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Name Holding Trade Value Shares
Change 		Change in
Stake
ISB
1901
Iowa State Bank
Iowa
$14M -$386K -2,123 -3%
KC
1902
Kingfisher Capital
North Carolina
$14M -$225K -1,238 -1%
MFS
1903
Mirabella Financial Services
United Kingdom
$14M +$4.21M +23,141 +40%
AIM
1904
Acropolis Investment Management
Missouri
$14M -$415K -2,285 -3%
LOPW
1905
Live Oak Private Wealth
North Carolina
$14M -$24.2K -133 -0.2%
HA
1906
Hamel Associates
New Jersey
$14M -$1.4M -7,695 -9%
TC
1907
Tsai Capital
New York
$14M -$86.9K -478 -0.6%
GCM
1908
Goldstream Capital Management
Hong Kong
$13.9M +$273K +1,502 +2%
GFA
1909
Gifford Fong Associates
California
$13.9M -$13.2M -72,501 -47%
GWM
1910
GDS Wealth Management
Texas
$13.9M +$1.56M +8,596 +12%
LD
1911
Lipe & Dalton
New York
$13.9M -$147K -806 -1%
PAS
1912
Professional Advisory Services
Florida
$13.8M +$1.52M +8,376 +12%
AWA
1913
Aaron Wealth Advisors
Illinois
$13.8M +$601K +3,304 +4%
TA
1914
TFG Advisers
Michigan
$13.8M -$181K -998 -1%
IP
1915
Ignite Planners
California
$13.8M -$8.36M -45,978 -36%
ERIC
1916
Eagle Rock Investment Company
Georgia
$13.8M +$790K +4,342 +6%
IW
1917
Imprint Wealth
South Carolina
$13.8M +$12M +66,229 +447%
SM
1918
Sweeney & Michel
California
$13.7M +$13.3M +73,315 New
FMB
1919
Field & Main Bank
Kentucky
$13.7M -$925K -5,088 -6%
KWM
1920
Keebeck Wealth Management
Illinois
$13.7M -$429K -2,361 -3%
FPCP
1921
Fort Point Capital Partners
California
$13.7M -$233K -1,281 -2%
FZCM
1922
Flynn Zito Capital Management
New York
$13.7M +$3.02M +16,590 +26%
HCM
1923
Hodges Capital Management
Texas
$13.7M -$2.8M -15,400 -16%
SAM
1924
Smartleaf Asset Management
Massachusetts
$13.7M +$4.05M +22,289 +39%
BFPW
1925
BOK Financial Private Wealth
Colorado
$13.7M -$129K -710 -0.9%
75 76
77
78 79