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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1926
Cladis Investment Advisory
Montana
$2.25M -$626K -18,850 -26%
TFF
1927
The Family Firm
Maryland
$2.25M – – –
MRCM
1928
M&R Capital Management
New Jersey
$2.25M +$186K +5,590 +12%
ECG
1929
Edge Capital Group
Georgia
$2.25M -$130K -3,930 -7%
AIM
1930
Anchor Investment Management
South Carolina
$2.25M +$191K +5,760 +12%
WC
1931
Westhampton Capital
North Carolina
$2.24M -$79.4K -2,390 -4%
BC
1932
Bartlett & Co
Ohio
$2.24M +$418K +12,590 +31%
BCWM
1933
Bartlett & Co Wealth Management
Ohio
$2.24M +$418K +12,590 +31%
BFM
1934
Boston Financial Management
Massachusetts
$2.24M +$966K +29,090 +122%
DLG
1935
Daniel L. Goodwin
$2.23M +$26.6K +800 +2%
RSA
1936
River Street Advisors
Illinois
$2.23M -$343K -10,330 -16%
CTFG
1937
Capstone Triton Financial Group
Oklahoma
$2.23M -$44.2K -1,330 -2%
PG
1938
Proffitt & Goodson
Tennessee
$2.23M -$817K -24,600 -32%
WJA
1939
Willis Johnson & Associates
Texas
$2.23M +$617K +18,580 +55%
WWP
1940
WR Wealth Planners
Missouri
$2.22M -$132K -3,990 -7%
GC
1941
Gilbert & Cook
Iowa
$2.21M +$93.6K +2,820 +6%
BHB
1942
Bank Hapoalim BM
Israel
$2.21M -$888K -26,740 -34%
GC
1943
Grimes & Company
Massachusetts
$2.2M +$147K +4,440 +9%
WI
1944
WrapManager Inc
California
$2.2M -$81K -2,440 -4%
LCM
1945
LCM Capital Management
Illinois
$2.2M +$70.7K +2,130 +4%
HFM
1946
Hartford Financial Management
Connecticut
$2.2M +$23.2K +700 +1%
AT
1947
Arvest Trust
Oklahoma
$2.2M +$650K +19,580 +71%
RWA
1948
Ropes Wealth Advisors
Massachusetts
$2.2M +$126K +3,790 +8%
VFA
1949
Voya Financial Advisors
Connecticut
$2.19M -$175K -5,280 -9%
RG
1950
Retirement Group
California
$2.19M -$4.98K -150 -0.3%
76 77
78
79 80