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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1726
Investors Financial Group
Minnesota
$400K – – –
OPW
1727
Oxler Private Wealth
New York
$400K +$171K +1,228 +69%
FM
1728
Family Management
New York
$399K -$18.1K -130 -4%
IIM
1729
Intact Investment Management
Quebec, Canada
$399K – – –
SM
1730
SG3 Management
Puerto Rico
$399K +$417K +3,000 New
LA
1731
LVW Advisors
New York
$396K +$28.2K +203 +7%
FCM
1732
Fortis Capital Management
Washington
$396K +$137K +989 +50%
MGAM
1733
McGowan Group Asset Management
Texas
$395K – – –
GIA
1734
GHP Investment Advisors
Colorado
$394K -$81.5K -586 -16%
CIG
1735
Cairn Investment Group
Washington
$394K – – –
IFG
1736
Independent Financial Group
California
$392K +$93.8K +675 +30%
FMWA
1737
Forvis Mazars Wealth Advisors
Missouri
$391K -$547K -3,936 -57%
HC
1738
Hendley & Co
Ohio
$391K – – –
HCM
1739
HMS Capital Management
Tennessee
$390K -$267K -1,923 -40%
TW
1740
Transform Wealth
Colorado
$390K -$12.5K -90 -3%
CFO
1741
Collective Family Office
Pennsylvania
$390K +$54.8K +394 +16%
CVM
1742
Cheviot Value Management
California
$388K +$209K +1,500 +105%
PFM
1743
Parsec Financial Management
North Carolina
$387K +$10.1K +73 +3%
BWM
1744
Baystate Wealth Management
Massachusetts
$386K – – –
FMB
1745
Field & Main Bank
Kentucky
$385K +$91.1K +655 +29%
WIC
1746
Whitegate Investment Counselors
New Hampshire
$384K – – –
CIP
1747
Convergence Investment Partners
Florida
$380K -$7.92K -57 -2%
GCM
1748
Gladius Capital Management
Illinois
$380K +$397K +2,853 New
NCM
1749
Narwhal Capital Management
Georgia
$377K +$160K +1,154 +69%
HCM
1750
Hilton Capital Management
New York
$375K +$393K +2,824 New
68 69
70
71 72