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Name Holding Trade Value Shares
Change 		Change in
Stake
OF
1976
Outfitter Financial
Maine
$538K -$31.1K -745 -6%
IWA
1977
IVC Wealth Advisors
Pennsylvania
$538K -$9.56K -229 -2%
VAG
1978
VisionPoint Advisory Group
Texas
$538K +$139K +3,342 +39%
HB
1979
HTLF Bank
Colorado
$538K -$26.2K -628 -5%
OCBCO
1980
Oversea-Chinese Banking Corp (OCBC)
Singapore
$536K +$498K +11,939 New
FA
1981
Faithward Advisors
Pennsylvania
$536K -$4.34K -104 -0.9%
CHAM
1982
Clear Harbor Asset Management
Connecticut
$535K +$1.04K +25 +0.2%
MPAM
1983
Murphy Pohlad Asset Management
Minnesota
$533K +$45.3K +1,085 +10%
BOPW
1984
Brandywine Oak Private Wealth
Pennsylvania
$532K -$2.17K -52 -0.4%
D
1985
Diversified
Delaware
$532K +$2.88K +69 +0.6%
DE
1986
Diversified Enterprises
Delaware
$532K +$494K +11,843 New
LC
1987
LCNB Corp
Ohio
$532K -$11.2K -269 -2%
SFG
1988
Sowa Financial Group
Rhode Island
$531K -$4.34K -104 -0.9%
FAG
1989
Fortitude Advisory Group
Washington
$531K -$11.3K -270 -2%
LA
1990
LexAurum Advisors
Kansas
$530K +$24.7K +593 +5%
CL
1991
COWA LLC
Oklahoma
$528K +$2.71K +65 +0.6%
OCM
1992
One Capital Management
California
$528K +$16.9K +404 +4%
CIC
1993
Chase Investment Counsel
Virginia
$527K +$26.8K +643 +6%
AWS
1994
Arkfeld Wealth Strategies
Nebraska
$527K +$18.8K +450 +4%
HGERS
1995
Householder Group Estate & Retirement Specialist
Arizona
$525K +$16.3K +391 +3%
CFO
1996
CVA Family Office
Colorado
$525K +$42.8K +1,025 +10%
WBCM
1997
Wilson & Boucher Capital Management
California
$524K +$41.7K +1,000 +9%
VHAM
1998
Van Hulzen Asset Management
California
$523K +$5.22K +125 +1%
BHIA
1999
Birch Hill Investment Advisors
Massachusetts
$521K -$29.2K -700 -6%
JAG
2000
Journey Advisory Group
Kentucky
$521K – – –
78 79
80
81 82