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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1926
Corvex Management
New York
$564K – – –
OC
1927
Oakworth Capital
Alabama
$564K +$94.2K +539 +23%
NCM
1928
Northside Capital Management
Oregon
$564K – – –
AFGAS
1929
Allegiance Financial Group Advisory Services
Virginia
$563K -$51.4K -294 -9%
TFA
1930
Toth Financial Advisory
Virginia
$563K -$211K -1,206 -30%
C
1931
CEDRUS
Colorado
$561K +$42.6K +244 +9%
EWM
1932
EPG Wealth Management
Georgia
$559K -$476K -2,725 Closed
PHIC
1933
Pine Haven Investment Counsel
Massachusetts
$559K -$3.5K -20 -0.7%
JBA
1934
Johnson Bixby & Associates
Washington
$559K -$26.2K -150 -5%
GCM
1935
G2 Capital Management
Ohio
$559K +$3.5K +20 +0.7%
ST
1936
Smithfield Trust
Pennsylvania
$559K -$4.72K -27 -1%
B
1937
Barings
North Carolina
$555K +$209K +1,195 +74%
CCG
1938
Cypress Capital Group
Florida
$555K +$8.21K +47 +2%
OL
1939
Owen LaRue
Kentucky
$555K -$89.3K -511 -15%
IWS
1940
Insight Wealth Strategies
California
$555K +$18.2K +104 +4%
WAS
1941
WESPAC Advisors SoCal
California
$555K -$1.75K -10 -0.4%
RIM
1942
RW Investment Management
Idaho
$554K +$17.8K +102 +4%
CM
1943
Castleark Management
Illinois
$554K – – –
PSB
1944
Passumpsic Savings Bank
Vermont
$554K – – –
WFA
1945
Wellspring Financial Advisors
Ohio
$554K -$161K -922 -25%
BFS
1946
Bradley Foster & Sargent
Connecticut
$554K +$131K +747 +36%
LSIA
1947
LaSalle St. Investment Advisors
Illinois
$553K +$143K +817 +41%
AIM
1948
Acropolis Investment Management
Missouri
$552K -$2.97K -17 -0.6%
CF
1949
Copperwynd Financial
Arizona
$552K +$15.7K +90 +4%
LIA
1950
Lynx Investment Advisory
District of Columbia
$552K +$488K +2,790 New
76 77
78
79 80