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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
1501
Trust Company of Oklahoma
Oklahoma
$750K -$9.95K -28 -1%
BBNA
1502
Bremer Bank National Association
Minnesota
$750K +$1.42K +4 +0.2%
NFG
1503
Nations Financial Group
Iowa
$744K -$20.6K -58 -3%
BCM
1504
Boltwood Capital Management
California
$744K +$15.6K +44 +2%
DC
1505
Diametric Capital
Massachusetts
$744K +$686K +1,930 New
AWA
1506
Arete Wealth Advisors
Illinois
$743K +$19.2K +54 +3%
MCM
1507
Maple Capital Management
Vermont
$743K -$486K -1,367 -41%
AWP
1508
Accretive Wealth Partners
New Jersey
$742K +$8.88K +25 +1%
FHC
1509
First Heartland Consultants
Missouri
$742K +$69.3K +195 +11%
KFS
1510
Kurt F. Somerville
$741K +$170K +478 +33%
SWM
1511
Segment Wealth Management
Texas
$741K – – –
TIM
1512
Tevis Investment Management
Texas
$741K +$33.8K +95 +5%
SC
1513
Shearwater Capital
Colorado
$740K – – –
KP
1514
Keel Point
Alabama
$736K +$46.9K +132 +7%
PA
1515
Prossimo Advisors
California
$735K +$78.9K +222 +13%
PGCM
1516
Prescott Group Capital Management
Oklahoma
$732K – – –
WP
1517
WealthSource Partners
California
$729K – – –
WAOTB
1518
Wealth Advisors of Tampa Bay
Florida
$728K +$3.55K +10 +0.5%
WANY
1519
Wealthspire Advisors (New York)
New York
$728K -$536K -1,507 -44%
TWM
1520
Tradition Wealth Management
Minnesota
$727K +$24.5K +69 +4%
CIP
1521
Convergence Investment Partners
Florida
$726K +$408K +1,149 +156%
APW
1522
Acima Private Wealth
Virginia
$726K +$8.88K +25 +1%
FCB
1523
First County Bank
Connecticut
$725K +$136K +382 +25%
OW
1524
Olistico Wealth
Oklahoma
$723K -$6.75K -19 -1%
ACIM
1525
Azimuth Capital Investment Management
Michigan
$719K – – –
59 60
61
62 63