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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1701
Alpha Omega Wealth Management
Virginia
$2.66M -$865 -4 -0%
FDS
1702
Freedom Day Solutions
Texas
$2.65M -$69.9K -323 -3%
GCM
1703
Gables Capital Management
Florida
$2.65M -$10.8K -50 -0.4%
HFM
1704
Harvest Fund Management
China
$2.65M +$35.9K +166 +1%
IAIM
1705
International Assets Investment Management
Florida
$2.65M -$58.4K -270 -2%
EAM
1706
EFG Asset Management
Oregon
$2.64M -$234K -1,082 -8%
AGAM
1707
Audent Global Asset Management
California
$2.63M -$561K -2,596 -18%
RMAM
1708
Raab & Moskowitz Asset Management
New Jersey
$2.63M +$4.76K +22 +0.2%
CP
1709
CenterBook Partners
Connecticut
$2.63M +$659K +3,049 +35%
MBT
1710
Montecito Bank & Trust
California
$2.62M -$32K -148 -1%
JCM
1711
Jacobsen Capital Management
Utah
$2.62M +$384K +1,774 +18%
CH
1712
Canton Hathaway
Rhode Island
$2.62M -$28.5K -132 -1%
GTAM
1713
Global Trust Asset Management
Florida
$2.62M +$497K +2,297 +24%
CWMU
1714
Caliber Wealth Management (Utah)
Utah
$2.61M +$227K +1,049 +10%
TA
1715
Townsend & Associates
Colorado
$2.61M +$302K +1,395 +13%
GKFF
1716
George Kaiser Family Foundation
Oklahoma
$2.6M – – –
IAS
1717
IMA Advisory Services
Colorado
$2.6M +$139K +642 +6%
TA
1718
TFG Advisers
Michigan
$2.58M -$64.7K -299 -3%
DSC
1719
Duncker Streett & Co
Missouri
$2.57M -$162K -749 -6%
CW
1720
CreativeOne Wealth
Kansas
$2.57M +$176K +816 +8%
GRP
1721
Global Retirement Partners
California
$2.57M +$2.74M +12,683 New
VIP
1722
Vantage Investment Partners
Missouri
$2.57M +$420K +1,944 +20%
WA
1723
Winfield Associates
Ohio
$2.57M -$45.6K -211 -2%
ANB
1724
Amarillo National Bank
Texas
$2.56M -$15.6K -72 -0.6%
MAWCM
1725
Mine & Arao Wealth Creation & Management
California
$2.56M -$28.5K -132 -1%
67 68
69
70 71