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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2476
BankPlus Wealth Management
Mississippi
$612K -$21.5K -290 -4%
CBT
2477
CoreFirst Bank & Trust
Kansas
$612K -$70.9K -956 -11%
ICP
2478
Impact Capital Partners
Colorado
$610K -$9.94K -134 -2%
BWA
2479
Blodgett Wealth Advisors
California
$609K +$148 +2 +0%
FBB
2480
Fulton Breakefield Broenniman
Maryland
$609K -$67.2K -906 -10%
KF
2481
KKM Financial
Illinois
$608K -$5.57K -75 -0.9%
EW
2482
Element Wealth
Mississippi
$607K +$371 +5 +0.1%
WSFG
2483
Wall Street Financial Group
Illinois
$606K +$45.9K +618 +9%
GAM
2484
Gould Asset Management
California
$605K -$33.2K -448 -5%
FPL
2485
Fortress Private Ledger
North Carolina
$605K -$11.4K -154 -2%
PBO
2486
Peoples Bank (Ohio)
Ohio
$605K +$11K +148 +2%
CCAM
2487
Cascades Capital Asset Management
North Carolina
$604K -$7.94K -107 -1%
LGA
2488
Lebenthal Global Advisors
New York
$603K +$17.9K +241 +3%
OA
2489
Oxbow Advisors
Texas
$602K +$11.4K +153 +2%
HTIM
2490
Harbour Trust & Investment Management
Indiana
$602K – – –
CWA
2491
Clearview Wealth Advisors
Oregon
$602K -$40.9K -551 -7%
RB
2492
Renasant Bank
Mississippi
$599K -$4.38K -59 -0.8%
PE
2493
PCM Encore
Colorado
$599K +$577K +7,770 New
4A
2494
4Wealth Advisors
Illinois
$598K +$50.1K +675 +10%
EIP
2495
Ellis Investment Partners
Pennsylvania
$598K +$4.23K +57 +0.7%
SPI
2496
Sutton Place Investors
New York
$597K +$12.4K +167 +2%
PWP
2497
Precedent Wealth Partners
Texas
$597K +$5.94K +80 +1%
BCM
2498
Buckhead Capital Management
Georgia
$596K – – –
MCWS
2499
McKinley Carter Wealth Services
West Virginia
$596K -$594 -8 -0.1%
VCM
2500
Virtue Capital Management
Tennessee
$593K +$245K +3,303 +73%
98 99
100
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