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Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1026
Peoples Financial Services Corp
Pennsylvania
$426K -$12.5K -225 -3%
AFG
1027
American Financial Group
Ohio
$426K – – –
CCT
1028
Chemung Canal Trust
New York
$426K – – –
FFBTD
1029
First Financial Bank - Trust Division
Ohio
$426K – – –
MCM
1030
Marathon Capital Management
Maryland
$426K +$78K +1,400 +25%
MWM
1031
Mission Wealth Management
California
$426K +$103K +1,843 +36%
WMA
1032
Wealth Management Associates
New Jersey
$426K +$97.6K +1,752 +33%
AWE
1033
Avidian Wealth Enterprises
Texas
$424K -$92.6K -1,661 -19%
VC
1034
Veracity Capital
Georgia
$424K +$391K +7,023 New
LIM
1035
Leavell Investment Management
Alabama
$422K – – –
ACM
1036
Alta Capital Management
Utah
$420K +$385K +6,910 New
LB
1037
Legacy Bridge
Iowa
$417K +$90.6K +1,625 +31%
CG
1038
Caprock Group
Idaho
$417K +$92.9K +1,667 +32%
LIA
1039
LS Investment Advisors
Michigan
$416K -$973K -17,463 -72%
CWS
1040
Cypress Wealth Services
California
$416K +$111K +1,988 +41%
SS
1041
Simplicity Solutions
Minnesota
$415K +$88.8K +1,593 +31%
CBTWT
1042
Community Bank & Trust (Waco, Texas)
Texas
$414K -$2.79K -50 -0.7%
ODG
1043
O'Dell Group
Ohio
$414K +$446 +8 +0.1%
RT
1044
Rockland Trust
Massachusetts
$414K +$41K +736 +12%
BA
1045
Ballew Advisors
Mississippi
$410K -$385K -6,902 -50%
EWM
1046
EPG Wealth Management
Georgia
$410K +$25K +448 +7%
RB
1047
Rodgers Brothers
Pennsylvania
$409K -$75.2K -1,350 -17%
AWA
1048
Arkadios Wealth Advisors
Georgia
$409K +$13K +233 +4%
FF
1049
FourThought Financial
Florida
$407K -$189K -3,392 -34%
MCM
1050
Monument Capital Management
Virginia
$406K -$105K -1,884 -22%
40 41
42
43 44