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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2101
Hengehold Capital Management
Ohio
$4.67M +$148K +903 +3%
HIS
2102
Horizon Investment Services
Indiana
$4.67M -$241K -1,465 -5%
TCM
2103
Traynor Capital Management
Pennsylvania
$4.67M +$1.31M +7,966 +37%
WIM
2104
Wittenberg Investment Management
Massachusetts
$4.66M -$1.25M -7,615 -20%
CA
2105
Claro Advisors
Massachusetts
$4.66M +$662K +4,025 +16%
IC
2106
Investment Counsel
Michigan
$4.66M -$1.37M -8,344 -22%
CFFP
2107
Center for Financial Planning
Michigan
$4.66M +$245K +1,490 +5%
DWM
2108
Darwin Wealth Management
Florida
$4.65M +$172K +1,047 +4%
AAM
2109
Ascension Asset Management
New York
$4.64M -$69.9K -425 -1%
WBG
2110
Wharton Business Group
Pennsylvania
$4.63M -$121K -737 -2%
MFG
2111
MidWestOne Financial Group
Iowa
$4.63M -$3.29K -20 -0.1%
PAS
2112
Partnervest Advisory Services
California
$4.63M +$2.28M +13,894 +90%
RSWM
2113
Robertson Stephens Wealth Management
California
$4.63M +$1.94M +11,810 +67%
GIC
2114
Gantzert Investment Company
Illinois
$4.62M -$105K -640 -2%
BFO
2115
Biltmore Family Office
North Carolina
$4.62M -$8.93M -54,320 -65%
LSC
2116
Lesa Sroufe & Co
Washington
$4.61M -$117K -714 -2%
MFS
2117
Mirabella Financial Services
United Kingdom
$4.61M -$2.43M -14,766 -34%
GLR
2118
Great Lakes Retirement
Ohio
$4.61M +$1.14M +6,958 +31%
SC
2119
Stralem & Co
New York
$4.6M -$1.8M -10,955 -27%
NB
2120
Nicolet Bankshares
Wisconsin
$4.59M -$34.2K -208 -0.7%
EWG
2121
Executive Wealth Group
Washington
$4.59M +$5.1K +31 +0.1%
SIA
2122
Soltis Investment Advisors
Utah
$4.58M +$2.92M +17,761 +158%
VCA
2123
Verdence Capital Advisors
Maryland
$4.58M -$56.9K -346 -1%
CC
2124
Cedar Capital
Illinois
$4.56M +$3.04M +18,510 +177%
PWMAG
2125
Pinnacle Wealth Management Advisory Group
New Jersey
$4.56M +$85.5K +520 +2%
83 84
85
86 87