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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1901
Vigilant Capital Management
Maine
$628K – – –
DAC
1902
Dividend Assets Capital
South Carolina
$628K +$67.2K +187 +12%
SGCA
1903
Steel Grove Capital Advisors
Tennessee
$626K +$53.9K +150 +9%
KMWM
1904
Keudell/Morrison Wealth Management
Oregon
$624K -$7.19K -20 -1%
DEM
1905
Disciplined Equity Management
Florida
$624K -$359 -1 -0.1%
DI
1906
Diligent Investors
California
$622K -$28K -78 -4%
CAP
1907
Columbia Advisory Partners
Washington
$621K +$719 +2 +0.1%
BB
1908
Bell Bank
North Dakota
$619K -$9.35K -26 -1%
FOA
1909
Five Oceans Advisors
California
$616K +$39.5K +110 +7%
CFSG
1910
Clark Financial Services Group
Missouri
$612K +$31.6K +88 +5%
BAM
1911
Brave Asset Management
New Jersey
$611K – – –
WCM
1912
WealthBridge Capital Management
Ohio
$611K +$43.1K +120 +8%
EFG
1913
Everhart Financial Group
Ohio
$611K +$174K +484 +39%
BWM
1914
BerganKDV Wealth Management
Minnesota
$609K +$47.1K +131 +8%
CWP
1915
Concord Wealth Partners
Virginia
$608K -$719 -2 -0.1%
DHFB
1916
Dixon Hubard Feinour & Brown
Virginia
$606K +$610K +1,696 New
AT
1917
Arvest Trust
Oklahoma
$605K +$95.3K +265 +19%
XT
1918
XTX Topco
Cayman Islands
$605K +$217K +604 +55%
CWS
1919
Cypress Wealth Services
California
$603K +$15.8K +44 +3%
NC
1920
Northcape Capital
Australia
$600K +$604K +1,680 New
TAM
1921
Taurus Asset Management
New York
$597K -$52.5K -146 -8%
SWRP
1922
Summit Wealth & Retirement Planning
California
$597K -$37.7K -105 -6%
SFP
1923
Sweet Financial Partners
Minnesota
$594K +$598K +1,663 New
RFA
1924
Resurgent Financial Advisors
Georgia
$592K +$202K +562 +51%
DIP
1925
DT Investment Partners
Pennsylvania
$592K +$258K +718 +77%
75 76
77
78 79