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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1951
Canandaigua National Bank & Trust
New York
$8.31M -$433K -4,285 -6%
WCM
1952
Weaver Capital Management
Georgia
$8.28M +$207K +2,049 +3%
IIM
1953
Intact Investment Management
Quebec, Canada
$8.28M -$708K -7,000 -9%
FMB
1954
Field & Main Bank
Kentucky
$8.25M -$156K -1,540 -2%
ACM
1955
Argent Capital Management
Missouri
$8.23M – – –
BFWA
1956
Benchmark Financial Wealth Advisors
Florida
$8.22M +$63.9K +632 +1%
OL
1957
Owen LaRue
Kentucky
$8.22M +$582K +5,759 +9%
BMCM
1958
Bryn Mawr Capital Management
Pennsylvania
$8.19M +$286K +2,828 +4%
HPM
1959
Hoxton Planning & Management
West Virginia
$8.18M +$146K +1,442 +2%
HT
1960
Heritage Trust
Oklahoma
$8.17M +$2.73M +26,978 +69%
BWP
1961
BSW Wealth Partners
Colorado
$8.17M +$25.7K +254 +0.4%
CE
1962
Cornerstone Enterprises
Wisconsin
$8.16M +$439K +4,341 +7%
WFI
1963
West Family Investments
California
$8.16M +$48.8K +483 +0.7%
TCWA
1964
Turtle Creek Wealth Advisors
Texas
$8.16M -$15.8K -156 -0.2%
NL
1965
NVWM LLC
Pennsylvania
$8.16M +$59K +584 +0.9%
MCM
1966
McDonough Capital Management
Florida
$8.15M +$1.1M +10,832 +20%
AGWCA
1967
Annis Gardner Whiting Capital Advisors
Florida
$8.15M -$115K -1,141 -2%
GIM
1968
Guild Investment Management
California
$8.14M -$375K -3,710 -5%
SSWM
1969
Strait & Sound Wealth Management
California
$8.14M +$166K +1,646 +3%
DC
1970
DeDora Capital
California
$8.12M -$358K -3,540 -5%
SWP
1971
Strategic Wealth Partners
Ohio
$8.11M +$1.3M +12,883 +24%
CFS
1972
Commonwealth Financial Services
West Virginia
$8.1M +$14K +138 +0.2%
WSC
1973
Wellington Shields & Co
New York
$8.09M -$310K -3,070 -4%
ACG
1974
Allen Capital Group
Nebraska
$8.08M -$184K -1,816 -3%
AC
1975
Addenda Capital
Quebec, Canada
$8.04M -$2.37M -23,441 -26%
77 78
79
80 81