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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1926
Smithfield Trust
Pennsylvania
$502K -$6.45K -33 -1%
WC
1927
Whitney & Co
New York
$502K +$31.5K +161 +6%
CM
1928
Corvex Management
New York
$501K – – –
AWM
1929
Avondale Wealth Management
Texas
$501K +$262K +1,340 +89%
NCM
1930
Northside Capital Management
Oregon
$501K – – –
PHIC
1931
Pine Haven Investment Counsel
Massachusetts
$500K -$28.3K -145 -5%
LFS
1932
Legacy Financial Strategies
Kansas
$500K +$83.8K +429 +18%
MSG
1933
Main Street Group
Virginia
$499K -$2.93K -15 -0.5%
BAM
1934
Bellevue Asset Management
Washington
$496K – – –
DP
1935
Dearborn Partners
Illinois
$495K +$64.1K +328 +13%
WAS
1936
WESPAC Advisors SoCal
California
$494K -$8.01K -41 -1%
CRWM
1937
Castle Rock Wealth Management
California
$494K -$78.9K -404 -13%
AIM
1938
Acropolis Investment Management
Missouri
$494K -$29.9K -153 -5%
GCM
1939
G2 Capital Management
Ohio
$493K +$53.7K +275 +11%
CM
1940
Castleark Management
Illinois
$492K – – –
PSB
1941
Passumpsic Savings Bank
Vermont
$492K +$547K +2,800 New
LPP
1942
Life Planning Partners
Florida
$490K – – –
PSCM
1943
Per Stirling Capital Management
Texas
$489K -$263K -1,347 -33%
AF
1944
Apexium Financial
Texas
$489K -$4.33M -22,172 -89%
XSC
1945
X-Square Capital
Puerto Rico
$489K +$521K +2,668 New
BCP
1946
Blackhawk Capital Partners
Wisconsin
$487K -$56.9K -291 -10%
WWM
1947
Whalen Wealth Management
Nevada
$486K +$344K +1,760 +175%
OA
1948
Oracle Alpha
Ontario, Canada
$485K -$48.3K -247 -8%
CICI
1949
Capital Investment Counsel Inc
North Carolina
$485K -$181K -925 -25%
CCG
1950
Cypress Capital Group
Florida
$485K +$32.8K +168 +6%
76 77
78
79 80