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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1076
1834 Investment Advisors
Wisconsin
$819K +$133K +1,292 +20%
MWM
1077
Mattern Wealth Management
Kansas
$819K +$180K +1,750 +28%
FNBOH
1078
First National Bank of Hutchinson
Kansas
$818K +$1.44K +14 +0.2%
ET
1079
Equitable Trust
Tennessee
$817K – – –
CIC
1080
Crawford Investment Counsel
Georgia
$816K +$490K +4,767 +153%
NFG
1081
Nations Financial Group
Iowa
$815K +$30.7K +299 +4%
PI
1082
PFS Investments
Georgia
$811K +$42.2K +411 +6%
PCM
1083
Penserra Capital Management
California
$811K +$799K +7,774 +11,779%
CW
1084
CreativeOne Wealth
Kansas
$810K -$552K -5,376 -41%
AFG
1085
Allegheny Financial Group
Pennsylvania
$804K -$719 -7 -0.1%
PCM
1086
Pointe Capital Management
Michigan
$804K +$6.17K +60 +0.8%
AFM
1087
Abbot Financial Management
Massachusetts
$803K – – –
DF
1088
Donoghue Forlines
Massachusetts
$801K -$189K -1,844 -19%
AAS
1089
Ameritas Advisory Services
Nebraska
$793K -$90.3K -879 -10%
BBNA
1090
Bremer Bank National Association
Minnesota
$792K -$5.24K -51 -0.7%
AIM
1091
Allen Investment Management
New York
$792K -$5.34K -52 -0.7%
CBTWT
1092
Community Bank & Trust (Waco, Texas)
Texas
$791K -$1.03K -10 -0.1%
CC
1093
Claybrook Capital
Massachusetts
$787K – – –
CAG
1094
Csenge Advisory Group
Florida
$787K -$294K -2,861 -27%
AC
1095
ASB Consultores
Florida
$782K +$47.8K +465 +7%
MMPW
1096
Mitchell McLeod Pugh & Williams
Alabama
$779K -$1.03K -10 -0.1%
BO
1097
Bank OZK
Arkansas
$777K +$12K +117 +2%
BA
1098
Ballew Advisors
Mississippi
$774K – – –
BHWM
1099
Beaird Harris Wealth Management
Texas
$772K -$10.8K -105 -1%
DWP
1100
Daymark Wealth Partners
Ohio
$764K +$428K +4,168 +130%
42 43
44
45 46