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Name Holding Trade Value Shares
Change
Change in
Stake
IP
1951
Isthmus Partners
Wisconsin
$294K
KCP
1952
Kera Capital Partners
California
$294K +$22.7K +102 +8%
M1FG
1953
Mach-1 Financial Group
Arkansas
$293K -$102K -458 -25%
FFA
1954
Fi3 Financial Advisors
Indiana
$293K -$685K -3,080 -91%
SWA
1955
SOA Wealth Advisors
New York
$293K -$65.2K -293 -18%
AL
1956
ADE LLC
Maryland
$292K -$11.1K -50 -4%
CFO
1957
Cambient Family Office
Michigan
$292K +$9.79K +44 +3%
NG
1958
Novem Group
New York
$291K -$899K -4,040 -75%
ICP
1959
Impact Capital Partners
Colorado
$290K -$9.57K -43 -3%
RW
1960
Rockport Wealth
Ohio
$290K +$298K +1,338 New
LW
1961
Linscomb Wealth
Texas
$289K -$128K -577 -30%
TF
1962
Tudor Financial
Ohio
$289K
WF
1963
Welch & Forbes
Massachusetts
$289K -$30.3K -136 -9%
CIG
1964
Cairn Investment Group
Washington
$288K
WOSD
1965
WFA of San Diego
California
$287K -$49.8K -224 -15%
MW
1966
Members Wealth
Pennsylvania
$287K +$222 +1 +0.1%
MWM
1967
Marietta Wealth Management
Georgia
$287K +$24.3K +109 +9%
BF
1968
Blankinship & Foster
California
$287K
CWM
1969
Connecticut Wealth Management
Connecticut
$286K +$22.2K +100 +8%
OC
1970
OceanIQ Capital
California
$286K +$273K +1,226 New
BO
1971
Bank OZK
Arkansas
$286K +$294K +1,320 New
MNBTD
1972
Moody National Bank Trust Division
Texas
$285K -$28.5K -128 -9%
BG
1973
Bollard Group
Massachusetts
$284K
LSC
1974
Lesa Sroufe & Co
Washington
$284K
SC
1975
Schulhoff & Co
Ohio
$284K