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Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1301
Excalibur Management
Massachusetts
$540K +$387K +4,457 +136%
SSWM
1302
Sheets Smith Wealth Management
North Carolina
$539K -$172K -1,985 -20%
OWA
1303
One Wealth Advisors
California
$538K +$110K +1,269 +20%
BCM
1304
Blume Capital Management
California
$535K +$199K +2,297 +43%
CWA
1305
Clarity Wealth Advisors
California
$532K +$31.4K +362 +5%
TEC
1306
Tiger Eye Capital
Tennessee
$531K – – –
RWM
1307
Ritholtz Wealth Management
New York
$531K +$145K +1,674 +28%
SNBOSCI
1308
Security National Bank of Sioux City Iowa
Iowa
$527K +$654K +7,542 New
PTP
1309
Platform Technology Partners
New York
$524K +$31.4K +362 +5%
SHWM
1310
Silicon Hills Wealth Management
Texas
$522K – – –
BP
1311
Ballentine Partners
Massachusetts
$521K -$27.9K -322 -4%
GFP
1312
Gryphon Financial Partners
Ohio
$521K +$16.8K +194 +3%
RIM
1313
Regent Investment Management
Kentucky
$520K -$138K -1,595 -18%
MTIC
1314
Missouri Trust & Investment Company
Missouri
$520K +$167K +1,920 +35%
FFM
1315
Forum Financial Management
Illinois
$519K +$319K +3,679 +98%
EFL
1316
ERn Financial LLC
Wisconsin
$516K +$307K +3,536 +92%
LWA
1317
Lineweaver Wealth Advisors
Ohio
$515K -$6.51K -75 -1%
CASB
1318
Cape Ann Savings Bank
Massachusetts
$514K +$3.9K +45 +0.6%
OHIS
1319
Oak Harvest Investment Services
Texas
$513K -$120K -1,384 -16%
TNAM
1320
Terra Nova Asset Management
New York
$512K -$365K -4,210 -36%
PCA
1321
Peddock Capital Advisors
Massachusetts
$511K -$20.6K -238 -3%
BFA
1322
Buttonwood Financial Advisors
Maryland
$510K +$37.2K +429 +6%
BFS
1323
Bard Financial Services
Connecticut
$508K +$65.1K +750 +12%
ESB
1324
Essex Savings Bank
Connecticut
$507K +$106K +1,224 +20%
XS
1325
XR Securities
Illinois
$507K +$464K +5,354 +280%
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