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Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
826
Compagnie Lombard Odier SCmA
Switzerland
$239K – – –
PWP
827
Phillips Wealth Planners
Mississippi
$239K -$7.18K -196 -3%
UCB
828
United Community Bank
South Carolina
$238K +$246K +6,719 New
FAM
829
Formidable Asset Management
Ohio
$236K +$244K +6,676 New
IA
830
IFG Advisors
Missouri
$235K – – –
SF
831
Slagle Financial
Illinois
$235K +$201K +5,478 +70%
SI
832
SCP Investment
California
$235K +$249K +6,800 New
JWM
833
Janiczek Wealth Management
Colorado
$235K -$1.87K -51 -0.8%
CCFCSB
834
Cape Cod Five Cents Savings Bank
Massachusetts
$235K -$529K -14,437 -69%
SIS
835
Sound Income Strategies
Florida
$234K +$154K +4,192 +174%
SFG
836
SevenBridge Financial Group
Pennsylvania
$233K -$7.51K -205 -3%
TIA
837
Traphagen Investment Advisors
New Jersey
$233K -$1.5K -41 -0.6%
OFS
838
OneAscent Financial Services
Alabama
$233K +$241K +6,593 New
CCM
839
Cohen Capital Management
California
$232K – – –
GRQ
840
Gardner Russo & Quinn
Pennsylvania
$232K -$8.35K -228 -3%
WP
841
WealthShield Partners
North Carolina
$232K +$3.48K +95 +1%
FFP
842
FourThought Financial Partners
Florida
$231K -$1.21K -33 -0.5%
BCCM
843
Bridge Creek Capital Management
Massachusetts
$230K – – –
GSB
844
Greenfield Savings Bank
Massachusetts
$229K +$2.67K +73 +1%
AWS
845
Arkfeld Wealth Strategies
Nebraska
$228K +$2.53K +69 +1%
WPC
846
Wedmont Private Capital
Pennsylvania
$228K +$236K +6,439 New
CFG
847
Citizens Financial Group
Rhode Island
$227K – – –
GBT
848
Grove Bank & Trust
Florida
$227K -$10.2K -279 -4%
BBHC
849
Brown Brothers Harriman & Co
New York
$227K -$63.8K -1,742 -21%
MPCA
850
Madison Park Capital Advisors
Washington
$226K +$234K +6,385 New
32 33
34
35 36