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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
2051
JNBA Financial Advisors
Minnesota
$161K -$7.31K -184 -5%
WPWM
2052
Western Pacific Wealth Management
Illinois
$156K – – –
VCM
2053
Vigilant Capital Management
Maine
$155K +$7.94K +200 +6%
CFG
2054
CKW Financial Group
Hawaii
$154K – – –
CSWM
2055
Cassady Schiller Wealth Management
Ohio
$154K +$16K +402 +12%
ICM
2056
Intrepid Capital Management
Florida
$152K +$145K +3,662 New
OP
2057
ORG Partners
Indiana
$149K +$141K +3,557 New
RFA
2058
Register Financial Advisors
Georgia
$148K -$39.1K -985 -22%
KA
2059
Kozak & Associates
Colorado
$144K +$596 +15 +0.4%
CFD
2060
Creative Financial Designs
Indiana
$143K +$11.3K +285 +9%
AA
2061
Addison Advisors
Vermont
$141K – – –
CBT
2062
CoreFirst Bank & Trust
Kansas
$140K -$44.7K -1,125 -25%
IAS
2063
IMA Advisory Services
Colorado
$139K – – –
ME
2064
McIlrath & Eck
Washington
$139K -$9.49K -239 -7%
AF
2065
Arrow Financial
New York
$135K – – –
CP
2066
Castleview Partners
Texas
$133K +$4.33K +109 +4%
LOIP
2067
Live Oak Investment Partners
Texas
$133K – – –
GFL
2068
Granite FO LLC
New Hampshire
$131K -$159K -4,000 -56%
PP
2069
PFS Partners
New Jersey
$126K -$3.61K -91 -3%
HI
2070
Hoey Investments
Pennsylvania
$125K – – –
IPW
2071
Impact Partnership Wealth
Georgia
$124K +$119K +2,992 New
CHC
2072
City Holding Co
West Virginia
$122K +$7.55K +190 +7%
HB
2073
Horizon Bancorp
Indiana
$117K +$112K +2,810 New
PMFA
2074
Plante Moran Financial Advisors
Michigan
$117K -$36.9K -930 -25%
LCM
2075
Logan Capital Management
Pennsylvania
$114K -$500K -12,600 -82%
81 82
83
84 85