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Name Holding Trade Value Shares
Change
Change in
Stake
BO
1951
Bank OZK
Arkansas
$14.1M -$1.47M -8,438 -10%
PFWA
1952
Paces Ferry Wealth Advisors
Georgia
$14.1M +$143K +823 +1%
ACA
1953
Atlas Capital Advisors
Wyoming
$14.1M -$30.5K -175 -0.2%
DBIA
1954
Dumont & Blake Investment Advisors
New Jersey
$14.1M -$235K -1,351 -2%
MWA
1955
Moser Wealth Advisors
Washington
$14.1M +$12.7M +72,822 New
GWM
1956
Geneos Wealth Management
Colorado
$14.1M +$61.1M +350,639 +178%
FFS
1957
Founders Financial Securities
Maryland
$14.1M -$908K -5,210 -7%
BCM
1958
Birch Capital Management
Texas
$14.1M -$340K -1,951 -3%
JF
1959
JSF Financial
California
$14.1M -$180K -1,034 -1%
IWA
1960
IVC Wealth Advisors
Pennsylvania
$14.1M -$289K -1,660 -2%
TIM
1961
Tortoise Investment Management
New York
$14.1M -$87.8K -504 -0.7%
BCG
1962
Breakwater Capital Group
New Jersey
$14M -$37.6K -216 -0.3%
OHIS
1963
Oak Harvest Investment Services
Texas
$14M -$6.73M -38,594 -35%
AA
1964
Advisory Alpha
Michigan
$14M +$1.14M +6,537 +10%
EBT
1965
Enterprise Bank & Trust
Massachusetts
$14M +$916K +5,255 +8%
TIA
1966
Tiemann Investment Advisors
California
$14M -$333K -1,910 -3%
BOSSRA
1967
B.O.S.S. Retirement Advisors
Utah
$14M -$1.32M -7,577 -10%
OSNBOA
1968
Old Second National Bank of Aurora
Illinois
$14M -$1.03M -5,919 -8%
AIP
1969
Alapocas Investment Partners
Massachusetts
$14M -$18.1K -104 -0.1%
UHC
1970
Union Heritage Capital
Michigan
$14M +$436K +2,500 +4%
EAM
1971
EULAV Asset Management
Florida
$14M -$871K -5,000 -6%
TPA
1972
Trivium Point Advisory
Connecticut
$13.9M +$212K +1,216 +2%
CFA
1973
Cahill Financial Advisors
Minnesota
$13.9M +$1.8M +10,339 +17%
TCPG
1974
Trivant Custom Portfolio Group
California
$13.9M -$53.8K -309 -0.4%
LF
1975
Lee Financial
Texas
$13.9M -$52.3K -300 -0.4%