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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1601
Cyndeo Wealth Partners
Florida
$205K -$31.2K -499 -13%
FNBOO
1602
First National Bank of Omaha
Nebraska
$205K +$217K +3,475 New
JIC
1603
Joel Isaacson & Co
New York
$205K -$49.7K -795 -19%
RIA
1604
Richwood Investment Advisors
Ohio
$204K -$27K -432 -11%
GIM
1605
Groesbeck Investment Management
New Jersey
$204K +$216K +3,460 New
RG
1606
Renaissance Group
Kentucky
$204K +$11.5K +184 +6%
BRIA
1607
Balanced Rock Investment Advisors
Massachusetts
$203K -$27K -431 -11%
DWM
1608
Defined Wealth Management
Oregon
$203K +$125 +2 +0.1%
LIA
1609
Lynx Investment Advisory
District of Columbia
$203K +$215K +3,437 New
HB
1610
Horizon Bancorp
Indiana
$202K +$29.8K +476 +16%
QPWM
1611
Quadrant Private Wealth Management
Pennsylvania
$201K +$19.9K +318 +10%
PB
1612
Pinnacle Bancorp
Nebraska
$201K -$12.5K -200 -6%
CBT
1613
Central Bank & Trust
Kentucky
$201K – – –
AA
1614
Alta Advisers
United Kingdom
$201K – – –
CSB
1615
City State Bank
Iowa
$200K +$4.32K +69 +2%
CFG
1616
CKW Financial Group
Hawaii
$198K +$68.8K +1,100 +48%
GBT
1617
Grove Bank & Trust
Florida
$193K -$6.88K -110 -3%
WOSD
1618
WFA of San Diego
California
$192K +$203K +3,252 New
1IA
1619
1620 Investment Advisors
Massachusetts
$180K -$38.1K -609 -17%
TWD
1620
True Wealth Design
Ohio
$179K +$9.88K +158 +6%
MA
1621
MCF Advisors
Kentucky
$176K +$42.1K +673 +29%
ITIM
1622
Indiana Trust & Investment Management
Indiana
$175K -$82.6K -1,321 -31%
OA
1623
Operose Advisors
Wisconsin
$165K -$42.8K -685 -20%
PCTC
1624
Perkins Coie Trust Company
Washington
$165K -$2.2M -35,231 -93%
RF
1625
Robbins Farley
New Hampshire
$164K -$18.8K -300 -10%
63 64
65
66 67