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Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
1001
Neville Rodie & Shaw
New York
$387K – – –
WC
1002
Wexford Capital
Florida
$382K – – –
NCM
1003
New Capital Management
Texas
$381K – – –
SOS
1004
Silver Oak Securities
Tennessee
$381K -$34.7K -209 -9%
CAG
1005
Csenge Advisory Group
Florida
$378K -$7.64K -46 -2%
WH
1006
Willner & Heller
California
$377K +$17.1K +103 +5%
IWA
1007
Intercontinental Wealth Advisors
Texas
$377K +$166 +1 +0%
IAS
1008
Insigneo Advisory Services
Florida
$375K +$357K +2,150 New
SS
1009
Simplicity Solutions
Minnesota
$374K +$106K +636 +42%
CW
1010
CreativeOne Wealth
Kansas
$374K -$56.2K -338 -14%
LOPW
1011
Live Oak Private Wealth
North Carolina
$374K -$116K -699 -24%
NAM
1012
NorthCrest Asset Manangement
Minnesota
$373K -$134K -807 -27%
MHIC
1013
Marble Harbor Investment Counsel
Massachusetts
$372K – – –
DAM
1014
Diamant Asset Management
Connecticut
$372K -$16.6K -100 -4%
PA
1015
PSI Advisors
Florida
$370K -$104K -625 -23%
MCM
1016
MV Capital Management
Maryland
$369K -$4.99K -30 -1%
MMC
1017
Mizuho Markets Cayman
Cayman Islands
$368K +$353K +2,126 New
BO
1018
Bank OZK
Arkansas
$368K – – –
NCM
1019
Narwhal Capital Management
Georgia
$367K +$352K +2,120 New
MC
1020
Moors & Cabot
Massachusetts
$365K -$298K -1,796 -46%
DIM
1021
Delta Investment Management
California
$364K – – –
AWM
1022
Avior Wealth Management
Nebraska
$363K -$11.6K -70 -3%
FT
1023
Fiduciary Trust
Massachusetts
$362K -$557K -3,354 -62%
DA
1024
Detalus Advisors
Missouri
$360K – – –
SB
1025
Simmons Bank
Arkansas
$359K -$66.5K -400 -16%
39 40
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42 43