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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1976
IVC Wealth Advisors
Pennsylvania
$538K -$9.56K -229 -2%
VAG
1977
VisionPoint Advisory Group
Texas
$538K +$139K +3,342 +39%
HB
1978
HTLF Bank
Colorado
$538K -$26.2K -628 -5%
OCBCO
1979
Oversea-Chinese Banking Corp (OCBC)
Singapore
$536K +$498K +11,939 New
FA
1980
Faithward Advisors
Pennsylvania
$536K -$4.34K -104 -0.9%
CHAM
1981
Clear Harbor Asset Management
Connecticut
$535K +$1.04K +25 +0.2%
MPAM
1982
Murphy Pohlad Asset Management
Minnesota
$533K +$45.3K +1,085 +10%
BOPW
1983
Brandywine Oak Private Wealth
Pennsylvania
$532K -$2.17K -52 -0.4%
D
1984
Diversified
Delaware
$532K +$2.88K +69 +0.6%
DE
1985
Diversified Enterprises
Delaware
$532K +$494K +11,843 New
LC
1986
LCNB Corp
Ohio
$532K -$11.2K -269 -2%
SFG
1987
Sowa Financial Group
Rhode Island
$531K -$4.34K -104 -0.9%
FAG
1988
Fortitude Advisory Group
Washington
$531K -$11.3K -270 -2%
LA
1989
LexAurum Advisors
Kansas
$530K +$24.7K +593 +5%
CL
1990
COWA LLC
Oklahoma
$528K +$2.71K +65 +0.6%
OCM
1991
One Capital Management
California
$528K +$16.9K +404 +4%
CIC
1992
Chase Investment Counsel
Virginia
$527K +$26.8K +643 +6%
AWS
1993
Arkfeld Wealth Strategies
Nebraska
$527K +$18.8K +450 +4%
HGERS
1994
Householder Group Estate & Retirement Specialist
Arizona
$525K +$16.3K +391 +3%
CFO
1995
CVA Family Office
Colorado
$525K +$42.8K +1,025 +10%
WBCM
1996
Wilson & Boucher Capital Management
California
$524K +$41.7K +1,000 +9%
VHAM
1997
Van Hulzen Asset Management
California
$523K +$5.22K +125 +1%
BHIA
1998
Birch Hill Investment Advisors
Massachusetts
$521K -$29.2K -700 -6%
JAG
1999
Journey Advisory Group
Kentucky
$521K – – –
JPMIA
2000
J.P. Marvel Investment Advisors
Massachusetts
$521K – – –
78 79
80
81 82