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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1301
SlateStone Wealth
Florida
$532K +$10.6K +65 +2%
ISWM
1302
Independent Solutions Wealth Management
New York
$530K +$49.7K +304 +12%
PCA
1303
Pallas Capital Advisors
Massachusetts
$528K +$14.1K +86 +3%
WDG
1304
Wealth Dimensions Group
Ohio
$528K +$26.3K +161 +6%
EFSCE
1305
Enterprise Financial Services Corp (EFSC)
Missouri
$528K +$5.56K +34 +1%
HPC
1306
HM Payson & Co
Maine
$527K +$10.6K +65 +2%
SFWA
1307
Summit Financial Wealth Advisors
Louisiana
$526K -$164K -1,000 -27%
AFA
1308
American Financial Advisors
Georgia
$525K – – –
CCB
1309
Country Club Bank
Missouri
$523K -$1.47K -9 -0.3%
CAG
1310
Csenge Advisory Group
Florida
$523K +$13.1K +80 +3%
WP
1311
Westmount Partners
California
$522K +$448K +2,740 New
JIC
1312
Joel Isaacson & Co
New York
$519K – – –
SXL
1313
Summit X LLC
Missouri
$519K -$1.45M -8,879 -70%
PCS
1314
Personal CFO Solutions
New Jersey
$516K -$11.7M -71,378 -96%
TFF
1315
The Family Firm
Maryland
$511K – – –
MPWT
1316
MassMutual Private Wealth & Trust
Connecticut
$509K +$19.6K +120 +5%
ACM
1317
Advisors Capital Management
New Jersey
$508K -$3.6K -22 -0.8%
CFD
1318
Creative Financial Designs
Indiana
$507K -$44.2K -270 -9%
FIB
1319
First Interstate Bank
Montana
$507K -$25K -153 -5%
OIA
1320
Optimum Investment Advisors
Illinois
$506K -$49.1K -300 -10%
LWM
1321
Lodestone Wealth Management
Washington
$505K +$434K +2,653 New
PTB
1322
Pioneer Trust Bank
Oregon
$504K -$91.6K -560 -17%
BFIC
1323
Bedell Frazier Investment Counselling
California
$503K +$29.4K +180 +7%
JMFC
1324
J.M. Forbes & Co
Massachusetts
$502K -$818 -5 -0.2%
FCCM
1325
First City Capital Management
Georgia
$501K -$56.4K -345 -12%
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