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Name Holding Trade Value Shares
Change
Change in
Stake
SH
1901
SeaTown Holdings
Singapore
$18.8M – – –
SF
1902
Slagle Financial
Illinois
$18.8M +$229K +1,114 +1%
RIG
1903
Renaissance Investment Group
Massachusetts
$18.8M -$220K -1,072 -1%
WSA
1904
Warm Springs Advisors
California
$18.8M -$130K -633 -0.7%
NGM
1905
North Growth Management
British Columbia, Canada
$18.8M +$206K +1,000 +1%
RIA
1906
Realta Investment Advisors
Delaware
$18.7M -$1.02M -4,985 -5%
BFA
1907
Bill Few Associates
Pennsylvania
$18.7M +$313K +1,522 +2%
ISB
1908
Iowa State Bank
Iowa
$18.7M +$83.7K +407 +0.4%
TW
1909
Tempo Wealth
Ohio
$18.7M +$1.19M +5,779 +7%
SWA
1910
Sax Wealth Advisors
New Jersey
$18.6M +$2.26M +10,985 +11%
AP
1911
Appleton Partners
Massachusetts
$18.6M +$1.45M +7,058 +8%
DRD
1912
Dennis R. Delaney
$18.6M -$2.21M -10,741 -10%
HW
1913
Hedeker Wealth
Illinois
$18.6M -$355K -1,729 -2%
MWM
1914
MinichMacGregor Wealth Management
New York
$18.6M +$376K +1,828 +2%
CIA
1915
Compass Ion Advisors
Pennsylvania
$18.6M +$13.4K +65 +0.1%
PWA
1916
Provenance Wealth Advisors
Florida
$18.6M +$489K +2,380 +3%
KCM
1917
Kathmere Capital Management
Pennsylvania
$18.6M +$977K +4,751 +5%
BFG
1918
Beacon Financial Group
Texas
$18.5M +$663K +3,225 +4%
CI
1919
Cavalier Investments
Georgia
$18.5M +$10.1M +49,130 +113%
WPI
1920
Walter Public Investments
Canada
$18.5M +$19M +92,501 New
VCM
1921
Versant Capital Management
Arizona
$18.5M -$731K -3,556 -4%
CFP
1922
Cascade Financial Partners
California
$18.5M -$202K -981 -1%
WFA
1923
Wellspring Financial Advisors
Ohio
$18.4M -$2.89M -14,078 -13%
SIA
1924
Schear Investment Advisers
Ohio
$18.4M -$1.6M -7,788 -8%
RA
1925
Range Advisory
Virginia
$18.4M +$5.85M +28,432 +45%