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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMK
1951
Paragon Capital Management (Kansas)
Kansas
$20.4M -$337K -775 -2%
WFG
1952
Wills Financial Group
Virginia
$20.4M +$55.6K +128 +0.3%
SFG
1953
Snider Financial Group
Washington
$20.4M -$925K -2,131 -5%
WAS
1954
Winch Advisory Services
Wisconsin
$20.3M -$379K -873 -2%
TCM
1955
Thames Capital Management
New Jersey
$20.3M – – –
AFP
1956
Ausdal Financial Partners
Iowa
$20.3M +$1.82M +4,198 +11%
ISB
1957
Iowa State Bank
Iowa
$20.3M -$53K -122 -0.3%
UHC
1958
Union Heritage Capital
Michigan
$20.2M – – –
LWL
1959
Leo Wealth LLC
Texas
$20.2M +$10.4M +23,996 +143%
KCPG
1960
Kavar Capital Partners Group
Kansas
$20.2M -$142K -327 -0.8%
LGWM
1961
Litman Gregory Wealth Management
California
$20.2M -$175K -402 -1%
BE
1962
Bonness Enterprises
District of Columbia
$20.2M – – –
BFG
1963
Berger Financial Group
Minnesota
$20.2M -$238K -549 -1%
SFP
1964
Shepherd Financial Partners
Massachusetts
$20.2M -$46.9K -108 -0.3%
HCP
1965
Hamilton Capital Partners
Georgia
$20.2M -$31.3K -72 -0.2%
BMWM
1966
Brown Miller Wealth Management
Virginia
$20.1M +$16.1K +37 +0.1%
SP
1967
Stonebrook Private
Michigan
$20.1M -$190K -438 -1%
RBC
1968
Romano Brothers & Co
Illinois
$20.1M -$436K -1,003 -2%
SQA
1969
Simon Quick Advisors
New Jersey
$20M -$13.9M -31,907 -44%
UWM
1970
Udine Wealth Management
Florida
$20M +$73.8K +170 +0.4%
HP
1971
Hound Partners
New York
$19.9M -$1.93M -4,451 -10%
QC
1972
Quent Capital
New York
$19.9M +$285K +656 +2%
GSEP
1973
Golden State Equity Partners
California
$19.9M +$754K +1,736 +5%
ACP
1974
Aviance Capital Partners
Florida
$19.9M +$129K +297 +0.7%
DTC
1975
Davidson Trust Company
Washington
$19.9M -$561K -1,291 -3%
77 78
79
80 81