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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1576
Regent Peak Wealth Advisors
Georgia
$217K -$31K -496 -12%
GFG
1577
Goldstone Financial Group
Illinois
$216K +$229K +3,665 New
EFSCE
1578
Enterprise Financial Services Corp (EFSC)
Missouri
$216K -$48.1K -769 -17%
NCTC
1579
New Covenant Trust Company
Indiana
$215K +$36.7K +586 +19%
WP
1580
Westmount Partners
California
$215K +$1.81K +29 +0.8%
AFA
1581
AA Financial Advisors
Ohio
$215K -$16.3K -261 -7%
WCM
1582
WealthBridge Capital Management
Ohio
$214K -$8.26K -132 -4%
KA
1583
KLCM Advisors
Wisconsin
$213K -$69.4K -1,109 -23%
D
1584
Diversified
Delaware
$212K +$225K +3,592 New
CFSG
1585
Community Financial Services Group
Vermont
$211K +$29.9K +478 +15%
OFG
1586
Oxford Financial Group
Indiana
$211K +$17.3K +277 +8%
CA
1587
CGN Advisors
Kansas
$211K -$1.56M -24,874 -87%
WKSWA
1588
White Knight Strategic Wealth Advisors
New Jersey
$211K +$223K +3,570 New
OHIS
1589
Oak Harvest Investment Services
Texas
$210K -$313 -5 -0.1%
AF
1590
Apexium Financial
Texas
$210K -$40.3K -644 -15%
FPWM
1591
FSB Premier Wealth Management
Iowa
$210K +$222K +3,556 New
EIA
1592
Edgemoor Investment Advisors
Maryland
$209K -$14.6M -233,475 -99%
GPWA
1593
Great Point Wealth Advisors
Massachusetts
$209K – – –
PCG
1594
Prosperity Consulting Group
Maryland
$209K -$49.9K -797 -18%
SW
1595
SkyOak Wealth
Michigan
$208K -$10.4K -167 -5%
IDBONY
1596
Israel Discount Bank of New York
New York
$208K -$72K -1,151 -25%
FNBSF
1597
First National Bank Sioux Falls
South Dakota
$208K – – –
AHL
1598
Abel Hall LLC
Louisiana
$208K +$7.44K +119 +4%
HCA
1599
Heck Capital Advisors
Wisconsin
$207K -$188 -3 -0.1%
DDC
1600
DF Dent & Co
Maryland
$205K -$46.2K -738 -18%
62 63
64
65 66