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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1951
Sutton Wealth Advisors
Florida
$1.42M +$21.1K +90 +1%
PBC
1952
Pavion Blue Capital
California
$1.42M -$14.1K -60 -0.9%
JWCA
1953
J.W. Coons Advisors
Ohio
$1.42M +$60.5K +258 +4%
MWM
1954
Mission Wealth Management
California
$1.42M +$108K +459 +8%
GC
1955
Gilbert & Cook
Iowa
$1.41M +$155K +663 +12%
SFI
1956
SPC Financial Inc
Maryland
$1.41M +$56.5K +241 +4%
KPCM
1957
Kings Point Capital Management
New York
$1.41M +$16.6K +71 +1%
SAI
1958
Systematic Alpha Investments
New Jersey
$1.4M -$451K -1,924 -22%
MWM
1959
Modera Wealth Management
New Jersey
$1.4M +$90.7K +387 +7%
HCM
1960
Horiko Capital Management
New York
$1.4M – – –
PIM
1961
Profit Investment Management
Maryland
$1.4M – – –
TNBTD
1962
Trustmark National Bank Trust Department
Mississippi
$1.4M -$61K -260 -4%
P
1963
&Partners
Tennessee
$1.4M +$29.1K +124 +2%
SAM
1964
Summit Asset Management
Tennessee
$1.39M +$10.8K +46 +0.7%
VBCG
1965
Valley Brook Capital Group
Pennsylvania
$1.39M -$31.4K -134 -2%
FWA
1966
FOCUS Wealth Advisors
Texas
$1.39M +$62.8K +268 +4%
TIAM2
1967
Tru Independence Asset Management 2
Oregon
$1.39M +$235K +1,004 +19%
VHAM
1968
Van Hulzen Asset Management
California
$1.38M +$22.3K +95 +2%
LB
1969
Legacy Bridge
Iowa
$1.38M -$37.5K -160 -3%
GFPC
1970
Global Financial Private Client
Florida
$1.37M +$31.4K +134 +2%
AF
1971
Advisornet Financial
Minnesota
$1.37M -$3.18M -13,577 -69%
BFO
1972
Biltmore Family Office
North Carolina
$1.37M +$271K +1,157 +23%
RB
1973
Renasant Bank
Mississippi
$1.36M +$199K +850 +16%
QCM
1974
Quest Capital Management
Texas
$1.36M +$33.1K +141 +2%
EF
1975
Empirical Finance
Pennsylvania
$1.36M +$323K +1,379 +29%
77 78
79
80 81