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Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1651
Castle Rock Wealth Management
California
$216K +$185K +701 New
WTC
1652
WhitTier Trust Company
Nevada
$215K – – –
RBCM
1653
Raub Brock Capital Management
California
$215K +$193K +732 New
SYBT
1654
Stock Yards Bank & Trust
Kentucky
$214K +$192K +728 New
PFPT
1655
Pinnacle Financial Partners (Tennessee)
Tennessee
$214K +$192K +729 New
OPS
1656
Orion Portfolio Solutions
Nebraska
$213K +$31.4K +119 +20%
1SB
1657
1ST Source Bank
Indiana
$213K +$190K +723 New
FNC
1658
First National Corp
Massachusetts
$212K +$170K +645 New
BCA
1659
Bay Colony Advisors
Massachusetts
$212K +$190K +720 New
LDFR
1660
Lehman & Derafelo Financial Resources
Pennsylvania
$212K +$190K +721 New
CA
1661
Continuum Advisory
Idaho
$211K -$258K -980 -57%
LWP
1662
Legacy Wealth Planning
Nevada
$211K +$189K +719 New
BWM
1663
Baystate Wealth Management
Massachusetts
$210K +$106K +402 +129%
SFWA
1664
Summit Financial Wealth Advisors
Louisiana
$210K +$178K +675 New
TWP
1665
Tempus Wealth Planning
California
$210K +$188K +715 New
CWG
1666
Cornerstone Wealth Group
North Carolina
$210K +$189K +716 New
SAM
1667
Strategy Asset Managers
California
$208K -$497K -1,886 -73%
BBNA
1668
Bremer Bank National Association
Minnesota
$208K +$186K +707 New
EM
1669
Excalibur Management
Massachusetts
$206K +$184K +700 New
QC
1670
QCM Cayman
Texas
$206K +$184K +700 New
WSC
1671
Wellington Shields & Co
New York
$206K +$184K +700 New
CWA
1672
Clarus Wealth Advisors
Arizona
$205K -$40K -152 -18%
FC
1673
Forte Capital
New York
$204K +$183K +693 New
GIP
1674
Greatmark Investment Partners
Georgia
$204K +$183K +693 New
PFA
1675
Paradigm Financial Advisors
Missouri
$204K +$183K +694 New
65 66
67
68 69