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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1951
Faithward Advisors
Pennsylvania
$736K +$7.28K +160 +1%
ERIM
1952
Eagle Ridge Investment Management
Connecticut
$735K +$1.82K +40 +0.3%
APG
1953
Abacus Planning Group
South Carolina
$733K -$35.3K -776 -5%
MWPCG
1954
Measured Wealth Private Client Group
New Hampshire
$732K – – –
AIM
1955
Athena Investment Management
California
$732K +$27.9K +613 +4%
PFGIA
1956
Patriot Financial Group Insurance Agency
Massachusetts
$732K +$13.5K +297 +2%
IP
1957
Ignite Planners
California
$732K +$15K +329 +2%
PWP
1958
Phillips Wealth Planners
Mississippi
$731K +$696K +15,282 New
BA
1959
Bristlecone Advisors
Washington
$729K +$13.5K +297 +2%
LC
1960
LCNB Corp
Ohio
$728K -$28.2K -620 -4%
MMHP
1961
Murphy Middleton Hinkle & Parker
Georgia
$726K +$23.4K +515 +3%
CIM
1962
CIM Investment Management
Pennsylvania
$725K -$19.6K -430 -3%
CG
1963
Carmignac Gestion
France
$724K +$37.2K +818 +6%
LIG
1964
Lokken Investment Group
Delaware
$723K +$14.8K +325 +2%
NL
1965
Navalign LLC
California
$723K -$17.5K -384 -2%
LOIP
1966
Live Oak Investment Partners
Texas
$723K – – –
RI
1967
Ridgewood Investments
New Jersey
$722K +$137 +3 +0%
CAM
1968
Campion Asset Management
Virginia
$722K -$25.5K -560 -4%
JAFL
1969
Jay A. Fishman Ltd
Michigan
$720K – – –
AIM
1970
Allen Investment Management
New York
$718K -$30.8K -677 -4%
BFC
1971
Blue Fin Capital
Rhode Island
$717K -$73.3K -1,610 -10%
CWA
1972
Clearview Wealth Advisors
Oregon
$717K -$2.69K -59 -0.4%
WB
1973
West Bancorporation
Iowa
$716K -$33.1K -728 -5%
AC
1974
AlphaCore Capital
California
$716K +$129K +2,825 +23%
RC
1975
RBF Capital
California
$715K – – –
77 78
79
80 81