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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1951
Fort Point Capital Partners
California
$2.01M +$167K +694 +9%
SAI
1952
Systematic Alpha Investments
New Jersey
$1.99M – – –
VCP
1953
Verus Capital Partners
Arizona
$1.99M +$41.1K +171 +2%
ITIM
1954
Indiana Trust & Investment Management
Indiana
$1.99M -$46.9K -195 -2%
OL
1955
Owen LaRue
Kentucky
$1.99M +$476K +1,980 +30%
DRS
1956
Deane Retirement Strategies
Louisiana
$1.99M +$2.16K +9 +0.1%
TIMH
1957
Tilt Investment Management Holdings
New York
$1.98M – – –
BS
1958
Bessemer Securities
New York
$1.97M -$1.37M -5,704 -40%
RWA
1959
Ropes Wealth Advisors
Massachusetts
$1.97M -$125K -521 -6%
CCMW
1960
Cypress Capital Management (Wyoming)
Wyoming
$1.97M +$882K +3,671 +75%
M1FG
1961
Mach-1 Financial Group
Arkansas
$1.96M -$2.51M -10,441 -55%
OC
1962
Oakworth Capital
Alabama
$1.96M -$10.6K -44 -0.5%
FHC
1963
First Heartland Consultants
Missouri
$1.96M +$20.7K +86 +1%
PTP
1964
Platform Technology Partners
New York
$1.96M +$399K +1,660 +20%
SC
1965
Savoie Capital
Illinois
$1.96M +$2.04M +8,500 New
MSFP
1966
Mark Sheptoff Financial Planning
Connecticut
$1.95M -$74.3K -309 -4%
ACMA
1967
Arbor Capital Management (Alaska)
Alaska
$1.95M -$14.2K -59 -0.7%
JSL
1968
JT Stratford LLC
Georgia
$1.95M +$245K +1,020 +14%
AWMT
1969
AAFMAA Wealth Management & Trust
North Carolina
$1.94M -$5.03M -20,941 -71%
JGCM
1970
Joseph Group Capital Management
Ohio
$1.93M +$144K +597 +8%
NB
1971
Northwest Bancshares
Pennsylvania
$1.93M -$7.69K -32 -0.4%
RIA
1972
Regal Investment Advisors
Michigan
$1.93M -$32.2K -134 -2%
BRC
1973
Bishop Rock Capital
New York
$1.93M -$3.24M -13,474 -62%
DCM
1974
Dudley Capital Management
Virginia
$1.92M – – –
PL
1975
Perpetual Ltd
Australia
$1.92M -$166K -692 -8%
77 78
79
80 81