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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1951
IVC Wealth Advisors
Pennsylvania
$925K -$5.97K -79 -0.6%
SI
1952
Severin Investments
Missouri
$925K +$30.3K +401 +3%
BONH
1953
Bank of New Hampshire
New Hampshire
$924K – – –
FDCP
1954
Foster Dykema Cabot & Partners
Massachusetts
$922K -$14.1K -186 -2%
GIPW
1955
Granite Islands Private Wealth
Connecticut
$921K -$246K -3,260 -21%
OL
1956
one8zero8 LLC
North Carolina
$921K -$30K -397 -3%
CAM
1957
Congress Asset Management
Massachusetts
$921K -$206K -2,727 -18%
CWWM
1958
Clear Wave Wealth Management
New Jersey
$919K +$914K +12,090 New
HFS
1959
Howard Financial Services
Texas
$917K +$282K +3,725 +45%
CG
1960
Corundum Group
Colorado
$915K +$110K +1,451 +14%
AFG
1961
Allegheny Financial Group
Pennsylvania
$915K -$40.7K -538 -4%
CWM
1962
Chemistry Wealth Management
New York
$915K -$14.7K -195 -2%
ICA
1963
Infrastructure Capital Advisors
New York
$914K +$463K +6,121 +104%
WAC
1964
William Allan Corp
Colorado
$913K +$28.7K +380 +3%
LT
1965
Lindsell Train
United Kingdom
$913K -$378K -5,000 -29%
MIC
1966
Meridian Investment Counsel
California
$913K – – –
HWA
1967
HHM Wealth Advisors
Tennessee
$909K -$907 -12 -0.1%
FFA
1968
First Foundation Advisors
California
$909K +$73.4K +971 +9%
SWA
1969
SFMG Wealth Advisors
Texas
$907K +$74.4K +984 +9%
OL
1970
Optas LLC
Texas
$900K +$165K +2,188 +23%
BI
1971
Ballast Inc
Kentucky
$900K -$20.9K -277 -2%
MAM
1972
Morse Asset Management
Connecticut
$899K -$200K -2,650 -18%
FMTC
1973
Farmers & Merchants Trust Company
California
$898K -$8.16K -108 -0.9%
BO
1974
Bank OZK
Arkansas
$898K -$23.7K -314 -3%
FMP
1975
Financial Management Professionals
Texas
$897K +$41.2K +545 +5%
77 78
79
80 81