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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1951
SS&H Financial Advisors
Michigan
$12.8M +$13.4M +40,477 New
BEI
1952
Benjamin Edwards Inc
Missouri
$12.8M +$350K +1,058 +3%
CG
1953
CFO4Life Group
Texas
$12.8M -$42.3K -128 -0.3%
NAS
1954
Nicolet Advisory Services
Wisconsin
$12.7M +$915K +2,769 +7%
ACM
1955
Argyle Capital Management
Pennsylvania
$12.7M -$220K -666 -2%
CC
1956
Codex Capital
New York
$12.6M -$793K -2,400 -6%
LJAC
1957
L.J. Altfest & Co
New York
$12.6M +$374K +1,133 +3%
MA
1958
MYDA Advisors
New York
$12.6M +$3.97M +12,000 +43%
RWA
1959
Roberts Wealth Advisors
California
$12.6M +$75.3K +228 +0.6%
ST
1960
Somerset Trust
Pennsylvania
$12.6M -$815K -2,466 -6%
GAM
1961
Grandview Asset Management
Pennsylvania
$12.6M +$13.2M +39,912 New
NCGI
1962
Next Century Growth Investors
Minnesota
$12.6M – – –
SCP
1963
Seizert Capital Partners
Michigan
$12.6M -$77.3K -234 -0.6%
HIP
1964
Harrell Investment Partners
Texas
$12.6M -$1.57M -4,764 -11%
TWM
1965
TLW Wealth Management
Florida
$12.5M -$105K -317 -0.8%
SQA
1966
Simon Quick Advisors
New Jersey
$12.5M +$1.36M +4,110 +12%
WCM
1967
Whitener Capital Management
North Carolina
$12.5M -$12.9K -39 -0.1%
IPW
1968
Inlet Private Wealth
Florida
$12.5M -$647K -1,958 -5%
TIMH
1969
Tilt Investment Management Holdings
New York
$12.5M – – –
HA
1970
Herold Advisors
New York
$12.5M -$625K -1,890 -5%
TCM
1971
Traynor Capital Management
Pennsylvania
$12.5M +$81K +245 +0.6%
BAM
1972
Brave Asset Management
New Jersey
$12.5M -$110K -334 -0.8%
BA
1973
Birinyi Associates
Connecticut
$12.5M +$438K +1,325 +3%
CAIMH
1974
Central Asset Investments & Management Holdings
Hong Kong
$12.5M +$245K +740 +2%
CCS
1975
Concentric Capital Strategies
Connecticut
$12.4M +$5.39M +16,308 +71%
77 78
79
80 81