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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2326
OneAscent Financial Services
Alabama
$14.1M -$10.4M -23,865 -46%
TPW
2327
Transatlantique Private Wealth
New York
$14.1M -$167K -384 -1%
VWM
2328
VCI Wealth Management
Missouri
$14.1M +$543K +1,250 +5%
BIA
2329
Beacon Investment Advisors
Maryland
$14.1M +$12.2K +28 +0.1%
GWMIA
2330
Global Wealth Management Investment Advisory
Florida
$14.1M -$307K -706 -2%
OIM
2331
Orca Investment Management
Oregon
$14M -$589K -1,356 -5%
MWA
2332
Midland Wealth Advisors
Illinois
$14M -$1.41M -3,241 -10%
BO
2333
Bank OZK
Arkansas
$14M -$79.5K -183 -0.6%
CAWM
2334
Capital Advisors Wealth Management
Washington
$14M -$312K -718 -2%
CCIA
2335
Cherry Creek Investment Advisors
Colorado
$14M -$136K -314 -1%
GCM
2336
Greenland Capital Management
New York
$14M +$12.2M +28,102 New
AT
2337
Arlington Trust
Alabama
$14M +$88.6K +204 +0.7%
OC
2338
Oarsman Capital
Wisconsin
$14M +$134K +309 +1%
WI
2339
WrapManager Inc
California
$13.9M -$449K -1,034 -4%
MIC
2340
Meridian Investment Counsel
California
$13.9M +$403K +929 +3%
BFIC
2341
Bedell Frazier Investment Counselling
California
$13.9M -$230K -529 -2%
RCM
2342
RB Capital Management
Nevada
$13.9M +$374K +861 +3%
LTAS
2343
Linden Thomas Advisory Services
North Carolina
$13.9M +$599K +1,380 +5%
NDSI
2344
Newman Dignan & Sheerar Inc
Rhode Island
$13.9M -$725K -1,670 -6%
CPCM
2345
Cardinal Point Capital Management
Ontario, Canada
$13.8M +$9.7M +22,327 +406%
FRA
2346
Front Row Advisors
California
$13.8M -$189K -435 -2%
MPIM
2347
McGinn Penninger Investment Management
Virginia
$13.8M -$3.33M -7,674 -22%
ACM
2348
Argyle Capital Management
Pennsylvania
$13.8M -$237K -545 -2%
CCM
2349
Chickasaw Capital Management
Tennessee
$13.8M -$46.5K -107 -0.4%
RPGK
2350
Retirement Planning Group (Kansas)
Kansas
$13.8M +$125K +287 +1%
92 93
94
95 96