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Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
1576
Silicon Valley Capital Partners
California
$207K +$222K +9,846 +1,997%
CCFCSB
1577
Cape Cod Five Cents Savings Bank
Massachusetts
$207K – – –
ACA
1578
Atlas Capital Advisors
Wyoming
$206K +$221K +9,812 +2,027%
BO
1579
Bank OZK
Arkansas
$206K -$3.25K -144 -1%
EW
1580
Evoke Wealth
California
$206K -$111K -4,943 -32%
LG
1581
LaFleur & Godfrey
Michigan
$206K -$78.4K -3,478 -25%
DWM
1582
Diversify Wealth Management
Utah
$206K +$242K +10,744 New
OC
1583
Oakworth Capital
Alabama
$206K -$171K -7,592 -43%
SP
1584
Successful Portfolios
Florida
$206K -$1.92K -85 -0.8%
SDH
1585
Sloy Dahl & Holst
Washington
$205K -$87.4K -3,878 -27%
IC
1586
Iconiq Capital
California
$205K -$5.66K -251 -2%
PCMF
1587
Private Capital Management (Florida)
Florida
$205K +$230K +10,200 New
RPWA
1588
Regent Peak Wealth Advisors
Georgia
$204K -$20.2K -894 -8%
LA
1589
Legacy Advisors
Pennsylvania
$204K +$230K +10,192 New
HCMT
1590
Highland Capital Management (Tennessee)
Tennessee
$204K -$90.3K -4,007 -28%
IB
1591
Intrust Bank
Kansas
$204K -$105K -4,636 -31%
BLAM
1592
Bourne Lent Asset Management
New York
$203K -$3.38K -150 -1%
CWA
1593
CM Wealth Advisors
Ohio
$203K -$96K -4,261 -30%
SAM
1594
SignalPoint Asset Management
Missouri
$203K -$14.7K -650 -6%
SMWM
1595
Silvia McColl Wealth Management
California
$202K – – –
CH
1596
Cromwell Holdings
Wyoming
$202K -$89.4K -3,966 -28%
HWM
1597
Horizon Wealth Management
Illinois
$202K +$4.35K +193 +2%
QWM
1598
Quadcap Wealth Management
Texas
$202K -$32K -1,420 -12%
QIM
1599
Quest Investment Management
Oregon
$201K – – –
CPA
1600
Capital Performance Advisors
California
$198K +$187K +8,297 +534%
62 63
64
65 66