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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1901
Strategy Asset Managers
California
$323K -$12.9K -120 -4%
IIA
1902
IPG Investment Advisors
California
$322K -$19.8K -184 -6%
GIP
1903
Greatmark Investment Partners
Georgia
$322K +$1.4K +13 +0.4%
DIM
1904
Delta Investment Management
California
$321K +$1.4K +13 +0.4%
PCIG
1905
Partners Capital Investment Group
Massachusetts
$321K +$318K +2,956 New
MSR
1906
Main Street Research
Connecticut
$320K -$20.1K -187 -6%
PPW
1907
Pasadena Private Wealth
California
$320K -$1.07K -10 -0.3%
RB
1908
Rodgers Brothers
Pennsylvania
$319K +$967 +9 +0.3%
FC
1909
Fulcrum Capital
Washington
$319K – – –
CVM
1910
Cheviot Value Management
California
$318K – – –
HB
1911
HTLF Bank
Colorado
$318K +$315K +2,927 New
CWA
1912
CM Wealth Advisors
Ohio
$316K – – –
USB
1913
Union Savings Bank
Connecticut
$316K -$25.4K -236 -7%
GWSG
1914
GPS Wealth Strategies Group
Colorado
$316K +$107 +1 +0%
SGWM
1915
Sterling Group Wealth Management
California
$316K – – –
FFG
1916
Frisch Financial Group
New York
$313K -$5.59K -52 -2%
LPT
1917
Legacy Private Trust
Wisconsin
$312K +$9.46K +88 +3%
FFA
1918
Fragasso Financial Advisors
Pennsylvania
$312K +$27.8K +259 +10%
IWP
1919
Invenio Wealth Partners
Florida
$311K -$13.2K -123 -4%
LW
1920
Linscomb Wealth
Texas
$308K -$7.09K -66 -2%
ES
1921
Eagle Strategies
New York
$307K +$430 +4 +0.1%
RIM
1922
Redwood Investment Management
Arizona
$306K +$200K +1,859 New
V
1923
ViaWealth
Kansas
$306K -$155K -1,442 -34%
WFI
1924
West Family Investments
California
$306K +$12.7K +118 +4%
BCM
1925
Boltwood Capital Management
California
$304K +$19.9K +185 +7%
75 76
77
78 79