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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1926
OneAscent Wealth Management
Alabama
$1.13M -$521K -1,890 -34%
BFO
1927
Biltmore Family Office
North Carolina
$1.13M -$262K -950 -20%
EM
1928
Excalibur Management
Massachusetts
$1.12M -$46.9K -170 -4%
MPIA
1929
Mountain Pacific Investment Advisers
Idaho
$1.12M -$17.6K -64 -2%
PBO
1930
Peoples Bank (Ohio)
Ohio
$1.12M -$23.4K -85 -2%
DI
1931
Diligent Investors
California
$1.12M -$2.76K -10 -0.3%
MPM
1932
Meritage Portfolio Management
Kansas
$1.11M -$14.6M -52,926 -94%
BCM
1933
Boltwood Capital Management
California
$1.11M -$37.2K -135 -4%
FCFC
1934
First Citizens Financial Corp
Iowa
$1.11M -$28.4K -103 -3%
SCA
1935
STALEY CAPITAL ADVISERS
Pennsylvania
$1.11M +$125K +453 +14%
DMC
1936
Drexel Morgan & Co
Pennsylvania
$1.1M -$1.1K -4 -0.1%
XF
1937
XML Financial
Maryland
$1.1M -$79.1K -287 -7%
SIM
1938
SSI Investment Management
California
$1.1M -$276 -1 -0%
LFASL
1939
Lugano Financial Advisors SA (LFA)
Switzerland
$1.1M +$115K +417 +13%
CCB
1940
Cutter & Co Brokerage
Missouri
$1.1M -$83.8K -304 -8%
BSB
1941
Bangor Savings Bank
Maine
$1.1M +$12.4K +45 +1%
HWA
1942
HHM Wealth Advisors
Tennessee
$1.09M +$11.3K +41 +1%
RPG
1943
Resource Planning Group
Georgia
$1.09M +$175K +636 +22%
CCA
1944
Childress Capital Advisors
Texas
$1.09M +$353K +1,280 +56%
SF
1945
Symphony Financial
Texas
$1.09M +$406K +1,473 +74%
CANC
1946
Culbertson A N & Co
Virginia
$1.09M -$49.6K -180 -5%
TW
1947
Towerpoint Wealth
California
$1.09M -$276 -1 -0%
TIA
1948
Traphagen Investment Advisors
New Jersey
$1.09M -$13.2K -48 -1%
WDC
1949
Woodward Diversified Capital
California
$1.08M -$51.5K -187 -5%
FMTC
1950
Farmers & Merchants Trust Company
California
$1.08M -$7.17K -26 -0.7%
76 77
78
79 80