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Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
1926
Horst & Graben Wealth Management
Oregon
$912K +$6.4K +104 +0.7%
AFW
1927
Avantra Family Wealth
Pennsylvania
$910K +$31.6K +513 +4%
PA
1928
Promethium Advisors
Maryland
$908K -$30.5K -495 -3%
MIM
1929
MTM Investment Management
South Carolina
$907K -$51.5K -836 -5%
AWS
1930
Aspen Wealth Strategies
Colorado
$906K -$15.9K -259 -2%
IP
1931
Investment Partners
Ohio
$903K -$46.7K -759 -5%
JWS
1932
Juncture Wealth Strategies
Arizona
$903K +$5.73K +93 +0.6%
ANC
1933
Ames National Corp
Iowa
$902K – – –
DTC
1934
Davidson Trust Company
Washington
$900K -$28.4K -461 -3%
RIG
1935
Renaissance Investment Group
Massachusetts
$900K -$9.67K -157 -1%
FFO
1936
Fiduciary Family Office
Florida
$899K +$896K +14,561 New
FWA
1937
FSM Wealth Advisors
Ohio
$898K +$55.3K +899 +7%
FPB
1938
First PREMIER Bank
South Dakota
$898K -$23.6K -384 -3%
BV
1939
Boxwood Ventures
Illinois
$897K – – –
FHC
1940
Forest Hill Capital
Arkansas
$897K – – –
BFG
1941
Berger Financial Group
Minnesota
$894K -$72.2K -1,173 -7%
CWP
1942
Concord Wealth Partners
Virginia
$893K +$720K +11,691 +419%
SA
1943
Sylvest Advisors
Texas
$893K -$91.3K -1,483 -9%
AWAU
1944
Alliance Wealth Advisors (Utah)
Utah
$892K -$94.3K -1,531 -10%
MF
1945
Meridian Financial
Massachusetts
$892K -$9.23K -150 -1%
PWM
1946
Paulson Wealth Management
Illinois
$892K -$43.6K -708 -5%
TLCM
1947
Twin Lakes Capital Management
California
$891K -$12.8K -208 -1%
FFA
1948
Fragasso Financial Advisors
Pennsylvania
$889K -$35.8K -582 -4%
EWM
1949
Evermay Wealth Management
Virginia
$887K -$108K -1,761 -11%
CWP
1950
Cyndeo Wealth Partners
Florida
$885K -$23K -373 -3%
76 77
78
79 80