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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1501
Clifford Swan Investment Counsel
California
$385K – – –
HCM
1502
Howland Capital Management
Massachusetts
$384K -$4.79K -130 -1%
AWM
1503
Angeles Wealth Management
California
$384K +$2.21K +60 +0.7%
HFS
1504
Howard Financial Services
Texas
$384K -$35.7K -970 -10%
SW
1505
SkyOak Wealth
Michigan
$383K -$6.26K -170 -2%
BO
1506
Bank OZK
Arkansas
$383K +$320K +8,700 New
TWM
1507
Trevian Wealth Management
Massachusetts
$383K – – –
CWM
1508
C2C Wealth Management
Arizona
$382K -$19.2K -520 -6%
KWA
1509
KCS Wealth Advisory
California
$381K -$234K -6,340 -42%
SFG
1510
StrategIQ Financial Group
Indiana
$379K -$19.5K -530 -6%
RMC
1511
Resources Management Corp
Connecticut
$378K -$948K -25,730 -75%
SIA
1512
Soltis Investment Advisors
Utah
$377K -$48.3K -1,310 -13%
RWP
1513
Ridgecrest Wealth Partners
California
$376K – – –
CWA
1514
Clarity Wealth Advisors
California
$376K – – –
FI
1515
Financial Insights
Washington
$375K +$2.95K +80 +0.9%
MCM
1516
Mattern Capital Management
Colorado
$373K +$45.7K +1,240 +17%
GCA
1517
Gradient Capital Advisors
California
$373K – – –
VC
1518
Veracity Capital
Georgia
$372K +$14.4K +390 +5%
RZH
1519
Relyea Zuckerberg Hanson
Connecticut
$372K +$15.1K +410 +5%
KHC
1520
Koesten Hirschmann & Crabtree
Kansas
$371K -$737 -20 -0.2%
OA
1521
Oxbow Advisors
Texas
$371K +$310K +8,420 New
JCM
1522
Jacobi Capital Management
Pennsylvania
$371K -$36.8K -1,000 -11%
AL
1523
Aspiriant LLC
California
$369K +$34.3K +930 +12%
OWA
1524
One Wealth Advisors
California
$369K +$65.9K +1,790 +27%
LA
1525
Latitude Advisors
Florida
$368K -$60.8K -1,650 -16%
59 60
61
62 63