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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2051
Consilium Wealth Advisory
Texas
$11.6M +$147K +799 +1%
AA
2052
Advisory Alpha
Michigan
$11.6M -$820K -4,471 -6%
EIM
2053
Ervin Investment Management
Washington
$11.5M -$539K -2,940 -4%
GCM
2054
Gibraltar Capital Management
Oklahoma
$11.5M -$1.37M -7,483 -10%
BWM
2055
Baystate Wealth Management
Massachusetts
$11.5M +$629K +3,429 +5%
HCP
2056
Hexagon Capital Partners
Arkansas
$11.5M +$188K +1,023 +2%
AC
2057
AlphaCore Capital
California
$11.5M -$824K -4,492 -6%
ACM
2058
Alpha Capital Management
Texas
$11.5M -$1.89M -10,295 -13%
CCM
2059
Carmel Capital Management
California
$11.5M +$29.3K +160 +0.2%
BRG
2060
Bay Rivers Group
Virginia
$11.5M +$148K +809 +1%
AC
2061
Apella Capital
Connecticut
$11.4M +$27K +147 +0.2%
IB
2062
Iyo Bank
Japan
$11.4M – – –
BO
2063
Bank OZK
Arkansas
$11.4M -$1.15M -6,291 -9%
WDC
2064
Woodward Diversified Capital
California
$11.4M +$7.52K +41 +0.1%
OL
2065
Optas LLC
Texas
$11.4M +$680K +3,708 +6%
GWM
2066
Graybill Wealth Management
Illinois
$11.4M -$3.48K -19 -0%
FDP
2067
Financiere des Professionnels
Quebec, Canada
$11.4M +$12.2M +66,324 New
HCM
2068
Hodges Capital Management
Texas
$11.3M -$2.42M -13,173 -17%
MKA
2069
M. Kulyk & Associates
Georgia
$11.3M -$500K -2,726 -4%
CIA
2070
Cladis Investment Advisory
Montana
$11.3M +$338K +1,845 +3%
FWM
2071
Finer Wealth Management
Massachusetts
$11.3M +$199K +1,086 +2%
SAG
2072
Spotlight Asset Group
Illinois
$11.3M – – –
MVA
2073
Mount Vernon Associates
Maryland
$11.3M -$93.5K -510 -0.8%
CBA
2074
Coastal Bridge Advisors
Connecticut
$11.3M +$184K +1,004 +2%
KFS
2075
Kaizen Financial Strategies
California
$11.3M -$321K -1,748 -3%
81 82
83
84 85