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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
2126
S&CO Inc
Massachusetts
$12.6M -$1.43M -7,788 -10%
AP
2127
Archon Partners
New Jersey
$12.6M – – –
T
2128
TOBAM
France
$12.5M +$835K +4,549 +7%
HFM
2129
Hartford Financial Management
Connecticut
$12.5M +$165K +902 +1%
SFCL
2130
Strengthening Families & Communities LLC
Massachusetts
$12.5M -$3.21M -17,477 -20%
PJSIMP
2131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$12.5M -$143K -779 -1%
WPC
2132
Waters Parkerson & Co
Louisiana
$12.5M -$963K -5,250 -7%
RWP
2133
Revolve Wealth Partners
New Jersey
$12.5M +$30.5K +166 +0.2%
DA
2134
Dougherty & Associates
Florida
$12.5M -$1.44M -7,859 -10%
WF
2135
Wayfinding Financial
Washington
$12.5M -$260K -1,418 -2%
MWA
2136
Miller Wealth Advisors
Colorado
$12.5M +$34.1K +186 +0.3%
CCT
2137
Capital City Trust
Florida
$12.5M -$678K -3,698 -5%
NB
2138
NBT Bank
New York
$12.4M +$231K +1,257 +2%
IIM
2139
Ipswich Investment Management
Massachusetts
$12.4M -$169K -921 -1%
LI
2140
LRI Investments
Florida
$12.4M +$148K +807 +1%
SSWM
2141
Strait & Sound Wealth Management
California
$12.4M -$202K -1,101 -2%
OC
2142
Oarsman Capital
Wisconsin
$12.3M +$290K +1,582 +2%
RWP
2143
Ridgecrest Wealth Partners
California
$12.3M +$29.5K +161 +0.2%
CCM
2144
Consolidated Capital Management
California
$12.3M +$1.11M +6,027 +9%
BDL
2145
Bey-Douglas LLC
Georgia
$12.3M -$81.8K -446 -0.6%
CFS
2146
Commonwealth Financial Services
West Virginia
$12.3M +$709K +3,867 +6%
FBT
2147
First Bank & Trust
South Dakota
$12.3M +$5.33M +29,032 +70%
FHWM
2148
Fox Hill Wealth Management
Massachusetts
$12.3M +$439K +2,394 +4%
MFA
2149
Mayflower Financial Advisors
Massachusetts
$12.2M +$708K +3,861 +6%
ACM
2150
Arlington Capital Management
Illinois
$12.2M +$96.1K +524 +0.8%
84 85
86
87 88