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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1876
Wealth Preservation Advisors
Tennessee
$17.6M +$712K +3,826 +4%
MGWM
1877
Marks Group Wealth Management
Minnesota
$17.6M +$6.74M +36,232 +63%
CAMV
1878
Concord Asset Management (Virginia)
Virginia
$17.5M +$140K +753 +0.8%
LCM
1879
Lazari Capital Management
California
$17.5M -$1.47M -7,921 -8%
DSC
1880
Duncker Streett & Co
Missouri
$17.5M -$4.18M -22,466 -19%
AOWM
1881
Asset One Wealth Management
Washington
$17.5M +$17.5M +94,138 New
SA
1882
Strategic Advocates
Utah
$17.4M +$117K +629 +0.7%
FPL
1883
Fortress Private Ledger
North Carolina
$17.4M +$1.22M +6,563 +8%
DWA
1884
Dorsey Wright & Associates
California
$17.4M -$449K -2,411 -3%
OCM
1885
Octahedron Capital Management
California
$17.4M +$5.06M +27,200 +41%
CB
1886
CNB Bank
Pennsylvania
$17.4M -$277K -1,486 -2%
SICM
1887
Sustainable Insight Capital Management
New York
$17.4M -$2.14M -11,500 -11%
SFG
1888
SevenBridge Financial Group
Pennsylvania
$17.3M -$477K -2,562 -3%
CIA
1889
Compass Ion Advisors
Pennsylvania
$17.3M -$331K -1,776 -2%
BFA
1890
Bill Few Associates
Pennsylvania
$17.3M +$434K +2,333 +3%
SIA
1891
Strategic Investment Advisors
Michigan
$17.3M -$192K -1,031 -1%
KM
1892
KP Management
Minnesota
$17.3M – – –
CFM
1893
Catalyst Funds Management
Australia
$17.2M -$10.6M -56,900 -38%
MW
1894
MBL Wealth
North Carolina
$17.2M +$3.1M +16,638 +22%
OCM
1895
Orser Capital Management
Texas
$17.2M -$137K -736 -0.8%
SWR
1896
Spahn Wealth & Retirement
Arizona
$17.2M -$123K -659 -0.7%
LCM
1897
Logan Capital Management
Pennsylvania
$17.2M -$1.16M -6,235 -6%
COI
1898
Connable Office Inc
Michigan
$17.2M -$84.7K -455 -0.5%
BWA
1899
Blodgett Wealth Advisors
California
$17.1M -$128K -690 -0.7%
HW
1900
Hedeker Wealth
Illinois
$17.1M -$1.16M -6,238 -6%
74 75
76
77 78