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Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
1601
Enterprise Bank & Trust
Massachusetts
$2.67M +$89.4K +437 +4%
BPCA
1602
Bank Pictet & Cie (Asia)
Singapore
$2.67M +$322K +1,574 +15%
SSCA
1603
South Shore Capital Advisors
Massachusetts
$2.67M +$2.49M +12,191 New
JWM
1604
JFG Wealth Management
Colorado
$2.67M +$2.49M +12,187 New
MIM
1605
Meridiem Investment Management
United Kingdom
$2.67M +$2.5M +12,197 New
FDS
1606
Freedom Day Solutions
Texas
$2.66M +$65.1K +318 +3%
CIA
1607
Cohen Investment Advisors
New Hampshire
$2.65M +$2.48M +12,126 New
TH
1608
TCTC Holdings
Texas
$2.65M – – –
TA
1609
TFG Advisers
Michigan
$2.64M -$48.3K -236 -2%
KFC
1610
Klingenstein Fields & Co
New York
$2.64M -$205K -1,000 -8%
SW
1611
SkyOak Wealth
Michigan
$2.64M -$6.14K -30 -0.2%
MCIA
1612
Mountain Capital Investment Advisors
Colorado
$2.63M +$1.84K +9 +0.1%
CC
1613
Cipher Capital
New York
$2.63M -$3.89M -19,027 -61%
HAI
1614
Hennessy Advisors Inc
California
$2.63M +$215K +1,052 +10%
KMWM
1615
Keudell/Morrison Wealth Management
Oregon
$2.62M +$125K +609 +5%
CWM
1616
Centric Wealth Management
Illinois
$2.62M +$788K +3,851 +47%
TW
1617
TrinityPoint Wealth
Connecticut
$2.59M -$163K -795 -6%
CFMC
1618
Curbstone Financial Management Corp
New Hampshire
$2.59M +$4.09K +20 +0.2%
FLI
1619
Family Legacy Inc
South Carolina
$2.59M +$52.2K +255 +2%
TC
1620
Tsai Capital
New York
$2.59M +$2.43M +11,854 New
GG
1621
Gofen & Glossberg
Illinois
$2.58M +$313K +1,529 +15%
FMWA
1622
Forvis Mazars Wealth Advisors
Missouri
$2.58M +$3.27K +16 +0.1%
GKFF
1623
George Kaiser Family Foundation
Oklahoma
$2.57M – – –
LFA
1624
Lighthouse Financial Advisors
Maryland
$2.56M +$214K +1,045 +10%
HIM
1625
HawsGoodwin Investment Management
Tennessee
$2.56M +$80K +391 +3%
63 64
65
66 67