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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1951
Lantz Financial
Illinois
$406K +$90.8K +1,668 +29%
JBA
1952
Johnson Bixby & Associates
Washington
$405K – – –
SDWIA
1953
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$404K – – –
YIH
1954
Y-Intercept (HK)
Hong Kong
$404K +$406K +7,464 New
FWM
1955
ForthRight Wealth Management
Georgia
$403K -$52.7K -969 -12%
MGIA
1956
Matthew Goff Investment Advisor
Texas
$403K -$326 -6 -0.1%
CCM
1957
Canal Capital Management
Virginia
$402K +$435 +8 +0.1%
CWM
1958
Connecticut Wealth Management
Connecticut
$401K -$127K -2,329 -24%
CC
1959
Claybrook Capital
Massachusetts
$400K -$501K -9,212 -55%
VFP
1960
Verus Financial Partners
Virginia
$400K -$4.73K -87 -1%
SOAMC
1961
Spirit of America Management Corp
New York
$400K – – –
SFG
1962
SevenBridge Financial Group
Pennsylvania
$400K +$4.63K +85 +1%
IDA
1963
Intelligence Driven Advisers
California
$400K +$403K +7,400 New
HCP
1964
Hexagon Capital Partners
Arkansas
$398K -$3.16K -58 -0.8%
LSPW
1965
Lake Street Private Wealth
Illinois
$397K – – –
IA
1966
Insight Advisors
Pennsylvania
$396K -$148K -2,719 -28%
PCFFS
1967
Pacific Center for Financial Services
California
$396K – – –
RP
1968
Riverbridge Partners
Minnesota
$395K -$29.5K -543 -7%
ANBT
1969
American National Bank & Trust
Texas
$394K +$1.03K +19 +0.3%
AWA
1970
Alta Wealth Advisors
Massachusetts
$394K +$36K +661 +10%
MAM
1971
Magellan Asset Management
Australia
$393K +$25.1K +461 +7%
LC
1972
Landaas & Company
Wisconsin
$392K – – –
KJHP
1973
K.J. Harrison & Partners
Ontario, Canada
$392K +$7.62K +140 +2%
IMOV
1974
Investment Management of Virginia
Virginia
$391K +$35K +643 +10%
WTB
1975
Washington Trust Bank
Washington
$390K -$28.2K -518 -7%
77 78
79
80 81