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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1876
Versant Capital Management
Arizona
$300K -$6.59K -49 -2%
VCG
1877
Vantage Consulting Group
Virginia
$300K +$261K +1,939 New
ESCM
1878
Echo Street Capital Management
New York
$299K -$254K -1,885 -49%
CCC
1879
Chelsea Counsel Company
California
$299K – – –
WCWM
1880
Willow Creek Wealth Management
California
$298K – – –
ODG
1881
O'Dell Group
Ohio
$297K -$4.17K -31 -2%
SMFG
1882
Sumitomo Mitsui Financial Group
Japan
$297K +$239K +1,776 +1,377%
CBTWT
1883
Community Bank & Trust (Waco, Texas)
Texas
$295K -$75K -557 -3%
RWMH
1884
Riverpoint Wealth Management Holdings
Illinois
$295K +$257K +1,907 New
RWB
1885
RMR Wealth Builders
New Jersey
$294K -$10.8K -80 -4%
GCMG
1886
Gyroscope Capital Management Group
Florida
$294K – – –
BWG
1887
Beta Wealth Group
California
$294K +$256K +1,900 New
LIA
1888
LBMC Investment Advisors
Tennessee
$293K +$255K +1,895 New
BBA
1889
BLB&B Advisors
Pennsylvania
$292K +$5.38K +40 +2%
DAM
1890
Deltec Asset Management
New York
$291K -$1.14M -8,500 -82%
ACM
1891
Allred Capital Management
Texas
$291K -$189K -1,403 -43%
FFWA
1892
FRG Family Wealth Advisors
Washington
$291K – – –
QCM
1893
Quest Capital Management
Texas
$290K +$6.33K +47 +3%
FA
1894
Financial Advisors
Massachusetts
$289K – – –
WDG
1895
Wealth Dimensions Group
Ohio
$289K +$8.88K +66 +4%
IWA
1896
IBEX Wealth Advisors
New Jersey
$289K +$252K +1,869 New
PBO
1897
Peoples Bank (Ohio)
Ohio
$287K +$3.9K +29 +2%
XSC
1898
X-Square Capital
Puerto Rico
$287K +$16.1K +120 +7%
SG
1899
Stonnington Group
California
$285K +$673 +5 +0.3%
BW
1900
Bison Wealth
Georgia
$284K +$247K +1,836 New
74 75
76
77 78