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Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
2476
First Interstate Bank
Montana
$330K -$35.2K -165 -9%
NCTC
2477
New Covenant Trust Company
Indiana
$329K +$44.2K +207 +15%
AT
2478
American Trust
Kentucky
$327K -$7.69K -36 -2%
CIS
2479
Continental Investors Services
Washington
$327K +$152K +712 New
PCP
2480
Perbak Capital Partners
United Kingdom
$326K +$53.2K +249 +18%
FWA
2481
Fulcrum Wealth Advisors
Washington
$325K -$10.7K -50 -3%
LPFG
2482
Landing Point Financial Group
Ohio
$325K -$15.4K -72 -4%
RFG
2483
REAP Financial Group
Texas
$325K – – –
RSF
2484
Rik Saylor Financial
Ohio
$324K -$4.27K -20 -1%
BG
2485
Bollard Group
Massachusetts
$324K – – –
3F
2486
360 Financial
Minnesota
$323K – – –
RTC
2487
Real Talk Capital
Tennessee
$323K +$339K +1,589 New
CCM
2488
Cinctive Capital Management
New York
$323K +$339K +1,588 New
VIM
2489
VELA Investment Management
Ohio
$322K -$110K -515 -25%
I
2490
INVST
Indiana
$322K +$14.7K +69 +5%
NC
2491
NewSquare Capital
Pennsylvania
$321K +$83.9K +393 +33%
PP
2492
Patron Partners
Texas
$321K +$337K +1,577 New
GFG
2493
Greystone Financial Group
Michigan
$321K -$221K -1,037 -40%
WCFA
2494
Walkner Condon Financial Advisors
Wisconsin
$321K +$78.8K +369 +31%
CAG
2495
Centerpoint Advisory Group
Kansas
$320K – – –
HFS
2496
Howard Financial Services
Texas
$319K +$24.3K +114 +8%
NWWA
2497
New Wave Wealth Advisors
Arkansas
$319K +$105K +491 +46%
CP
2498
Clarendon Private
Massachusetts
$319K +$334K +1,566 New
BW
2499
Blalock Williams
Alabama
$318K +$31.4K +147 +10%
NB
2500
NBT Bank
New York
$318K -$65.1K -305 -16%
98 99
100
101 102