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Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
1926
Investment House LLC
California
$615K -$3.24M -27,522 -84%
NFG
1927
Nadler Financial Group
Illinois
$615K -$29.8K -253 -5%
EA
1928
Everpar Advisors
Oklahoma
$614K +$23.8K +202 +4%
HCM
1929
Hollencrest Capital Management
California
$614K -$12K -102 -2%
VCM
1930
Versant Capital Management
Arizona
$612K -$2.47K -21 -0.4%
HKAM
1931
Horizon Kinetics Asset Management
New York
$610K -$63.1K -536 -9%
GPWM
1932
Grant Private Wealth Management
California
$608K +$625K +5,310 New
HWM
1933
Hemington Wealth Management
Virginia
$608K -$7.54K -64 -1%
MAWCM
1934
Mine & Arao Wealth Creation & Management
California
$607K -$10K -85 -2%
CFM
1935
Catalyst Funds Management
Australia
$607K +$624K +5,300 New
PCA
1936
Peddock Capital Advisors
Massachusetts
$607K +$2.12K +18 +0.3%
FBT
1937
First Bankers Trust
Kentucky
$605K -$1.76M -14,952 -74%
SIAP
1938
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$604K -$19.9K -169 -3%
EWS
1939
Evergreen Wealth Solutions
Pennsylvania
$603K -$66.4K -564 -10%
CA
1940
Calton & Associates
Florida
$602K +$48.9K +415 +9%
LNB
1941
Ledyard National Bank
$602K -$16.6K -141 -3%
CH
1942
Cromwell Holdings
Wyoming
$602K – – –
BM
1943
Berman McAleer
Maryland
$600K +$617K +5,242 New
PCA
1944
Pallas Capital Advisors
Massachusetts
$599K -$37K -314 -6%
TWA
1945
TCI Wealth Advisors
Arizona
$597K +$20.8K +177 +4%
CAM
1946
Cozad Asset Management
Illinois
$594K -$64.8K -550 -10%
IP
1947
Investment Partners
Ohio
$594K -$9.78K -83 -2%
TWM
1948
TCFG Wealth Management
California
$593K +$22.5K +191 +4%
IF
1949
Intrua Financial
Texas
$593K +$104K +882 +21%
CASB
1950
Cape Ann Savings Bank
Massachusetts
$592K -$11.8K -100 -2%
76 77
78
79 80