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Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
1926
Amarillo National Bank
Texas
$477K +$157K +719 +54%
FA
1927
Financial Advisors
Massachusetts
$476K -$75K -343 -14%
DFA
1928
Delta Financial Advisors
Louisiana
$474K +$53.8K +246 +14%
SNB
1929
Security National Bank
Nebraska
$472K – – –
NAS
1930
Nicolet Advisory Services
Wisconsin
$470K +$656 +3 +0.1%
OFW
1931
Omnia Family Wealth
Florida
$469K +$219 +1 +0%
CWM
1932
CCG Wealth Management
California
$468K +$19.2K +88 +5%
SC
1933
Sovarnum Capital
New York
$464K -$219K -1,000 -33%
PFGIA
1934
Patriot Financial Group Insurance Agency
Massachusetts
$464K -$24.9K -114 -5%
ACM
1935
Alethea Capital Management
Washington
$464K – – –
VR
1936
Viridian RIA
Washington
$464K – – –
WA
1937
WealthTrust Axiom
Pennsylvania
$464K – – –
IF
1938
IRON Financial
Illinois
$460K +$162K +743 +60%
SGCA
1939
Steel Grove Capital Advisors
Tennessee
$459K – – –
BOPW
1940
Brandywine Oak Private Wealth
Pennsylvania
$459K +$36.1K +165 +9%
TF
1941
Trek Financial
Arizona
$457K -$79.8K -365 -16%
MAM
1942
Marquette Asset Management
Minnesota
$457K – – –
ECAM
1943
East Coast Asset Management
Massachusetts
$455K – – –
SCA
1944
Sippican Capital Advisors
Massachusetts
$454K -$16.4K -75 -4%
EWF
1945
Epstein & White Financial
California
$453K +$33.4K +153 +8%
EA
1946
Emerald Advisers
Pennsylvania
$453K +$44.4K +203 +12%
CCM
1947
Compass Capital Management
Minnesota
$452K – – –
CI
1948
Chartist Inc
California
$451K +$8.31K +38 +2%
TBNY
1949
Trustco Bank (New York)
New York
$449K +$7.65K +35 +2%
CA
1950
Cornerstone Advisory
Maryland
$448K -$1.53K -7 -0.4%
76 77
78
79 80