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Name Holding Trade Value Shares
Change 		Change in
Stake
LT
1951
Legacy Trust
Michigan
$15.4M +$21.6K +53 +0.1%
APP
1952
Avantax Planning Partners
Iowa
$15.3M -$1.56M -3,831 -9%
TNBTD
1953
Trustmark National Bank Trust Department
Mississippi
$15.3M +$285K +700 +2%
TCM
1954
Thames Capital Management
New Jersey
$15.3M – – –
WFG
1955
Wills Financial Group
Virginia
$15.3M +$64K +157 +0.4%
SP
1956
Stonebrook Private
Michigan
$15.3M +$413K +1,012 +3%
CG
1957
CFO4Life Group
Texas
$15.3M +$42.4K +104 +0.3%
UHC
1958
Union Heritage Capital
Michigan
$15.3M – – –
SFP
1959
Shepherd Financial Partners
Massachusetts
$15.3M +$1.44M +3,541 +10%
WIS
1960
Wright Investors Service
Connecticut
$15.3M +$905K +2,219 +6%
BE
1961
Bonness Enterprises
District of Columbia
$15.2M -$81.5K -200 -0.5%
HCP
1962
Hamilton Capital Partners
Georgia
$15.2M +$5.68M +13,940 +52%
MC
1963
Montag & Caldwell
Georgia
$15.2M -$6.08M -14,911 -27%
IAM
1964
Impact Asset Management
$15.2M -$3.91M -9,580 -19%
CWP
1965
Concord Wealth Partners
Virginia
$15.2M -$1.37M -3,367 -8%
BMWM
1966
Brown Miller Wealth Management
Virginia
$15.2M +$909K +2,229 +6%
WCA
1967
Westover Capital Advisors
Delaware
$15.2M -$103K -253 -0.6%
MA
1968
MSA Advisors
California
$15.2M +$1.04M +2,540 +7%
LA
1969
LM Advisors
California
$15.2M +$1.52M +3,728 +10%
PS
1970
Pennant Select
New Jersey
$15.2M +$8.15M +20,000 +98%
TFA
1971
Teamwork Financial Advisors
Texas
$15.2M -$14.4M -35,250 -47%
WEG
1972
World Equity Group
Illinois
$15.2M -$9.58M -23,492 -38%
CA
1973
CoreCap Advisors
Michigan
$15.2M +$458K +1,124 +3%
JHCP
1974
Jackson Hole Capital Partners
Oklahoma
$15.1M -$251K -615 -2%
LSA
1975
L & S Advisors
California
$15.1M -$4.04M -9,913 -20%
77 78
79
80 81