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Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1951
Malaga Cove Capital
California
$1.26M +$9.52K +440 +1%
WDC
1952
Woodward Diversified Capital
California
$1.26M +$20.1K +930 +2%
HC
1953
HNP Capital
New York
$1.25M -$560K -25,880 -36%
RT
1954
Rockland Trust
Massachusetts
$1.25M -$9.52K -440 -1%
NCGI
1955
Next Century Growth Investors
Minnesota
$1.25M +$975K +45,050 New
SFO
1956
Stokes Family Office
Louisiana
$1.25M +$50.4K +2,330 +5%
AMM
1957
American Money Management
California
$1.25M +$74.4K +3,440 +8%
CFA
1958
Capstone Financial Advisors
Illinois
$1.25M +$31.2K +1,440 +3%
GSC
1959
G&S Capital
Colorado
$1.25M +$972K +44,890 New
BHIA
1960
Birch Hill Investment Advisors
Massachusetts
$1.25M -$76.2K -3,520 -7%
WP
1961
WealthShield Partners
North Carolina
$1.25M +$106K +4,890 +12%
XSC
1962
X-Square Capital
Puerto Rico
$1.25M -$611K -28,210 -39%
CWP
1963
Capital Wealth Planning
Florida
$1.24M -$815K -37,660 -46%
GWS
1964
Glassman Wealth Services
Virginia
$1.24M -$107K -4,930 -10%
RCM
1965
Riverpark Capital Management
New York
$1.24M -$401K -18,540 -29%
FWA
1966
FSM Wealth Advisors
Ohio
$1.24M +$66.4K +3,070 +7%
MA
1967
Modus Advisors
Minnesota
$1.23M -$6.06K -280 -0.6%
JE
1968
JMAC Enterprises
Pennsylvania
$1.23M +$82.7K +3,820 +9%
NAS
1969
NWF Advisory Services
California
$1.23M +$628K +29,020 New
RP
1970
Rowlandmiller & Partners
Georgia
$1.23M – – –
CAM
1971
Concorde Asset Management
Michigan
$1.23M -$607K -28,070 -32%
ARC
1972
Advisor Resource Council
Texas
$1.23M -$2.92M -134,700 -75%
XF
1973
XML Financial
Maryland
$1.23M -$2.16K -100 -0.2%
LF
1974
Lantz Financial
Illinois
$1.22M +$34.8K +1,610 +4%
CFO
1975
CVA Family Office
Colorado
$1.22M +$126K +5,810 +15%
77 78
79
80 81