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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1301
Ativo Capital Management
Illinois
$1.92M -$408K -1,866 -18%
KMWM
1302
Keudell/Morrison Wealth Management
Oregon
$1.92M – – –
FIM
1303
Fruth Investment Management
Texas
$1.91M – – –
SHA
1304
Seneca House Advisors
Virginia
$1.91M -$27.5K -126 -2%
BO
1305
Bank OZK
Arkansas
$1.91M +$22.5K +103 +1%
CM
1306
Caption Management
Oklahoma
$1.9M +$1.79M +8,200 New
BWM
1307
BigSur Wealth Management
Florida
$1.9M -$306K -1,400 -15%
SFG
1308
Sather Financial Group
Texas
$1.89M +$1.97K +9 +0.1%
CP
1309
Covenant Partners
Tennessee
$1.88M – – –
CG
1310
Caprock Group
Idaho
$1.88M -$47.2K -216 -3%
BCFS
1311
Butensky & Cohen Financial Security
Florida
$1.87M +$55.1K +252 +3%
IP
1312
Investment Partners
Ohio
$1.87M +$118K +541 +7%
LWS
1313
Lucia Wealth Services
California
$1.86M -$271K -1,238 -13%
CIP
1314
Capital Insight Partners
Arizona
$1.86M -$19.7K -90 -1%
CWM
1315
Concentric Wealth Management
California
$1.86M -$4.15K -19 -0.2%
HCM
1316
Harvey Capital Management
Florida
$1.85M -$2.22M -10,135 -56%
GBT
1317
Grove Bank & Trust
Florida
$1.83M +$168K +769 +11%
OAM
1318
Oak Asset Management
California
$1.82M -$2.19K -10 -0.1%
PCM
1319
Palisade Capital Management
New Jersey
$1.82M +$175K +800 +11%
LC
1320
Lavaca Capital
Texas
$1.82M – – –
FFN
1321
Focus Financial Network
Minnesota
$1.82M -$49.4K -226 -3%
OIM
1322
Orca Investment Management
Oregon
$1.81M +$1.97K +9 +0.1%
TCOT
1323
Trust Company of Toledo
Ohio
$1.81M +$3.28K +15 +0.2%
SP
1324
Successful Portfolios
Florida
$1.8M +$77.2K +353 +5%
CWM
1325
Confluence Wealth Management
Oregon
$1.8M -$4.59K -21 -0.3%
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