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Name Holding Trade Value Shares
Change 		Change in
Stake
PHIMC
1951
Private Harbour Investment Management & Counsel
Ohio
$8.4M -$881K -7,458 -10%
CMI
1952
Clare Market Investments
Texas
$8.38M +$2.37M +20,035 +41%
HFS
1953
Howard Financial Services
Texas
$8.36M +$143K +1,207 +2%
BFWA
1954
Benchmark Financial Wealth Advisors
Florida
$8.35M +$264K +2,236 +3%
JWM
1955
Jackson Wealth Management
Florida
$8.34M +$5.86M +49,590 +260%
SCM
1956
Sitrin Capital Management
California
$8.34M -$1.97M -16,668 -20%
TA
1957
TFG Advisers
Michigan
$8.33M +$29.9K +253 +0.4%
SFG
1958
Synergy Financial Group
California
$8.33M +$11.9K +101 +0.1%
CH
1959
Cromwell Holdings
Wyoming
$8.32M +$42.3K +358 +0.5%
GAAM
1960
Guinness Atkinson Asset Management
California
$8.32M -$121K -1,021 -1%
PAM
1961
Paradigm Asset Management
New York
$8.3M – – –
RCA
1962
Resonant Capital Advisors
Wisconsin
$8.28M +$463K +3,921 +6%
NBT
1963
Northwest Bank & Trust
Iowa
$8.27M -$60.2K -510 -0.7%
BMC
1964
Beaton Management Company
Massachusetts
$8.27M +$94.5K +800 +1%
CNBT
1965
Canandaigua National Bank & Trust
New York
$8.25M +$83.7K +709 +1%
WA1
1966
Wimmer Associates 1
California
$8.25M -$28.3K -240 -0.4%
WPW
1967
Warther Private Wealth
Ohio
$8.25M -$1.01M -8,557 -11%
GWA
1968
Gratus Wealth Advisors
Virginia
$8.23M +$1.06M +8,954 +16%
OFS
1969
OneAscent Financial Services
Alabama
$8.23M -$173K -1,462 -2%
VIP
1970
Vantage Investment Partners
Missouri
$8.21M -$2.61M -22,061 -25%
GIM
1971
Guild Investment Management
California
$8.2M +$195K +1,655 +3%
CAL
1972
Capital Analysts LLC
Pennsylvania
$8.2M -$9.1K -77 -0.1%
AFG
1973
Argent Financial Group
Louisiana
$8.19M +$7.96M +67,428 New
UH
1974
Unigestion Holding
Switzerland
$8.19M +$7.19M +60,849 +929%
AA
1975
Acorns Advisers
California
$8.16M +$2.42M +20,480 +44%
77 78
79
80 81