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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1201
Concourse Financial Group Securities
Alabama
$8.16M -$151K -546 -2%
BFG
1202
Berger Financial Group
Minnesota
$8.16M -$96.9K -351 -1%
IA
1203
IFP Advisors
Florida
$8.16M -$53.6K -194 -0.7%
MWM
1204
Marietta Wealth Management
Georgia
$8.15M -$167K -606 -2%
NCM
1205
Narwhal Capital Management
Georgia
$8.15M -$163K -591 -2%
CG
1206
CFO4Life Group
Texas
$8.15M -$273K -990 -3%
MC
1207
Mirabaud & Cie
Switzerland
$8.14M -$3.41M -12,345 -30%
LIM
1208
Lingotto Investment Management
United Kingdom
$8.12M +$1.55M +5,621 +24%
WWM
1209
Western Wealth Management
Colorado
$8.12M -$1.82M -6,580 -18%
HA
1210
Herold Advisors
New York
$8.12M -$27.6K -100 -0.3%
RDWM
1211
Red Door Wealth Management
Tennessee
$8.11M +$438K +1,586 +6%
TPCM
1212
Templeton & Phillips Capital Management
Tennessee
$8.11M – – –
CIM
1213
Chapman Investment Management
California
$8.1M -$84.2K -305 -1%
AI
1214
Atom Investors
Texas
$8.09M +$750K +2,716 +10%
CT
1215
Colonial Trust
South Carolina
$8.09M +$28.4K +103 +0.4%
EWG
1216
Executive Wealth Group
Washington
$8.07M +$5.34M +19,340 +200%
MA
1217
Mezzasalma Advisors
New Jersey
$8.07M +$529K +1,917 +7%
NCM
1218
Noesis Capital Mangement
Florida
$8.07M -$199K -722 -2%
CJFS
1219
Coulter & Justus Financial Services
Tennessee
$8.07M +$7.98M +28,915 New
CCM
1220
Chickasaw Capital Management
Tennessee
$8.07M +$88.3K +320 +1%
PA
1221
Profund Advisors
Maryland
$8.05M +$850K +3,077 +12%
NCM
1222
Nelson Capital Management
California
$8.04M -$74.3K -269 -0.9%
TCA
1223
Transcend Capital Advisors
New Jersey
$8.04M +$112K +407 +1%
MC
1224
Miramar Capital
Illinois
$7.96M +$6.94M +25,125 +686%
PTC
1225
Philadelphia Trust Company
Pennsylvania
$7.96M -$663K -2,400 -8%
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