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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1326
Pin Oak Investment Advisors
Texas
$233K +$14.1K +245 +8%
BDFN
1327
Bond & Devick Financial Network
Minnesota
$232K – – –
CB
1328
CNB Bank
Pennsylvania
$232K – – –
FWM
1329
Focused Wealth Management
New York
$232K – – –
9WM
1330
9258 Wealth Management
Ohio
$232K +$5.77K +100 +3%
CCM
1331
Check Capital Management
California
$231K – – –
NDSI
1332
Newman Dignan & Sheerar Inc
Rhode Island
$231K – – –
LFA
1333
Legacy Financial Advisors
Kentucky
$231K +$197K +3,415 New
BWCS
1334
Beirne Wealth Consulting Services
Connecticut
$229K – – –
PCG
1335
Private Capital Group
Connecticut
$229K +$11.7K +202 +6%
EFSCE
1336
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$38K +658 +24%
MME
1337
Meag Munich Ergo
Germany
$227K – – –
CC
1338
Chicago Capital
Illinois
$226K – – –
FCCM
1339
First City Capital Management
Georgia
$226K +$192K +3,333 New
BIM
1340
Bridgecreek Investment Management
Oklahoma
$225K +$192K +3,325 New
SI
1341
SCP Investment
California
$224K -$147K -2,540 -43%
DDC
1342
DF Dent & Co
Maryland
$224K – – –
FRA
1343
Front Row Advisors
California
$224K – – –
SDWMA
1344
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K +$191K +3,311 New
5L
1345
55I LLC
Massachusetts
$223K +$190K +3,285 New
CIC
1346
Crawford Investment Counsel
Georgia
$223K +$190K +3,285 New
MSFS
1347
Main Street Financial Solutions
Pennsylvania
$223K +$190K +3,290 New
YWP
1348
YorkBridge Wealth Partners
New York
$223K +$190K +3,291 New
FIM
1349
Freedom Investment Management
Connecticut
$221K +$189K +3,268 New
LF
1350
Lee Financial
Texas
$220K +$7.67K +133 +4%
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