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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1926
Triangle Securities Wealth Management
North Carolina
– -$310K -5,307 Closed
GLAM
1927
Gardner Lewis Asset Management
Pennsylvania
– -$291K -4,980 Closed
TPCM
1928
Templeton & Phillips Capital Management
Tennessee
– -$291K -4,980 Closed
AMR
1929
Asset Management Resources
Massachusetts
– -$291K -4,975 Closed
CBTWT
1930
Community Bank & Trust (Waco, Texas)
Texas
– -$417K -4,843 Closed
MJP
1931
Michael J. Puzo
– -$282K -4,825 Closed
FG
1932
Fiduciary Group
Georgia
– -$279K -4,780 Closed
CCB
1933
Country Club Bank
Missouri
– -$278K -4,775 Closed
PAM
1934
Palisade Asset Management
Minnesota
– -$279K -4,767 Closed
CWP
1935
Curated Wealth Partners
California
– -$276K -4,718 Closed
SGCA
1936
Steel Grove Capital Advisors
Tennessee
– -$257K -4,394 Closed
SHFA
1937
SS&H Financial Advisors
Michigan
– -$256K -4,375 Closed
TCWM
1938
Total Clarity Wealth Management
Illinois
– -$252K -4,319 Closed
CCFCSB
1939
Cape Cod Five Cents Savings Bank
Massachusetts
– -$246K -4,216 Closed
SF
1940
Summit Financial
New Jersey
– -$241K -4,121 Closed
CMF
1941
Counterpoint Mutual Funds
California
– -$239K -4,091 Closed
PWLP
1942
Prio Wealth Limited Partnership
Massachusetts
– -$239K -4,080 Closed
RFM
1943
Royal Fund Management
Florida
– -$236K -4,040 Closed
AC
1944
Allstate Corporation
Illinois
– -$234K -4,001 Closed
CCFM
1945
Clear Creek Financial Management
Washington
– -$234K -4,001 Closed
JMFC
1946
J.M. Forbes & Co
Massachusetts
– -$230K -3,936 Closed
FWM
1947
Finer Wealth Management
Massachusetts
– -$228K -3,906 Closed
ATI
1948
Act Two Investors
California
– -$228K -3,904 Closed
FC
1949
Forte Capital
New York
– -$226K -3,865 Closed
SG
1950
Somerset Group
Minnesota
– -$225K -3,845 Closed
76 77
78
79 80