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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
1901
Global Strategic Investment Solutions
Arizona
$499K – – –
LWS
1902
Lucia Wealth Services
California
$491K +$62.4K +433 +16%
CRCM
1903
Crystal Rock Capital Management
Illinois
$491K +$453K +3,144 New
MAM
1904
Meeder Asset Management
Ohio
$489K -$1.46M -10,148 -76%
AWM
1905
Aevitas Wealth Management
Massachusetts
$489K -$25.1K -174 -5%
BWL
1906
Bogart Wealth LLC
Virginia
$487K +$79.5K +552 +21%
TWA
1907
TCI Wealth Advisors
Arizona
$486K -$72.9K -506 -14%
VCM
1908
Virtue Capital Management
Tennessee
$486K +$2.74K +19 +0.6%
HIC
1909
Harvey Investment Company
Kentucky
$483K – – –
FNBOO
1910
First National Bank of Omaha
Nebraska
$479K -$86.5K -600 -16%
IFAM
1911
Institutional & Family Asset Management
Colorado
$477K -$6.77K -47 -2%
DAM
1912
Delta Asset Management
Tennessee
$474K -$7.21K -50 -2%
PCM
1913
Pointe Capital Management
Michigan
$474K +$26.8K +186 +7%
M
1914
Mirova
France
$473K -$4.65M -32,246 -91%
BPWA
1915
Beacon Pointe Wealth Advisors
California
$472K +$12.7K +88 +3%
ZF
1916
Zhang Financial
Michigan
$472K +$97.6K +677 +29%
QCM
1917
Quantinno Capital Management
New York
$471K -$350K -2,429 -45%
MMHP
1918
Murphy Middleton Hinkle & Parker
Georgia
$471K – – –
W
1919
Wealthquest
Ohio
$471K +$34.3K +238 +9%
SHWM
1920
Smith & Howard Wealth Management
Georgia
$470K – – –
RW
1921
REDW Wealth
New Mexico
$469K – – –
SKK
1922
Shepherd Kaplan Krochuk
Massachusetts
$469K – – –
RP
1923
Rice Partnership
Hawaii
$467K -$41.1K -285 -9%
VCM
1924
Versant Capital Management
Arizona
$464K -$70.6K -490 -14%
WAAG
1925
Wealth Alliance Advisory Group
Kansas
$464K +$78K +541 +23%
75 76
77
78 79