abbot Financial Management
Massachusetts
$10.8M -$237K -931 -2%
UCMOK
1957
United Capital Management of KS
Kansas
$10.8M +$778K +3,050 +9%
SCP
1958
Shorepoint Capital Partners
Massachusetts
$10.7M -$588K -2,307 -6%
CMG
1959
Cavalry Management Group
California
$10.7M +$9.5M +37,242 New
RCM
1960
Ravenstone Capital Management
$10.7M -$756K -2,963 -7%
PAM
1961
Pegasus Asset Management
New York
$10.7M -$232K -911 -2%
LBC
1962
Lawrence B. Cohen
$10.7M -$773K -3,030 -8%
COLIM
1963
City of London Investment Management
United Kingdom
$10.6M +$4.53M +17,750 +93%
AWP
1964
Ascent Wealth Partners
New York
$10.6M +$114K +448 +1%
LA
1965
Legacy Advisors
Pennsylvania
$10.6M +$584K +2,288 +7%
CRM
1966
Cramer Rosenthal McGlynn
Connecticut
$10.6M +$1.54M +6,031 +20%
NC
1967
NBW Capital
Massachusetts
$10.6M -$1.42M -5,564 -13%
HCA
1968
Harbour Capital Advisors
Virginia
$10.6M +$789K +3,094 +9%
ERIC
1969
Eagle Rock Investment Company
Georgia
$10.6M +$245K +961 +3%
SLG
1970
Stanley-Laman Group
Pennsylvania
$10.6M -$976K -3,825 -9%
AC
1971
Avestar Capital
New York
$10.6M -$172K -674 -2%
NCGI
1972
Next Century Growth Investors
Minnesota
$10.5M -$1.28M -5,007 -12%
PI
1973
PFG Investments
New York
$10.5M +$9.3M +36,478 New
IC
1974
Inscription Capital
Texas
$10.5M +$824K +3,231 +10%
BMWM
1975
Brown Miller Wealth Management
Virginia
$10.5M +$8.67K +34 +0.1%
77 78
79
80 81