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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1626
Alpha Omega Wealth Management
Virginia
$2.66M -$49.2K -210 -2%
BSB
1627
Bangor Savings Bank
Maine
$2.66M +$131K +560 +5%
TFS
1628
TrustCore Financial Services
Tennessee
$2.65M +$83.7K +357 +3%
WP
1629
WealthSource Partners
California
$2.64M +$569K +2,426 +26%
FDS
1630
Freedom Day Solutions
Texas
$2.64M -$1.88K -8 -0.1%
SCM
1631
Spreng Capital Management
Ohio
$2.64M +$3.05K +13 +0.1%
EWM
1632
Evermay Wealth Management
Virginia
$2.64M -$21.8K -93 -0.8%
BFS
1633
Bard Financial Services
Connecticut
$2.63M +$4.69K +20 +0.2%
MBT
1634
Montecito Bank & Trust
California
$2.63M -$30.3K -129 -1%
SW
1635
SkyOak Wealth
Michigan
$2.63M -$23.4K -100 -0.8%
RIA
1636
Realta Investment Advisors
Delaware
$2.62M +$42K +179 +2%
GKFF
1637
George Kaiser Family Foundation
Oklahoma
$2.62M – – –
KPW
1638
Kore Private Wealth
New York
$2.61M +$218K +930 +9%
MCIA
1639
Mountain Capital Investment Advisors
Colorado
$2.59M -$125K -531 -5%
FCM
1640
Fortis Capital Management
Washington
$2.58M -$46.2K -197 -2%
SFA
1641
Semmax Financial Advisors
North Carolina
$2.58M -$235K -1,004 -8%
SCC
1642
Steel Canyon Capital
Arizona
$2.58M -$3.27M -13,951 -55%
FANJ
1643
Financial Architects (New Jersey)
New Jersey
$2.58M -$67.5K -288 -2%
KCM
1644
Karp Capital Management
California
$2.58M -$41.7K -178 -2%
PCMK
1645
Paragon Capital Management (Kansas)
Kansas
$2.56M -$350K -1,492 -11%
RCIM
1646
Russell Clark Investment Management
United Kingdom
$2.56M – – –
SW
1647
SteelPeak Wealth
California
$2.56M +$862K +3,675 +47%
WP
1648
WealthPLAN Partners
Nebraska
$2.55M +$135K +574 +5%
HFM
1649
Harvest Fund Management
China
$2.54M -$217K -927 -8%
BWM
1650
BNC Wealth Management
Oregon
$2.54M +$79.5K +339 +3%
64 65
66
67 68