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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1951
NEIRG Wealth Management
Massachusetts
$2.18M -$429K -12,910 -20%
GWWM
1952
Great Waters Wealth Management
Minnesota
$2.18M +$449K +13,510 +35%
CCP
1953
Cunning Capital Partners
North Carolina
$2.18M -$3.12M -94,050 Closed
ANBT
1954
American National Bank & Trust
Texas
$2.18M – – –
DAM
1955
Delta Asset Management
Tennessee
$2.17M +$1.66K +50 +0.1%
SAG
1956
SageView Advisory Group
California
$2.17M +$397K +11,970 +30%
PWP
1957
Perfromance Wealth Partners
Illinois
$2.17M +$1.37M +41,270 +416%
HL
1958
HeadInvest LLC
Maine
$2.16M -$581K -17,490 -25%
DCM
1959
Donaldson Capital Management
Indiana
$2.16M -$323K -9,720 -16%
VW
1960
Vantage Wealth
California
$2.15M +$24.9K +750 +2%
KC
1961
Knuff & Co
California
$2.14M -$8.3K -250 -0.5%
PPP
1962
Private Portfolio Partners
New Jersey
$2.12M -$149K -4,480 -8%
ACMH
1963
Andar Capital Management (HK)
Hong Kong
$2.12M -$3.72M -112,000 -69%
IFO
1964
Intrepid Family Office
Florida
$2.12M +$1.66M +50,000 New
VCA
1965
Verdence Capital Advisors
Maryland
$2.11M -$78K -2,350 -4%
WFC
1966
Western Financial Corp
California
$2.1M +$298K +8,990 +22%
WW
1967
Westshore Wealth
California
$2.1M -$306K -9,210 -16%
FNBOH
1968
First National Bank of Hutchinson
Kansas
$2.1M -$171K -5,160 -9%
TCM
1969
Triumph Capital Management
Colorado
$2.1M -$745K -22,440 -31%
FIM
1970
Freedom Investment Management
Connecticut
$2.1M +$432K +13,010 +36%
SIC
1971
SJS Investment Consulting
Ohio
$2.1M -$478K -14,400 -23%
WP
1972
WealthPLAN Partners
Nebraska
$2.1M -$97.6K -2,940 -6%
BFO
1973
Boston Family Office
Massachusetts
$2.09M -$788K -23,720 -32%
AR
1974
Advisory Research
Illinois
$2.09M +$1.64M +49,450 New
MIM
1975
Marco Investment Management
Georgia
$2.09M -$84K -2,530 -5%
77 78
79
80 81