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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
DCBT
951
Dakota Community Bank & Trust
North Dakota
$188K – – –
DWP
952
Destiny Wealth Partners
Florida
$185K +$154K +3,942 New
TFGT
953
TS Financial Group (TSFG)
Illinois
$185K -$15.9K -406 -9%
FHC
954
First Horizon Corporation
Tennessee
$185K -$235 -6 -0.2%
NWS
955
Nvest Wealth Strategies
Ohio
$184K +$274 +7 +0.2%
NRG
956
Nemes Rush Group
Michigan
$179K +$11.9K +305 +9%
TWIM
957
TIAA Wealth Investment Management
New York
$179K +$149K +3,808 New
SL
958
Salomon & Ludwin
Virginia
$178K +$27.1K +693 +22%
AIM
959
Acropolis Investment Management
Missouri
$175K +$146K +3,724 New
FGAM
960
Financial Gravity Asset Management
Texas
$174K -$48.3K -1,234 -25%
CFSG
961
Community Financial Services Group
Vermont
$171K +$145K +3,709 New
CFB
962
Cullen/Frost Bankers
Texas
$170K -$120K -3,067 -46%
FPB
963
First PREMIER Bank
South Dakota
$167K – – –
ACM
964
Anfield Capital Management
California
$164K +$120K +3,062 +701%
CSB
965
City State Bank
Iowa
$162K – – –
AW
966
Avion Wealth
Texas
$158K +$23.3K +595 +21%
KFI
967
Key Financial Inc
Pennsylvania
$158K +$10.7K +273 +9%
TFA
968
Toth Financial Advisory
Virginia
$155K -$78 -2 -0.1%
PFBT
969
Parkside Financial Bank & Trust
Missouri
$154K +$38.8K +991 +43%
CW
970
CrossGen Wealth
North Carolina
$153K +$1.33K +34 +1%
RMC
971
Resources Management Corp
Connecticut
$146K – – –
PS
972
Pinney & Scofield
Massachusetts
$141K – – –
UBP
973
Union Bancaire Privee
Switzerland
$140K – – –
NL
974
NVWM LLC
Pennsylvania
$136K – – –
BFPW
975
BOK Financial Private Wealth
Colorado
$136K +$6.03K +154 +6%
37 38
39
40 41