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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1951
Long Walk Management
Connecticut
$17.5M +$18M +87,500 New
FFBTD
1952
First Financial Bank - Trust Division
Ohio
$17.5M +$4.34M +21,129 +32%
MWA
1953
Meridian Wealth Advisors
Texas
$17.5M +$629K +3,058 +4%
RAM
1954
Riggs Asset Management
Pennsylvania
$17.4M -$124K -603 -0.7%
MAWA
1955
Moss Adams Wealth Advisors
Washington
$17.4M +$884K +4,300 +5%
EWM
1956
EPG Wealth Management
Georgia
$17.4M -$165K -802 -0.9%
GAG
1957
Goodman Advisory Group
Massachusetts
$17.4M +$2.38M +11,569 +15%
SOAM
1958
SBI Okasan Asset Management
Japan
$17.4M +$199K +966 +1%
TTWM
1959
TCV Trust & Wealth Management
Virginia
$17.4M +$571K +2,777 +3%
ATC
1960
Adirondack Trust Company
New York
$17.3M -$255K -1,240 -1%
RP
1961
RIHO Partners
Arizona
$17.3M +$4.34M +21,127 +32%
DAM
1962
Doheny Asset Management
California
$17.3M +$103K +500 +0.6%
BRG
1963
Bay Rivers Group
Virginia
$17.3M -$383K -1,861 -2%
RFA
1964
Resurgent Financial Advisors
Georgia
$17.3M +$3.39M +16,488 +24%
CF
1965
Carlson Financial
Oregon
$17.3M -$254K -1,235 -1%
SCM
1966
Sirios Capital Management
Massachusetts
$17.3M +$9.24M +44,946 +109%
FG
1967
Fiduciary Group
Georgia
$17.2M +$50K +243 +0.3%
IB
1968
Iyo Bank
Japan
$17.2M +$4.05M +19,685 +30%
HBT
1969
Heartland Bank & Trust
Illinois
$17.1M -$252K -1,227 -1%
LPCM
1970
Lynwood Price Capital Management
Texas
$17.1M +$6.09M +29,625 +53%
AA
1971
ALPS Advisors
Colorado
$17.1M +$5.37M +26,108 +44%
XWM
1972
Xcel Wealth Management
Florida
$17.1M -$538K -2,617 -3%
DFA
1973
Delta Financial Advisors
Louisiana
$17.1M -$73.2K -356 -0.4%
PC
1974
Pelham Capital
United Kingdom
$17.1M +$17.6M +85,359 New
EWM
1975
Elevatus Welath Management
New York
$17.1M +$5.94M +28,872 +51%
77 78
79
80 81