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Name Holding Trade Value Shares
Change
Change in
Stake
PBK
2051
Peoples Bank (Kansas)
Kansas
$475K – – –
CBTWT
2052
Community Bank & Trust (Waco, Texas)
Texas
$474K -$15.3K -31 -3%
KSB
2053
Kennebec Savings Bank
Maine
$473K +$10.9K +22 +2%
BMA
2054
Brooks Moore & Associates
Tennessee
$472K +$525K +1,061 New
RCM
2055
Raleigh Capital Management
North Carolina
$471K +$111K +224 +27%
BDFN
2056
Bond & Devick Financial Network
Minnesota
$470K – – –
IFG Advisory
2057
IFG Advisory
Georgia
$470K +$523K +1,057 New
RWMG
2058
Redwood Wealth Management Group
New Jersey
$470K +$106K +215 +26%
JWA
2059
JFS Wealth Advisors
Pennsylvania
$470K -$495 -1 -0.1%
ECAM
2060
East Coast Asset Management
Massachusetts
$468K -$62.4K -126 -11%
AMCA
2061
Arthur M. Cohen & Associates
Illinois
$467K – – –
MJP
2062
Michael J. Puzo
$467K -$7.92K -16 -1%
AWM
2063
Aprio Wealth Management
Georgia
$466K -$22.3K -45 -4%
TIM
2064
Tevis Investment Management
Texas
$466K -$3.47K -7 -0.7%
DFA
2065
Delta Financial Advisors
Louisiana
$463K -$317K -640 -38%
BCA
2066
Bay Colony Advisors
Massachusetts
$463K -$173K -350 -25%
AFG
2067
Allegheny Financial Group
Pennsylvania
$463K -$7.92K -16 -2%
OFS
2068
OneAscent Financial Services
Alabama
$460K +$103K +209 +25%
AZ
2069
Alpha Zero
Florida
$460K +$512K +1,034 New
BFIC
2070
Bedell Frazier Investment Counselling
California
$459K -$1.49K -3 -0.3%
GSEP
2071
Golden State Equity Partners
California
$459K +$137K +276 +36%
DOA
2072
D'Orazio & Associates
Virginia
$459K -$65.9K -133 -11%
BIA
2073
Bigelow Investment Advisors
Maine
$459K -$51K -103 -9%
CAC
2074
Certified Advisory Corp
Florida
$458K – – –
SB
2075
Sunflower Bank
Texas
$455K +$66.3K +134 +15%