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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1926
Monument Capital Management
Virginia
$1.85M -$19.1K -49 -1%
BWAM
1927
Boyd Watterson Asset Management
Ohio
$1.85M – – –
UBG
1928
United Bank (Georgia)
Georgia
$1.84M +$254K +653 +15%
KM
1929
KP Management
Minnesota
$1.83M -$390K -1,000 -17%
CPR
1930
CSU Producer Resources
Ohio
$1.83M – – –
LAM
1931
Lynch Asset Management
Pennsylvania
$1.83M – – –
NWMG
1932
Nicholson Wealth Management Group
South Carolina
$1.83M +$39K +100 +2%
DI
1933
Diligent Investors
California
$1.83M +$2.34K +6 +0.1%
EM
1934
Excalibur Management
Massachusetts
$1.83M +$21.4K +55 +1%
BCM
1935
Brown Capital Management
Maryland
$1.82M -$1.5M -3,838 -44%
LOPW
1936
Live Oak Private Wealth
North Carolina
$1.81M +$10.1K +26 +0.5%
I
1937
INVST
Indiana
$1.8M -$707K -1,813 -27%
BO
1938
Bank OZK
Arkansas
$1.8M -$29.6K -76 -2%
NDSI
1939
Newman Dignan & Sheerar Inc
Rhode Island
$1.8M -$35.1K -90 -2%
BWM
1940
Bernard Wealth Management
Michigan
$1.8M +$4.68K +12 +0.2%
PWPS
1941
Pinnacle Wealth Planning Services
Ohio
$1.8M +$114K +293 +6%
RL
1942
Rogco LP
Oklahoma
$1.79M -$822K -2,109 -30%
ZF
1943
Zhang Financial
Michigan
$1.79M +$74.4K +191 +4%
HWAM
1944
Hennion & Walsh Asset Management
New Jersey
$1.79M -$65.9K -169 -3%
BCM
1945
BluePath Capital Management
Georgia
$1.79M -$2.21M -5,673 -54%
LF
1946
LifeSteps Financial
California
$1.79M +$54.2K +139 +3%
BWM
1947
BNC Wealth Management
Oregon
$1.78M -$17.1K -44 -0.9%
BFIC
1948
Bedell Frazier Investment Counselling
California
$1.78M – – –
SHWM
1949
Smith & Howard Wealth Management
Georgia
$1.78M +$53.4K +137 +3%
TCM
1950
Tang Capital Management
California
$1.78M +$583K +1,497 +45%
76 77
78
79 80