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Name Holding Trade Value Shares
Change 		Change in
Stake
ABTD
2126
Arvest Bank Trust Division
Oklahoma
$523K -$44.7K -430 -9%
OWM
2127
Orca Wealth Management
Florida
$523K -$11.9K -115 -3%
BOJHT
2128
Bank of Jackson Hole Trust
Wyoming
$523K +$86.1K +829 +24%
HP
2129
Haven Private
Florida
$522K +$62K +597 +17%
WCM
2130
Whitener Capital Management
North Carolina
$521K -$10.1K -97 -2%
WI
2131
Westbourne Investments
Virginia
$521K +$436K +4,200 New
LAS
2132
Legacy Advisory Services
Pennsylvania
$520K -$935 -9 -0.2%
SCM
2133
Spreng Capital Management
Ohio
$519K – – –
HNB
2134
Hilltop National Bank
Wyoming
$519K +$435K +4,185 New
W
2135
Wealthquest
Ohio
$519K +$18.6K +179 +4%
CFA
2136
CWS Financial Advisors
Michigan
$518K – – –
AFO
2137
Arrowroot Family Office
California
$518K +$434K +4,177 New
RAM
2138
Readystate Asset Management
Illinois
$518K -$1.29M -12,368 -75%
AAA
2139
American Alpha Advisors
New York
$517K +$433K +4,170 New
VCM
2140
Virtue Capital Management
Tennessee
$516K -$430K -4,134 -50%
BFP
2141
Briaud Financial Planning
Texas
$516K – – –
CAS
2142
CTC Alternative Strategies
Illinois
$516K +$432K +4,160 New
AA
2143
Acorns Advisers
California
$515K +$20.2K +194 +5%
ACH
2144
ArrowMark Colorado Holdings
Colorado
$515K +$41.6K +400 +11%
CIG
2145
Consolidated Investment Group
Colorado
$515K – – –
WCWM
2146
Willow Creek Wealth Management
California
$514K +$111K +1,067 +35%
OWA
2147
One Wealth Advisors
California
$513K +$83.6K +805 +24%
NRC
2148
New Republic Capital
North Carolina
$509K +$186K +1,789 +78%
KMWM
2149
Keudell/Morrison Wealth Management
Oregon
$508K +$43.1K +415 +11%
FSA
2150
Financial Security Advisor
Virginia
$505K -$4.88K -47 -1%
84 85
86
87 88