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Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
1501
Baker Boyer National Bank
Washington
$420K +$441K +2,088 New
SVCP
1502
Silicon Valley Capital Partners
California
$419K – – –
SCG
1503
Sonata Capital Group
Washington
$418K -$10.6K -50 -2%
FCFC
1504
First Commonwealth Financial Corp
Pennsylvania
$418K – – –
PWPS
1505
Pinnacle Wealth Planning Services
Ohio
$416K -$47.5K -225 -10%
AUB
1506
Atlantic Union Bankshares
Virginia
$416K -$42.3K -200 -9%
SP
1507
Successful Portfolios
Florida
$416K -$4.86K -23 -1%
HPWM
1508
Highland Private Wealth Management
Washington
$413K +$7.18K +34 +2%
YIA
1509
YHB Investment Advisors
Connecticut
$412K -$94.9K -449 -18%
GFS
1510
GYL Financial Synergies
Connecticut
$411K +$16.5K +78 +4%
PA
1511
PSI Advisors
Florida
$410K -$81.3K -385 -16%
BMC
1512
Benin Management Corp
Connecticut
$410K -$42.3K -200 -9%
IWP
1513
Icon Wealth Partners
Texas
$410K +$94.7K +448 +28%
AIA
1514
Armor Investment Advisors
North Carolina
$410K +$200K +947 +87%
MM
1515
MQS Management
New York
$410K +$431K +2,038 New
CSB
1516
City State Bank
Iowa
$409K +$430K +2,034 New
MMG
1517
Monetary Management Group
Missouri
$408K -$42.3K -200 -9%
FI
1518
Financial Insights
Washington
$407K -$42.3K -200 -9%
HR
1519
Howe & Rusling
New York
$407K – – –
BCA
1520
Bay Colony Advisors
Massachusetts
$406K -$73.9K -350 -15%
LFA
1521
Lauterbach Financial Advisors
Texas
$405K +$425K +2,010 New
CMS
1522
Capital Market Strategies
Florida
$405K +$426K +2,014 New
POIA
1523
Pin Oak Investment Advisors
Texas
$404K -$845 -4 -0.2%
PHAM
1524
Palisades Hudson Asset Management
Florida
$404K – – –
BCCM
1525
Bridge Creek Capital Management
Massachusetts
$404K +$16.9K +80 +4%
59 60
61
62 63