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Name Holding Trade Value Shares
Change
Change in
Stake
MF
1926
Manchester Financial
California
$160K +$198K +2,126 New
FIA
1927
FNY Investment Advisers
New York
$159K +$45.5K +490 +30%
ACA
1928
American Capital Advisory
Idaho
$159K -$929 -10 -0.7%
CSC
1929
Caldwell Sutter Capital
California
$157K – – –
HWA
1930
HHM Wealth Advisors
Tennessee
$157K -$7.16K -77 -4%
AIM
1931
Anchor Investment Management
South Carolina
$155K -$13K -140 -6%
LJHT
1932
Laurie J. Hall Trustee
$155K -$3.39M -36,465 -95%
PP
1933
PrairieView Partners
Minnesota
$154K +$1.39K +15 +0.7%
HB
1934
Horizon Bancorp
Indiana
$154K +$24.7K +266 +15%
MHR
1935
Matthew Hamilton Rosenberg
$153K -$17.8K -191 -9%
SNB
1936
Security National Bank
Nebraska
$153K – – –
Arax Advisory Partners
1937
Arax Advisory Partners
Colorado
$152K +$47.9K +515 +34%
Altshuler Shaham
1938
Altshuler Shaham
Israel
$151K -$204K -2,195 -52%
Castleark Management
1939
Castleark Management
Illinois
$151K – – –
BWM
1940
Bullock Wealth Management
Indiana
$149K +$24.5K +264 +16%
GCM
1941
Gables Capital Management
Florida
$147K +$9.29K +100 +5%
S
1942
Sachetta
Massachusetts
$143K -$14.4K -155 -7%
GGI
1943
Godsey & Gibb Inc
Virginia
$142K +$18.6K +200 +12%
CAS
1944
Coppell Advisory Solutions
Texas
$141K +$174K +1,875 New
DIP
1945
DT Investment Partners
Pennsylvania
$140K -$9.29K -100 -5%
FWM
1946
Focused Wealth Management
New York
$139K +$28K +301 +20%
OP
1947
Oslo Pensjonsforsikring
$136K +$168K +1,808 New
FNWA
1948
Financial Network Wealth Advisors
Utah
$136K +$167K +1,798 New
PPC
1949
Park Place Capital
Alabama
$134K -$164K -1,762 -50%
HGERS
1950
Householder Group Estate & Retirement Specialist
Arizona
$133K -$2.6K -28 -2%