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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1951
Precision Wealth Strategies
Missouri
$950K +$160K +829 +17%
CNAM
1952
Campbell Newman Asset Management
Wisconsin
$949K -$59.4K -308 -5%
SF
1953
Symphony Financial
Texas
$949K +$39K +202 +4%
BG
1954
Bahl & Gaynor
Ohio
$948K -$27.4K -142 -2%
FMTC
1955
Farmers & Merchants Trust Company
California
$948K -$9.07K -47 -0.8%
Q
1956
QVR
California
$946K +$1.13M +5,866 New
CWM
1957
Chesapeake Wealth Management
Virginia
$945K -$187K -969 -14%
EGA
1958
E&G Advisors
Texas
$944K -$207K -1,075 -16%
BWAM
1959
Boyd Watterson Asset Management
Ohio
$944K +$490K +2,540 +77%
FFG
1960
Frisch Financial Group
New York
$942K -$224K -1,162 -17%
CWG
1961
Crown Wealth Group
North Carolina
$940K -$170K -883 -13%
CP
1962
Covenant Partners
Tennessee
$939K -$19.3K -100 -2%
HHGA
1963
Halbert Hargrove Global Advisors
California
$934K -$102K -527 -8%
GDP
1964
Great Diamond Partners
Maine
$934K +$46.5K +241 +4%
HA
1965
Heartland Advisors
Wisconsin
$931K +$5.02K +26 +0.5%
JI
1966
Jeereddi Investments
California
$930K -$772K -4,000 -41%
VNA
1967
Valley National Advisers
Pennsylvania
$930K -$4.44K -23 -0.4%
HIP
1968
HUB Investment Partners
Texas
$926K +$260K +1,349 +31%
JWCA
1969
J.W. Coons Advisors
Ohio
$924K +$52.7K +273 +5%
TCM
1970
Triumph Capital Management
Colorado
$923K +$20.6K +107 +2%
LOAMU
1971
Lombard Odier Asset Management (USA)
New York
$919K +$868K +4,500 +375%
WDC
1972
Woodward Diversified Capital
California
$917K -$99.2K -514 -8%
CIP
1973
Convergence Investment Partners
Florida
$917K +$204K +1,057 +23%
MSFS
1974
Main Street Financial Solutions
Pennsylvania
$915K -$165K -856 -13%
VPW
1975
Vericrest Private Wealth
Pennsylvania
$911K – – –
77 78
79
80 81