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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1951
IPG Investment Advisors
California
$210K – – –
HFS
1952
Hantz Financial Services
Michigan
$210K -$7.27K -35 -3%
CIG
1953
Cairn Investment Group
Washington
$210K – – –
BMO
1954
Beck Mack & Oliver
New York
$210K – – –
PAG
1955
Paladin Advisory Group
Iowa
$209K – – –
YWM
1956
Yoder Wealth Management
California
$209K – – –
WAM
1957
Weinberger Asset Management
California
$208K -$2.08K -10 -1%
FMC
1958
First Merchants Corp
Indiana
$208K -$1.04K -5 -0.5%
2L
1959
25 LLC
Missouri
$207K -$6.02K -29 -3%
GAM
1960
Gemmer Asset Management
California
$207K +$208 +1 +0.1%
PCMC
1961
Paragon Capital Management (Colorado)
Colorado
$207K – – –
KWM
1962
Keebeck Wealth Management
Illinois
$207K -$8.52K -41 -4%
BFC
1963
Bedel Financial Consulting
Indiana
$206K +$7.48K +36 +4%
MAM
1964
Meeder Asset Management
Ohio
$205K -$12.5K -60 -6%
VC
1965
Vicus Capital
Pennsylvania
$205K -$60.7K -292 -23%
FA
1966
Faithward Advisors
Pennsylvania
$205K +$181K +869 New
BHIA
1967
Birch Hill Investment Advisors
Massachusetts
$205K – – –
TCM
1968
Triumph Capital Management
Colorado
$205K -$166K -800 -45%
CFAM
1969
Center For Asset Management
Florida
$205K – – –
CWM
1970
Collaborative Wealth Management
Florida
$204K -$27.8K -134 -12%
SW
1971
SkyOak Wealth
Michigan
$204K – – –
FANJ
1972
Financial Architects (New Jersey)
New Jersey
$204K -$18.7K -90 -9%
AWP
1973
Abacus Wealth Partners
California
$203K -$15.6K -75 -7%
FIM
1974
Fernwood Investment Management
Massachusetts
$202K -$26K -125 -12%
FNWM
1975
Financial Network Wealth Management
Utah
$202K -$26K -125 -13%
77 78
79
80 81