Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1001
Peloton Wealth Strategists
Indiana
$447K – – –
ETS
1002
ESL Trust Services
New York
$447K – – –
PP
1003
Pingora Partners
Wyoming
$447K – – –
Luther King Capital Management (LKCM)
1004
Luther King Capital Management (LKCM)
Texas
$446K – – –
SSWM
1005
Smith Salley Wealth Management
North Carolina
$444K – – –
FA
1006
Faithward Advisors
Pennsylvania
$441K +$27.3K +260 +7%
WIA
1007
World Investment Advisors
California
$440K -$177K -1,688 -30%
AT
1008
American Trust
Kentucky
$439K +$29.1K +277 +8%
Empower Advisory Group
1009
Empower Advisory Group
Colorado
$439K +$32K +305 +8%
PTC
1010
Philadelphia Trust Company
Pennsylvania
$436K – – –
MA
1011
MONECO Advisors
Connecticut
$436K +$410K +3,903 New
AG
1012
AlTi Global
New York
$436K -$16.1K -153 -4%
ANC
1013
Ames National Corp
Iowa
$434K -$15.8K -150 -4%
BAM
1014
Brave Asset Management
New Jersey
$431K +$189K +1,800 +87%
TFS
1015
Thoroughbred Financial Services
Tennessee
$431K +$31.2K +297 +8%
SIA
1016
Soltis Investment Advisors
Utah
$429K +$403K +3,838 New
EIP
1017
Ellis Investment Partners
Pennsylvania
$428K +$16.9K +161 +4%
KFI
1018
Key Financial Inc
Pennsylvania
$428K – – –
RBI
1019
Raiffeisen Bank International
Austria
$428K -$1.17M -11,175 -74%
CAM
1020
Cidel Asset Management
Ontario, Canada
$427K – – –
LAM
1021
Lewis Asset Management
California
$425K +$15.7K +149 +4%
TPI
1022
Trust Point Inc
Wisconsin
$424K +$399K +3,798 New
BPWM
1023
Badgley Phelps Wealth Managers
Washington
$424K -$1.05K -10 -0.3%
LIM
1024
Letson Investment Management
Georgia
$423K – – –
IF
1025
Intrua Financial
Texas
$421K +$18.9K +180 +5%