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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1701
Virtue Capital Management
Tennessee
$881K +$215K +3,957 +31%
RIG
1702
Renaissance Investment Group
Massachusetts
$880K -$360K -6,647 -29%
SWA
1703
Sutton Wealth Advisors
Florida
$880K -$9K -166 -1%
ANB
1704
Amarillo National Bank
Texas
$879K – – –
APW
1705
Acima Private Wealth
Virginia
$878K – – –
CFSG
1706
Community Financial Services Group
Vermont
$877K -$21.7K -400 -2%
TW
1707
TrinityPoint Wealth
Connecticut
$877K +$254K +4,688 +40%
PNAA
1708
Pictet North America Advisors
Switzerland
$876K – – –
CCFM
1709
Clear Creek Financial Management
Washington
$876K +$105K +1,943 +13%
OMC
1710
Oasis Management Company
Cayman Islands
$873K -$813K -15,000 -48%
IC
1711
Inscription Capital
Texas
$871K -$11.6M -213,205 -93%
LA
1712
LVW Advisors
New York
$871K -$13.4K -247 -1%
GF
1713
Gries Financial
Ohio
$869K -$319K -5,887 -27%
GLLW
1714
Graves Light Lenhart Wealth
Virginia
$869K -$1.74K -32 -0.2%
RSVP
1715
Ramsay Stattman Vela & Price
Colorado
$864K -$4.45K -82 -0.5%
TWP
1716
Tempus Wealth Planning
California
$863K +$161K +2,970 +22%
EA
1717
Elm Advisors
California
$861K +$11.1K +205 +1%
SG
1718
StoneX Group
New York
$857K +$46.9K +866 +6%
GWM
1719
Gray Wealth Management
Maine
$856K +$8.84K +163 +1%
SMH
1720
Sanders Morris Harris
Texas
$854K – – –
RHBC
1721
R.H. Bluestein & Co
Michigan
$852K -$175K -3,220 -17%
GEA
1722
Glen Eagle Advisors
New Jersey
$850K +$24K +442 +3%
FFC
1723
First Financial Corp
Indiana
$844K -$9.81K -181 -1%
GFG
1724
Greystone Financial Group
Michigan
$841K +$51.6K +952 +6%
PIM
1725
Platinum Investment Management
Australia
$839K -$28.4K -524 -3%
67 68
69
70 71