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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
3251
The Family Firm
Maryland
$841K – – –
SFG
3252
Sunburst Financial Group
Alabama
$838K -$17.3K -137 -2%
ASBI
3253
American State Bank (Iowa)
Iowa
$837K +$48K +380 +5%
ST
3254
Sentinel Trust
Texas
$836K -$308K -2,440 -25%
GSC
3255
G&S Capital
Colorado
$836K +$23.5K +186 +3%
VAM
3256
Verity Asset Management
North Carolina
$836K +$935K +7,398 New
MIM
3257
MTM Investment Management
South Carolina
$831K +$25.9K +205 +3%
ACH
3258
ArrowMark Colorado Holdings
Colorado
$827K – – –
AWM
3259
Avaii Wealth Management
Wisconsin
$825K +$33K +261 +4%
CPW
3260
Catalyst Private Wealth
California
$824K +$5.06K +40 +0.6%
FG
3261
Foster Group
Iowa
$823K +$205K +1,618 +29%
CFP
3262
Cypress Financial Planning
New Jersey
$821K +$4.42K +35 +0.5%
EP
3263
EPIQ Partners
Minnesota
$821K +$33.1K +262 +4%
BCM
3264
BTR Capital Management
California
$820K +$152K +1,200 +20%
LWMG
3265
Levy Wealth Management Group
Pennsylvania
$820K +$324K +2,560 +54%
CSIA
3266
Carl Stuart Investment Advisor
Texas
$819K – – –
BDF
3267
Black Diamond Financial
Maryland
$818K – – –
TDC
3268
Thompson Davis & Co
Virginia
$817K -$49.3K -390 -5%
CC
3269
Callan Capital
California
$816K -$5.06K -40 -0.6%
GCP
3270
Gill Capital Partners
Colorado
$815K +$864K +6,839 +1,829%
EW
3271
Enzi Wealth
Texas
$813K +$1.02M +8,065 New
BWM
3272
Biltmore Wealth Management
Arizona
$812K +$51.3K +406 +6%
AIM
3273
Axiom Investment Management
New York
$809K +$326K +2,582 +57%
CCA
3274
Clearwater Capital Advisors
Illinois
$809K +$364K +2,880 +67%
WF
3275
Warner Financial
Maryland
$807K – – –
129 130
131
132 133