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Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
1401
Fulton Breakefield Broenniman
Maryland
$1.86M +$75K +225 +3%
SOW
1402
State of Wyoming
Wyoming
$1.86M +$286K +857 +14%
OWA
1403
One Wealth Advisors
California
$1.85M -$207K -621 -8%
KHCM
1404
Kirtland Hills Capital Management
Ohio
$1.85M +$391K +1,173 +18%
PTC
1405
Private Trust Company
Ohio
$1.85M -$270K -810 -10%
NCGI
1406
Next Century Growth Investors
Minnesota
$1.85M -$3.93M -11,790 -62%
MAWA
1407
Moss Adams Wealth Advisors
Washington
$1.85M +$155K +465 +7%
CIM
1408
CIM Investment Management
Pennsylvania
$1.84M -$2.37M -7,109 -50%
GFG
1409
Goldstone Financial Group
Illinois
$1.84M +$247K +741 +12%
AFAS
1410
Acorn Financial Advisory Services
Virginia
$1.83M -$326K -977 -12%
AA
1411
Ancora Advisors
Ohio
$1.83M +$128K +385 +6%
BAM
1412
Bosun Asset Management
Illinois
$1.82M -$279K -837 -11%
WE
1413
Wealth Effects
Massachusetts
$1.82M +$113K +340 +5%
AP
1414
Americana Partners
Texas
$1.81M +$1.13M +3,389 +94%
ICP
1415
Ilex Capital Partners
United Kingdom
$1.81M +$2.33M +6,987 New
CWM
1416
Centurion Wealth Management
Virginia
$1.81M – – –
ALA
1417
Atlas Legacy Advisors
California
$1.81M -$87.6K -263 -4%
BBHC
1418
Brown Brothers Harriman & Co
New York
$1.81M -$1.93M -5,792 -45%
JC
1419
Jacobs & Co
California
$1.8M -$568K -1,704 -20%
UF
1420
Univest Financial
Pennsylvania
$1.8M -$13.3K -40 -0.6%
RWM
1421
Revisor Wealth Management
Ohio
$1.8M +$1.7M +5,102 +279%
FP
1422
Fiduciary Planning
Florida
$1.79M +$485K +1,454 +27%
SIAG
1423
Safeguard Investment Advisory Group
California
$1.79M +$346K +1,038 +18%
KA
1424
KLCM Advisors
Wisconsin
$1.79M +$13.3K +40 +0.6%
KWS
1425
Keystone Wealth Services
California
$1.79M +$61.3K +184 +3%
55 56
57
58 59