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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1901
Copperwynd Financial
Arizona
$397K +$11.5K +95 +3%
HCA
1902
Horan Capital Advisors
Ohio
$393K – – –
CCP
1903
Cardan Capital Partners
Colorado
$392K -$1.82K -15 -0.5%
SG
1904
StoneX Group
New York
$392K +$40.2K +331 +12%
SMH
1905
Sanders Morris Harris
Texas
$391K -$60.7K -500 -14%
SCM
1906
Silvant Capital Management
Georgia
$390K – – –
MGIA
1907
Matthew Goff Investment Advisor
Texas
$387K +$108K +889 +39%
ZAM
1908
Zevin Asset Management
Massachusetts
$385K -$78.4K -646 -17%
SBWIC
1909
Schaper Benz & Wise Investment Counsel
Wisconsin
$385K – – –
LFA
1910
Landmark Financial Advisors
Kentucky
$384K +$60.9K +502 +19%
SIAP
1911
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$384K +$78.1K +644 +26%
WCWM
1912
Willow Creek Wealth Management
California
$382K -$38.2K -315 -9%
CCM
1913
Check Capital Management
California
$382K – – –
GCM
1914
Gator Capital Management
Florida
$382K – – –
SAM
1915
Symphony Asset Management
California
$382K +$379K +3,128 New
LC
1916
Landaas & Company
Wisconsin
$381K – – –
LPIC
1917
LeJeune Puetz Investment Counsel
Michigan
$379K -$6.07K -50 -2%
GCA
1918
Gradient Capital Advisors
California
$377K +$1.21K +10 +0.3%
ACM
1919
Armbruster Capital Management
New York
$375K -$13.2K -109 -3%
EDRIA
1920
Edmonds Duncan Registered Investment Advisors
Kansas
$375K – – –
OIWM
1921
OptiFour Integrated Wealth Management
Virginia
$375K – – –
PCM
1922
Pointe Capital Management
Michigan
$371K +$40.2K +331 +12%
WCWM
1923
Wooster Corthell Wealth Management
Connecticut
$366K -$42K -346 -10%
FDS
1924
First Dallas Securities
Texas
$366K – – –
DOA
1925
D'Orazio & Associates
Virginia
$364K – – –
75 76
77
78 79