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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1951
Oakworth Capital
Alabama
$10.2M +$113K +821 +1%
AF
1952
Ally Financial
Michigan
$10.2M +$3.86M +28,000 +58%
RA
1953
Ransom Advisory
Rhode Island
$10.2M -$287K -2,082 -3%
ICM
1954
IMS Capital Management
Oregon
$10.2M +$21.1K +153 +0.2%
RWP
1955
Ridgecrest Wealth Partners
California
$10.2M +$52.5K +381 +0.5%
AA
1956
Acorns Advisers
California
$10.2M +$1.16M +8,405 +13%
BOPW
1957
Brandywine Oak Private Wealth
Pennsylvania
$10.2M +$90.6K +657 +0.9%
VCA
1958
Verdence Capital Advisors
Maryland
$10.1M -$24.8K -180 -0.2%
WFI
1959
West Family Investments
California
$10.1M -$214K -1,553 -2%
CA
1960
CGN Advisors
Kansas
$10.1M +$598K +4,340 +6%
ES
1961
Eagle Strategies
New York
$10.1M -$560K -4,065 -5%
CF
1962
Convergence Financial
Missouri
$10.1M -$527K -3,824 -5%
RMC
1963
Ring Mountain Capital
California
$10.1M +$10.4M +75,269 New
RRCM
1964
Rappaport Reiches Capital Management
Illinois
$10.1M +$224K +1,624 +2%
ST
1965
Spinnaker Trust
Maine
$10.1M -$16.5K -120 -0.2%
RWP
1966
Revolve Wealth Partners
New Jersey
$10.1M -$4K -29 -0%
IAS
1967
IMA Advisory Services
Colorado
$10.1M -$728K -5,282 -7%
DRD
1968
Dennis R. Delaney
$10.1M -$307K -2,230 -3%
IIM
1969
Ipswich Investment Management
Massachusetts
$10.1M -$231K -1,675 -2%
SIAP
1970
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10.1M -$4.69K -34 -0%
WIM
1971
WIM Investment Management
Hong Kong
$10.1M -$7.37M -53,500 -42%
BHWA
1972
Beacon Harbor Wealth Advisors
Virginia
$10.1M -$117K -852 -1%
SCI
1973
S&CO Inc
Massachusetts
$10.1M +$1.14M +8,240 +12%
ACP
1974
Aviance Capital Partners
Florida
$9.97M -$13.8M -100,104 -57%
ICP
1975
Impact Capital Partners
Colorado
$9.96M +$10.2M +74,195 New
77 78
79
80 81