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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1951
Tsai Capital
New York
$3.49M +$31.3K +92 +0.9%
WAG
1952
Winthrop Advisory Group
Massachusetts
$3.49M +$5.79K +17 +0.2%
FAL
1953
Focused Alpha LLC
Colorado
$3.49M +$3.39M +9,945 New
EPIME
1954
Evelyn Partners Investment Management (Europe)
$3.48M +$132K +388 +4%
PAMG
1955
Patton Albertson Miller Group
Tennessee
$3.47M +$18.4K +54 +0.5%
CFA
1956
Churchill Financial Advisors
Kentucky
$3.47M +$3.37M +9,897 New
AOWM
1957
Alpha Omega Wealth Management
Virginia
$3.47M -$60.6K -178 -2%
LCG
1958
Lynx Capital Group
Ohio
$3.47M -$1.36K -4 -0%
GPA
1959
Garrison Point Advisors
California
$3.46M -$55.2K -162 -2%
REMPR
1960
Roof Eidam Maycock Peralta (REMP)
California
$3.45M -$57.9K -170 -2%
GFG
1961
Genesis Financial Group
New Jersey
$3.45M +$3.35M +9,839 New
TAS
1962
TIFF Advisory Services
Pennsylvania
$3.45M -$63.7K -187 -2%
CWP
1963
Concord Wealth Partners
Virginia
$3.44M +$169K +496 +5%
RMAM
1964
Raab & Moskowitz Asset Management
New Jersey
$3.43M +$5.45K +16 +0.2%
NF
1965
Nvest Financial
New Hampshire
$3.43M +$811K +2,379 +32%
KGC
1966
Kennon-Green & Company
Ohio
$3.43M -$233K -685 -7%
GCM
1967
Genus Capital Management
British Columbia, Canada
$3.43M -$6.38M -18,715 -66%
CWA
1968
Crusonia Wealth Advisors
Colorado
$3.43M +$3.33M +9,767 New
LHC
1969
Little House Capital
Massachusetts
$3.42M -$712K -2,089 -18%
AIA
1970
AssuredPartners Investment Advisors
Florida
$3.41M +$465K +1,365 +16%
MWM
1971
M3 Wealth Management
Ohio
$3.4M +$3.31M +9,707 New
CFGW
1972
Chancellor Financial Group WB
Pennsylvania
$3.4M -$49.1K -144 -1%
JHCP
1973
Jackson Hole Capital Partners
Oklahoma
$3.4M -$681 -2 -0%
BWP
1974
Burling Wealth Partners
Illinois
$3.38M +$106K +310 +3%
UB
1975
Umpqua Bank
Oregon
$3.38M -$44.3K -130 -1%
77 78
79
80 81