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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Cadence Wealth Management
Massachusetts
$367K – – –
HB
1602
HTLF Bank
Colorado
$366K +$9.32K +122 +3%
PFA
1603
Petra Financial Advisors
Colorado
$365K +$16.4K +215 +5%
KFP
1604
Keystone Financial Planning
Ohio
$365K – – –
CCA
1605
Childress Capital Advisors
Texas
$363K +$94.3K +1,235 +37%
JE
1606
JMAC Enterprises
Pennsylvania
$362K -$38.4K -503 -10%
FIB
1607
First Interstate Bank
Montana
$362K -$17.6K -230 -5%
AI
1608
AXS Investments
New York
$362K +$45K +589 +15%
RFG
1609
RFP Financial Group
Georgia
$361K -$26K -340 -7%
HDIM
1610
Hanson & Doremus Investment Management
Vermont
$360K -$57.5K -753 -14%
SFA
1611
Souders Financial Advisors
Ohio
$359K +$11.8K +155 +4%
OP
1612
Oldfield Partners
United Kingdom
$359K – – –
CNBTD
1613
Citizens National Bank Trust Department
Mississippi
$357K +$2.29K +30 +0.7%
CBFP
1614
Cedar Brook Financial Partners
Ohio
$356K -$11.2K -146 -3%
FBC
1615
Fairfield, Bush & Co
Connecticut
$355K -$13.3K -174 -4%
FW
1616
FirstPurpose Wealth
Utah
$355K -$8.94K -117 -2%
CH
1617
Canton Hathaway
Rhode Island
$355K – – –
SOS
1618
Silver Oak Securities
Tennessee
$354K -$98.6K -1,291 -23%
RDWM
1619
Red Door Wealth Management
Tennessee
$354K -$9.01K -118 -3%
EFSCE
1620
Enterprise Financial Services Corp (EFSC)
Missouri
$353K -$68.1K -891 -17%
KLCM
1621
KG&L Capital Management
Louisiana
$350K – – –
JSL
1622
JT Stratford LLC
Georgia
$350K -$2.61M -34,223 -89%
BHB
1623
Bank Hapoalim BM
Israel
$348K -$17.1K -224 -5%
AIM
1624
Aigen Investment Management
New York
$348K -$77.4K -1,013 -19%
FPCG
1625
Forum Private Client Group
Indiana
$347K +$3.67K +48 +1%
63 64
65
66 67