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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1201
Trust Company
Kansas
$241K +$8.49K +165 +4%
SFG
1202
SevenBridge Financial Group
Pennsylvania
$240K -$3.86K -75 -2%
FNBOH
1203
First National Bank of Hutchinson
Kansas
$240K – – –
TFF
1204
The Family Firm
Maryland
$240K +$51 +1 +0%
1WA
1205
180 Wealth Advisors
Washington
$239K +$224K +4,359 New
WA1
1206
Wimmer Associates 1
California
$237K -$43.6K -848 -16%
TPWA
1207
TRUE Private Wealth Advisors
Oregon
$237K +$222K +4,322 New
BWM
1208
BigSur Wealth Management
Florida
$236K – – –
CPA
1209
Clear Perspective Advisors
Illinois
$236K +$77.4K +1,505 +54%
DDC
1210
DF Dent & Co
Maryland
$235K – – –
VFA
1211
Valeo Financial Advisors
Indiana
$235K +$73.8K +1,434 +50%
RSVP
1212
Ramsay Stattman Vela & Price
Colorado
$235K +$220K +4,275 New
CAM
1213
Close Asset Management
United Kingdom
$234K +$40.1K +780 +22%
PG
1214
Pendal Group
Australia
$234K +$219K +4,259 New
MGIA
1215
Moneta Group Investment Advisors
Missouri
$233K +$219K +4,254 New
BL
1216
Balentine LLC
Georgia
$231K -$8.54K -166 -4%
POIA
1217
Pin Oak Investment Advisors
Texas
$231K +$216K +4,209 New
LCM
1218
Liberty Capital Management
Michigan
$230K -$18.1K -352 -8%
TCB
1219
Texas Capital Bancshares
Texas
$229K – – –
SBL
1220
Sargent Bickham Lagudis
Colorado
$228K -$52.9K -1,028 -20%
ACM
1221
Alpha Capital Management
Texas
$228K – – –
GRQ
1222
Gardner Russo & Quinn
Pennsylvania
$227K -$12.9K -250 -6%
BA
1223
BKS Advisors
Michigan
$226K -$5.14K -100 -2%
PFGIA
1224
Patriot Financial Group Insurance Agency
Massachusetts
$225K -$26.8K -521 -12%
CCM
1225
Check Capital Management
California
$225K – – –
47 48
49
50 51