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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1951
Donaldson Capital Management
Indiana
$12.6M +$688K +5,467 +7%
APW
1952
Austin Private Wealth
Texas
$12.5M -$9.56K -76 -0.1%
HCCM
1953
Hudson Canyon Capital Management
New York
$12.5M -$271K -2,150 -3%
PFM
1954
Privium Fund Management
Netherlands
$12.5M +$1.01M +8,000 +11%
RFA
1955
ROI Financial Advisors
Oregon
$12.5M -$394K -3,129 -4%
GSCM
1956
Greenfield Seitz Capital Management
Texas
$12.5M -$24K -191 -0.2%
UCMOK
1957
United Capital Management of KS
Kansas
$12.5M +$1.12M +8,932 +13%
ICP
1958
Impact Capital Partners
Colorado
$12.5M +$451K +3,582 +5%
SSWM
1959
Sheets Smith Wealth Management
North Carolina
$12.5M -$445K -3,535 -4%
FLP
1960
Financial Life Planners
Arizona
$12.4M +$18.5K +147 +0.2%
PAM
1961
Pegasus Asset Management
New York
$12.4M +$232K +1,843 +2%
TFA
1962
Transamerica Financial Advisors
Florida
$12.4M -$81.2K -645 -0.8%
SAM
1963
Stansberry Asset Management
Texas
$12.4M +$530K +4,214 +6%
AGAM
1964
Audent Global Asset Management
California
$12.4M -$39K -310 -0.4%
AW
1965
Alaethes Wealth
Nevada
$12.4M +$1.89K +15 +0%
JWM
1966
Jupiter Wealth Management
Colorado
$12.4M +$1.33M +10,530 +18%
TTWM
1967
TCV Trust & Wealth Management
Virginia
$12.4M +$9.08M +72,178 +1,203%
DCM
1968
Dudley Capital Management
Virginia
$12.3M -$2.12M -16,880 -18%
OC
1969
Oakworth Capital
Alabama
$12.3M +$283K +2,246 +3%
MCWS
1970
McKinley Carter Wealth Services
West Virginia
$12.3M +$480K +3,816 +5%
OHIS
1971
Oak Harvest Investment Services
Texas
$12.3M +$2.77M +22,023 +40%
PIA
1972
Prakash Investment Advisors
Massachusetts
$12.3M -$89.3K -710 -0.6%
HFS
1973
Howard Financial Services
Texas
$12.3M -$382K -3,034 -4%
CIM
1974
Corda Investment Management
Texas
$12.3M +$5.85M +46,499 +149%
NIM
1975
Nicollet Investment Management
Minnesota
$12.3M -$240K -1,907 -2%
77 78
79
80 81