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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1951
CoreFirst Bank & Trust
Kansas
$629K +$12.8K +268 +2%
LIG
1952
Lokken Investment Group
Delaware
$629K +$26.2K +547 +4%
UBG
1953
United Bank (Georgia)
Georgia
$628K +$151K +3,162 +27%
DL
1954
DOHJ LLC
Washington
$627K -$252K -5,261 -26%
HLOC
1955
H.L. Ormond & Company
North Carolina
$627K -$208K -4,352 -23%
TCMG
1956
TSP Capital Management Group
New Jersey
$625K – – –
LCM
1957
LCM Capital Management
Illinois
$622K -$4.21K -88 -0.6%
CF
1958
Copperwynd Financial
Arizona
$622K -$3.64K -76 -0.5%
CWA
1959
Clearview Wealth Advisors
Oregon
$622K +$29.6K +619 +4%
AI
1960
ArchPoint Investors
Florida
$621K – – –
AWM
1961
Aberdeen Wealth Management
Illinois
$620K -$4.59K -96 -0.7%
BV
1962
Boxwood Ventures
Illinois
$620K – – –
CCG
1963
Coastwise Capital Group
California
$619K +$52K +1,086 +8%
TL
1964
Tradewinds LLC
North Carolina
$617K +$693K +14,478 New
SFCL
1965
Strengthening Families & Communities LLC
Massachusetts
$615K +$35.2K +736 +7%
KF
1966
Krilogy Financial
Missouri
$615K +$128K +2,682 +23%
SLT
1967
St Louis Trust
Missouri
$614K – – –
ADMI
1968
Albert D. Mason Inc
Massachusetts
$614K +$1.92K +40 +0.3%
TWP
1969
Tempus Wealth Planning
California
$612K – – –
CI
1970
CX Institutional
Indiana
$611K -$38.9K -813 -5%
TC
1971
Truvestments Capital
Florida
$608K -$7.71K -161 -1%
TT
1972
TI-Trust
Illinois
$608K +$17K +355 +3%
VEA
1973
Virtus ETF Advisers
New York
$608K +$683K +14,258 New
CL
1974
CSS LLC
Illinois
$605K +$679K +14,186 New
PL
1975
Plancorp LLC
Missouri
$604K -$16.9K -353 -2%
77 78
79
80 81