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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1926
Consilium Wealth Advisory
Texas
$502K +$576K +2,660 New
KFS
1927
Kaizen Financial Strategies
California
$501K -$183K -847 -24%
FNC
1928
First National Corp
Massachusetts
$501K +$35.5K +164 +7%
TIS
1929
Tortoise Index Solutions
Kansas
$501K +$103K +478 +22%
UBV
1930
United Bank (Virginia)
Virginia
$500K -$206K -950 -26%
9WM
1931
9258 Wealth Management
Ohio
$500K -$10.8K -50 -2%
FCB
1932
First Command Bank
Texas
$500K – – –
RB
1933
Rodgers Brothers
Pennsylvania
$499K – – –
FP
1934
Foundry Partners
Minnesota
$498K -$183K -844 -24%
BFPW
1935
BOK Financial Private Wealth
Colorado
$498K -$154K -712 -21%
MCC
1936
Money Concepts Capital
Florida
$498K +$572K +2,643 New
MSR
1937
Main Street Research
Connecticut
$497K -$18.6M -85,852 -97%
SIMM
1938
Stillwater Investment Management (Minnesota)
Minnesota
$497K – – –
SWM
1939
Scissortail Wealth Management
Oklahoma
$497K +$570K +2,634 New
PB
1940
Pinnacle Bancorp
Nebraska
$496K +$54.1K +250 +10%
BIM
1941
Baldwin Investment Management
Pennsylvania
$493K -$219K -1,013 -28%
AWAG
1942
ARS Wealth Advisors Group
Florida
$493K -$31.6K -146 -5%
FCA
1943
FinTrust Capital Advisors
South Carolina
$491K +$44.4K +205 +9%
ODG
1944
O'Dell Group
Ohio
$491K +$194K +898 +53%
SIG
1945
Sargent Investment Group
Maryland
$490K -$108K -500 -16%
LC
1946
LCNB Corp
Ohio
$490K -$7.14K -33 -1%
CHP
1947
Cable Hill Partners
Oregon
$490K +$116K +536 +26%
ASGS
1948
Alpha Square Group S
New York
$490K +$563K +2,600 New
BP
1949
BBR Partners
New York
$489K -$357K -1,648 -39%
BCA
1950
Bay Colony Advisors
Massachusetts
$489K -$100K -462 -15%
76 77
78
79 80