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Name Holding Trade Value Shares
Change 		Change in
Stake
GKFF
1526
George Kaiser Family Foundation
Oklahoma
$537K +$426K +3,083 New
CWM
1527
Calamos Wealth Management
Illinois
$536K -$34.7K -251 -8%
ACM
1528
AUA Capital Management
Pennsylvania
$535K -$138K -1,000 -25%
TTWM
1529
TCV Trust & Wealth Management
Virginia
$533K – – –
SGCA
1530
Steel Grove Capital Advisors
Tennessee
$532K – – –
ACM
1531
Allred Capital Management
Texas
$531K +$14.2K +103 +3%
BWP
1532
BSW Wealth Partners
Colorado
$531K +$421K +3,043 New
WKWM
1533
Walter & Keenan Wealth Management
Indiana
$528K +$419K +3,029 New
MS
1534
Madden Securities
Texas
$527K +$418K +3,025 New
SA
1535
Strategic Advisors
New York
$525K +$1.66K +12 +0.4%
PIC
1536
PCJ Investment Counsel
Ontario, Canada
$523K +$415K +3,000 New
JFL
1537
Jarislowsky, Fraser Ltd
Quebec, Canada
$522K – – –
CC
1538
Callan Capital
California
$520K +$553 +4 +0.1%
TFCP
1539
Twin Focus Capital Partners
Massachusetts
$520K +$98.8K +715 +31%
OWA
1540
Outlook Wealth Advisors
Texas
$515K +$409K +2,958 New
TPA
1541
Trivium Point Advisory
Connecticut
$514K +$135K +978 +50%
TPWA
1542
TRUE Private Wealth Advisors
Oregon
$513K -$31K -224 -7%
LC
1543
LCNB Corp
Ohio
$512K -$16.6K -120 -4%
SIG
1544
Sargent Investment Group
Maryland
$510K – – –
FMTC
1545
Farmers & Merchants Trust Company
California
$504K +$967 +7 +0.2%
BG
1546
Bahl & Gaynor
Ohio
$502K -$8.29K -60 -2%
SAS
1547
Stelac Advisory Services
New York
$500K +$397K +2,870 New
PCMC
1548
Paragon Capital Management (Colorado)
Colorado
$497K – – –
KJHP
1549
K.J. Harrison & Partners
Ontario, Canada
$497K +$394K +2,850 New
BHBT
1550
Burke & Herbert Bank & Trust
Virginia
$493K -$829 -6 -0.2%
60 61
62
63 64