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Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
1926
Avantra Family Wealth
Pennsylvania
$910K +$31.6K +513 +4%
PA
1927
Promethium Advisors
Maryland
$908K -$30.5K -495 -3%
MIM
1928
MTM Investment Management
South Carolina
$907K -$51.5K -836 -5%
AWS
1929
Aspen Wealth Strategies
Colorado
$906K -$15.9K -259 -2%
IP
1930
Investment Partners
Ohio
$903K -$46.7K -759 -5%
JWS
1931
Juncture Wealth Strategies
Arizona
$903K +$5.73K +93 +0.6%
ANC
1932
Ames National Corp
Iowa
$902K – – –
DTC
1933
Davidson Trust Company
Washington
$900K -$28.4K -461 -3%
RIG
1934
Renaissance Investment Group
Massachusetts
$900K -$9.67K -157 -1%
FFO
1935
Fiduciary Family Office
Florida
$899K +$896K +14,561 New
FWA
1936
FSM Wealth Advisors
Ohio
$898K +$55.3K +899 +7%
FPB
1937
First PREMIER Bank
South Dakota
$898K -$23.6K -384 -3%
BV
1938
Boxwood Ventures
Illinois
$897K – – –
FHC
1939
Forest Hill Capital
Arkansas
$897K – – –
BFG
1940
Berger Financial Group
Minnesota
$894K -$72.2K -1,173 -7%
CWP
1941
Concord Wealth Partners
Virginia
$893K +$720K +11,691 +419%
SA
1942
Sylvest Advisors
Texas
$893K -$91.3K -1,483 -9%
AWAU
1943
Alliance Wealth Advisors (Utah)
Utah
$892K -$94.3K -1,531 -10%
MF
1944
Meridian Financial
Massachusetts
$892K -$9.23K -150 -1%
PWM
1945
Paulson Wealth Management
Illinois
$892K -$43.6K -708 -5%
TLCM
1946
Twin Lakes Capital Management
California
$891K -$12.8K -208 -1%
FFA
1947
Fragasso Financial Advisors
Pennsylvania
$889K -$35.8K -582 -4%
EWM
1948
Evermay Wealth Management
Virginia
$887K -$108K -1,761 -11%
CWP
1949
Cyndeo Wealth Partners
Florida
$885K -$23K -373 -3%
AWM
1950
Aberdeen Wealth Management
Illinois
$885K +$123 +2 +0%
76 77
78
79 80