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Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
1951
Marietta Investment Partners
Wisconsin
$1.64M -$707K -3,800 -28%
CCM
1952
Chilton Capital Management
Texas
$1.64M +$75.6K +406 +4%
CF
1953
Convergence Financial
Missouri
$1.64M +$566K +3,043 +45%
GPA
1954
Garrison Point Advisors
California
$1.64M -$36.5K -196 -2%
MIAS
1955
Mason Investment Advisory Services
Virginia
$1.64M -$73K -392 -4%
SFG
1956
Stonebridge Financial Group
California
$1.63M +$1.83M +9,851 New
IWM
1957
Iams Wealth Management
Nebraska
$1.62M +$248K +1,330 +16%
TFA
1958
Transamerica Financial Advisors
Florida
$1.62M -$35.7K -192 -2%
AWM
1959
Arista Wealth Management
Nevada
$1.62M +$21K +113 +1%
OFA
1960
Oak Family Advisors
Illinois
$1.62M +$593K +3,184 +49%
NHT
1961
New Hampshire Trust
New Hampshire
$1.61M +$49K +263 +3%
MAG
1962
MRA Advisory Group
New Jersey
$1.61M +$1.46M +7,826 +416%
SIA
1963
Schear Investment Advisers
Ohio
$1.61M +$103K +555 +6%
KP
1964
Keel Point
Alabama
$1.6M +$205K +1,099 +13%
AFG
1965
ABLE Financial Group
Arizona
$1.6M +$569K +3,057 +46%
EFSCE
1966
Enterprise Financial Services Corp (EFSC)
Missouri
$1.6M +$221K +1,185 +14%
AWM
1967
Aries Wealth Management
Maine
$1.59M -$372 -2 -0%
MKC
1968
M. Kraus & Co
Vermont
$1.59M -$5.58K -30 -0.3%
GAA
1969
Global Assets Advisory
Florida
$1.59M +$164K +879 +10%
CCG
1970
Coastwise Capital Group
California
$1.58M +$108K +581 +6%
WAM
1971
Wolverine Asset Management
Illinois
$1.58M +$1.78M +9,550 New
TM
1972
TigerOak Management
New Mexico
$1.58M +$25.3K +136 +1%
TWM
1973
Tanager Wealth Management
United Kingdom
$1.58M -$10.4K -56 -0.6%
JGC
1974
J. Goldman & Co
New York
$1.58M +$1.48M +7,961 +514%
HNWAG
1975
High Net Worth Advisory Group
Florida
$1.57M -$259K -1,391 -13%
77 78
79
80 81