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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
2251
Trivant Custom Portfolio Group
California
$173K +$45.3K +212 +47%
MFT
2252
Moisand Fitzgerald Tamayo
Florida
$173K +$73.1K +342 +107%
ZB
2253
Zions Bancorporation
Utah
$172K -$169K -790 -54%
CBT
2254
Central Bank & Trust
Kentucky
$171K -$38.5K -180 -22%
EBA
2255
Eagle Bay Advisors
New York
$169K -$56K -262 -29%
CCMW
2256
Cypress Capital Management (Wyoming)
Wyoming
$168K – – –
GWMIA
2257
Global Wealth Management Investment Advisory
Florida
$167K – – –
FPF
2258
First Pacific Financial
Washington
$167K – – –
CCM
2259
Chilton Capital Management
Texas
$165K -$3.42K -16 -2%
JWM
2260
Janiczek Wealth Management
Colorado
$163K -$59.5K -278 -31%
ODG
2261
O'Dell Group
Ohio
$159K +$130K +610 New
FWM
2262
FSA Wealth Management
Massachusetts
$159K +$130K +609 New
BDS
2263
Banco de Sabadell
Florida
$155K -$64.4K -301 -34%
TC
2264
Truvestments Capital
Florida
$154K +$64.2K +300 +103%
CBT
2265
CoreFirst Bank & Trust
Kansas
$151K – – –
BWP
2266
Baldwin Wealth Partners
Massachusetts
$151K -$10.7K -50 -8%
DMBA
2267
Deseret Mutual Benefit Administrators
Utah
$151K -$60.5K -283 -33%
MLA
2268
MB, Levis & Associates
Pennsylvania
$149K – – –
BWM
2269
BKM Wealth Management
Wisconsin
$149K +$122K +571 New
SGC
2270
Slocum, Gordon & Co
Rhode Island
$149K – – –
BG
2271
Bollard Group
Massachusetts
$148K +$107K +500 +725%
PCWA
2272
Pacific Capital Wealth Advisors
California
$146K +$120K +560 New
CCA
2273
Criterion Capital Advisors
Tennessee
$145K +$119K +557 New
SPWM
2274
Spartan Planning & Wealth Management
North Carolina
$144K +$93.7K +438 +384%
TCA
2275
Trifecta Capital Advisors
Illinois
$143K +$642 +3 +0.6%
89 90
91
92 93