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Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1951
Bank OZK
Arkansas
$12.6M -$259K -800 -2%
DBIA
1952
Dumont & Blake Investment Advisors
New Jersey
$12.5M +$28.9K +89 +0.2%
BWA
1953
BDO Wealth Advisors
Florida
$12.5M +$8.11K +25 +0.1%
BFG
1954
Berger Financial Group
Minnesota
$12.5M +$4.14M +12,760 +52%
BAM
1955
Brave Asset Management
New Jersey
$12.5M +$255K +788 +2%
MW
1956
Marcum Wealth
Ohio
$12.4M -$71.3K -220 -0.6%
AWM
1957
Aevitas Wealth Management
Massachusetts
$12.4M -$262K -809 -2%
CA
1958
Crewe Advisors
Utah
$12.4M +$160K +494 +1%
BFA
1959
Bill Few Associates
Pennsylvania
$12.4M +$12M +36,977 New
PM
1960
Penbrook Management
New York
$12.4M -$272K -840 -2%
SCM
1961
Spreng Capital Management
Ohio
$12.4M -$32.7K -101 -0.3%
RBFC
1962
Roman Butler Fullerton & Co
Missouri
$12.4M +$28.9K +89 +0.2%
TCOK
1963
Trust Company of Kansas
Kansas
$12.4M -$3.8M -11,721 -24%
CCWA
1964
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.4M +$3.17M +9,788 +36%
SAM
1965
Selway Asset Management
$12.4M +$687K +2,120 +6%
FVCM
1966
F&V Capital Management
Florida
$12.3M +$1.06M +3,260 +10%
OIM
1967
Orca Investment Management
Oregon
$12.3M -$302K -933 -2%
MS
1968
Marshall & Sullivan
Washington
$12.3M +$48K +148 +0.4%
RWA
1969
Roberts Wealth Advisors
California
$12.3M -$87.2K -269 -0.7%
KCM
1970
Karp Capital Management
California
$12.3M +$389K +1,200 +3%
AWM
1971
Aries Wealth Management
Maine
$12.3M +$115K +355 +1%
RM
1972
Resource Management
Louisiana
$12.3M +$206K +635 +2%
JWCA
1973
J.W. Coons Advisors
Ohio
$12.3M -$195K -601 -2%
TA
1974
Tiedemann Advisors
New York
$12.3M -$211K -652 -2%
WWM
1975
Westwood Wealth Management
California
$12.3M +$11.8M +36,455 New
77 78
79
80 81