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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1951
LCNB Corp
Ohio
$650K +$4.98K +240 +0.8%
CGA
1952
Crescent Grove Advisors
Illinois
$650K +$194K +9,350 +42%
BFO
1953
Boston Family Office
Massachusetts
$649K -$15.6K -750 -2%
SAM
1954
Secure Asset Management
Michigan
$649K +$205K +9,880 +46%
LWM
1955
Liberty Wealth Management
California
$649K +$363K +17,470 +159%
LL
1956
LPWM LLC
Minnesota
$647K -$53.8K -2,590 -8%
MIA
1957
MainStreet Investment Advisors
Illinois
$647K +$67.9K +3,270 +12%
GC
1958
Garde Capital
Washington
$645K +$244K +11,760 +61%
CNAM
1959
Campbell Newman Asset Management
Wisconsin
$643K -$1.25K -60 -0.2%
FOA
1960
Five Oceans Advisors
California
$643K +$645K +31,050 New
LWMM
1961
Legacy Wealth Management (Mississippi)
Mississippi
$642K – – –
CC
1962
Constitution Capital
Connecticut
$642K – – –
TCM
1963
Tanaka Capital Management
New York
$642K – – –
CCA
1964
Catalyst Capital Advisors
New York
$642K +$328K +15,790 +104%
PCA
1965
Private Capital Advisors
Connecticut
$641K +$23.3K +1,120 +4%
HCM
1966
Hengehold Capital Management
Ohio
$639K +$2.08K +100 +0.3%
PWA
1967
Physician Wealth Advisors
Utah
$637K -$1.77M -85,440 -75%
3F
1968
360 Financial
Minnesota
$637K +$3.32K +160 +0.5%
PAA
1969
Peregrine Asset Advisers
Oregon
$631K +$136K +6,560 +27%
EA
1970
Eclectic Associates
California
$627K +$54.2K +2,610 +9%
LWP
1971
Lumature Wealth Partners
Georgia
$624K -$13.1K -630 -2%
HCA
1972
Harbour Capital Advisors
Virginia
$622K +$37.8K +1,820 +6%
FIG
1973
Freed Investment Group
Massachusetts
$621K – – –
BWAM
1974
Boyd Watterson Asset Management
Ohio
$621K +$623K +30,000 New
ICM
1975
Infini Capital Management
Hong Kong
$621K +$623K +30,000 New
77 78
79
80 81