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Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
1926
Southeast Asset Advisors
Georgia
$3.3M +$87.5K +291 +3%
SLC
1927
Second Line Capital
Louisiana
$3.3M -$74.3K -247 -2%
AIC
1928
Argus Investors Counsel
New York
$3.3M -$189K -630 -6%
TWM
1929
Thrive Wealth Management
Pennsylvania
$3.29M -$65.9K -219 -2%
RBA
1930
Richard Bernstein Advisors
New York
$3.29M -$975K -3,242 -24%
HG
1931
Herbst Group
Connecticut
$3.29M +$391K +1,299 +14%
AT
1932
Arlington Trust
Alabama
$3.28M +$184K +613 +6%
MW
1933
Marcum Wealth
Ohio
$3.28M -$27.7K -92 -0.9%
LTI
1934
Laffer Tengler Investments
Tennessee
$3.27M +$236K +785 +8%
WCM
1935
Washburn Capital Management
Florida
$3.25M +$123K +410 +4%
AA
1936
Auxano Advisors
Washington
$3.25M +$68.3K +227 +2%
HCA
1937
Horan Capital Advisors
Ohio
$3.25M -$268K -892 -8%
BWM
1938
Bernard Wealth Management
Michigan
$3.24M +$3.08M +10,243 New
QWP
1939
Quotient Wealth Partners
Texas
$3.23M -$87.2K -290 -3%
BCM
1940
Barometer Capital Management
Ontario, Canada
$3.22M -$40.6K -135 -1%
CTC
1941
Cetera Trust Company
Minnesota
$3.22M -$28.6K -95 -0.9%
SFG
1942
Snider Financial Group
Washington
$3.22M +$200K +664 +7%
KCM
1943
Kerusso Capital Management
North Carolina
$3.21M +$6.92K +23 +0.2%
PWMG
1944
Prestige Wealth Management Group
New Jersey
$3.21M +$61.9K +206 +2%
WSA
1945
Warm Springs Advisors
California
$3.2M +$3.05M +10,132 New
TC
1946
Tsai Capital
New York
$3.19M -$36.7K -122 -1%
SCA
1947
Sander Capital Advisors
Washington
$3.19M – – –
SPWG
1948
Syntegra Private Wealth Group
Missouri
$3.19M -$127K -424 -4%
HCM
1949
Hall Capital Management
Rhode Island
$3.19M +$3.03M +10,083 New
EFG
1950
Everhart Financial Group
Ohio
$3.18M +$251K +836 +9%
76 77
78
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