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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1501
Bradley Foster & Sargent
Connecticut
$385K +$11.1K +300 +4%
CSIC
1502
Clifford Swan Investment Counsel
California
$385K – – –
HCM
1503
Howland Capital Management
Massachusetts
$384K -$4.79K -130 -1%
AWM
1504
Angeles Wealth Management
California
$384K +$2.21K +60 +0.7%
HFS
1505
Howard Financial Services
Texas
$384K -$35.7K -970 -10%
SW
1506
SkyOak Wealth
Michigan
$383K -$6.26K -170 -2%
BO
1507
Bank OZK
Arkansas
$383K +$320K +8,700 New
TWM
1508
Trevian Wealth Management
Massachusetts
$383K – – –
CWM
1509
C2C Wealth Management
Arizona
$382K -$19.2K -520 -6%
KWA
1510
KCS Wealth Advisory
California
$381K -$234K -6,340 -42%
SFG
1511
StrategIQ Financial Group
Indiana
$379K -$19.5K -530 -6%
RMC
1512
Resources Management Corp
Connecticut
$378K -$948K -25,730 -75%
SIA
1513
Soltis Investment Advisors
Utah
$377K -$48.3K -1,310 -13%
RWP
1514
Ridgecrest Wealth Partners
California
$376K – – –
CWA
1515
Clarity Wealth Advisors
California
$376K – – –
FI
1516
Financial Insights
Washington
$375K +$2.95K +80 +0.9%
MCM
1517
Mattern Capital Management
Colorado
$373K +$45.7K +1,240 +17%
GCA
1518
Gradient Capital Advisors
California
$373K – – –
VC
1519
Veracity Capital
Georgia
$372K +$14.4K +390 +5%
RZH
1520
Relyea Zuckerberg Hanson
Connecticut
$372K +$15.1K +410 +5%
KHC
1521
Koesten Hirschmann & Crabtree
Kansas
$371K -$737 -20 -0.2%
OA
1522
Oxbow Advisors
Texas
$371K +$310K +8,420 New
JCM
1523
Jacobi Capital Management
Pennsylvania
$371K -$36.8K -1,000 -11%
AL
1524
Aspiriant LLC
California
$369K +$34.3K +930 +12%
OWA
1525
One Wealth Advisors
California
$369K +$65.9K +1,790 +27%
59 60
61
62 63