Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1926
Greylin Investment Management
Virginia
$457K -$23.3K -1,026 -5%
SSWM
1927
Sheets Smith Wealth Management
North Carolina
$456K -$559K -24,556 -54%
TCOK
1928
Trust Company of Kansas
Kansas
$456K -$34.6K -1,523 -7%
CWA
1929
Clearview Wealth Advisors
Oregon
$456K +$6.12K +269 +1%
ACWM
1930
Adams Chetwood Wealth Management
North Carolina
$455K -$316K -13,897 -40%
SW
1931
SlateStone Wealth
Florida
$455K – – –
GSEP
1932
Golden State Equity Partners
California
$454K +$243K +10,678 +105%
ALAM
1933
Asahi Life Asset Management
Japan
$453K -$200K -8,778 -30%
SC
1934
Saybrook Capital
North Carolina
$452K – – –
HI
1935
Harrington Investments
California
$452K +$31.4K +1,382 +7%
PIC
1936
Portland Investment Counsel
Ontario, Canada
$452K +$175K +7,679 +59%
PWM
1937
Paulson Wealth Management
Illinois
$450K -$39.5K -1,737 -8%
SF
1938
Summit Financial
New Jersey
$445K +$465K +20,464 New
MCM
1939
Manchester Capital Management
Vermont
$444K -$147K -6,481 -24%
WIA
1940
World Investment Advisors
California
$443K -$219K -9,614 -32%
CFO
1941
CVA Family Office
Colorado
$443K -$100K -4,416 -18%
BPB
1942
Badgley, Phelps & Bell
Washington
$443K -$40.7K -1,790 -8%
ISWM
1943
Independent Solutions Wealth Management
New York
$442K -$254K -11,160 -35%
PPSG
1944
Princeton Portfolio Strategies Group
New Jersey
$442K -$378K -16,616 -45%
QI
1945
Qtron Investments
Massachusetts
$442K -$126K -5,531 -21%
OIM
1946
Oder Investment Management
California
$442K +$38.1K +1,676 +9%
PFWA
1947
Paces Ferry Wealth Advisors
Georgia
$441K +$13.4K +589 +3%
BCP
1948
Blue Chip Partners
Michigan
$440K +$5.75K +253 +1%
SWM
1949
Shakespeare Wealth Management
Wisconsin
$439K -$12.8K -564 -3%
SFO
1950
Standard Family Office
South Dakota
$438K – – –