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Name Holding Trade Value Shares
Change 		Change in
Stake
GLAM
1926
Gardner Lewis Asset Management
Pennsylvania
– -$291K -4,980 Closed
TPCM
1927
Templeton & Phillips Capital Management
Tennessee
– -$291K -4,980 Closed
AMR
1928
Asset Management Resources
Massachusetts
– -$291K -4,975 Closed
CBTWT
1929
Community Bank & Trust (Waco, Texas)
Texas
– -$417K -4,843 Closed
MJP
1930
Michael J. Puzo
– -$282K -4,825 Closed
FG
1931
Fiduciary Group
Georgia
– -$279K -4,780 Closed
CCB
1932
Country Club Bank
Missouri
– -$278K -4,775 Closed
PAM
1933
Palisade Asset Management
Minnesota
– -$279K -4,767 Closed
CWP
1934
Curated Wealth Partners
California
– -$276K -4,718 Closed
SGCA
1935
Steel Grove Capital Advisors
Tennessee
– -$257K -4,394 Closed
SHFA
1936
SS&H Financial Advisors
Michigan
– -$256K -4,375 Closed
TCWM
1937
Total Clarity Wealth Management
Illinois
– -$252K -4,319 Closed
CCFCSB
1938
Cape Cod Five Cents Savings Bank
Massachusetts
– -$246K -4,216 Closed
SF
1939
Summit Financial
New Jersey
– -$241K -4,121 Closed
CMF
1940
Counterpoint Mutual Funds
California
– -$239K -4,091 Closed
PWLP
1941
Prio Wealth Limited Partnership
Massachusetts
– -$239K -4,080 Closed
RFM
1942
Royal Fund Management
Florida
– -$236K -4,040 Closed
AC
1943
Allstate Corporation
Illinois
– -$234K -4,001 Closed
CCFM
1944
Clear Creek Financial Management
Washington
– -$234K -4,001 Closed
JMFC
1945
J.M. Forbes & Co
Massachusetts
– -$230K -3,936 Closed
FWM
1946
Finer Wealth Management
Massachusetts
– -$228K -3,906 Closed
ATI
1947
Act Two Investors
California
– -$228K -3,904 Closed
FC
1948
Forte Capital
New York
– -$226K -3,865 Closed
SG
1949
Somerset Group
Minnesota
– -$225K -3,845 Closed
WAL
1950
W Advisors LLC
Tennessee
– -$222K -3,795 Closed
76 77
78
79 80