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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1926
Slagle Financial
Illinois
$16.7M +$1.78M +9,575 +12%
SFCL
1927
Strengthening Families & Communities LLC
Massachusetts
$16.6M +$1.31M +7,057 +9%
GGS
1928
Galvin Gaustad & Stein
Arizona
$16.6M +$11.5M +61,683 +224%
AWM
1929
Aprio Wealth Management
Georgia
$16.6M +$6.92M +37,155 +71%
UOWF
1930
University of Wisconsin Foundation
Wisconsin
$16.6M +$6.34M +34,040 +62%
GP
1931
Geneva Partners
Wisconsin
$16.6M +$419K +2,252 +3%
HCP
1932
Hamilton Capital Partners
Georgia
$16.6M -$722K -3,880 -4%
KF
1933
KKM Financial
Illinois
$16.5M +$14.3M +76,779 +647%
PCS
1934
Personal CFO Solutions
New Jersey
$16.5M +$1.1M +5,902 +7%
BHPW
1935
Beverly Hills Private Wealth
California
$16.5M -$461K -2,476 -3%
ISB
1936
Iowa State Bank
Iowa
$16.5M +$471K +2,531 +3%
RAM
1937
Riggs Asset Management
Pennsylvania
$16.5M -$2.42M -12,977 -13%
XWM
1938
Xcel Wealth Management
Florida
$16.5M +$12.7K +68 +0.1%
KAS
1939
KPP Advisory Services
Kentucky
$16.5M -$50.6K -272 -0.3%
CF
1940
Carlson Financial
Oregon
$16.4M +$16.4M +88,056 New
JAM
1941
JCIC Asset Management
Ontario, Canada
$16.4M -$271K -1,455 -2%
CIP
1942
Capital Insight Partners
Arizona
$16.4M -$2.05M -11,038 -11%
AP
1943
Appleton Partners
Massachusetts
$16.4M -$179K -959 -1%
LCM
1944
LVM Capital Management
Michigan
$16.3M +$887K +4,766 +6%
LT
1945
Legacy Trust
Michigan
$16.3M -$390K -2,093 -2%
FIM
1946
FWL Investment Management
Texas
$16.3M +$1.2M +6,453 +8%
JCM
1947
Jacobi Capital Management
Pennsylvania
$16.2M +$103K +551 +0.6%
QWM
1948
Quadcap Wealth Management
Texas
$16.2M +$53.4K +287 +0.3%
MAWCM
1949
Mine & Arao Wealth Creation & Management
California
$16.2M -$234K -1,258 -1%
APWM
1950
Argonautica Private Wealth Management
Massachusetts
$16.2M -$1.83M -9,857 -10%
76 77
78
79 80