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Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1676
Good Life Advisors
Pennsylvania
$550K -$36.4K -394 -7%
CSB
1677
City State Bank
Iowa
$550K +$493K +5,332 New
CFS
1678
Capital Financial Services
New York
$547K – – –
MA
1679
MKT Advisors
California
$547K +$482K +5,216 New
NAM
1680
Nexpoint Asset Management
Texas
$547K +$490K +5,300 New
SP
1681
Successful Portfolios
Florida
$542K -$1.11K -12 -0.2%
BFPW
1682
BOK Financial Private Wealth
Colorado
$542K +$22.3K +241 +5%
EHAM
1683
Eagle Harbor Asset Management
Washington
$539K +$483K +5,224 New
EFSCE
1684
Enterprise Financial Services Corp (EFSC)
Missouri
$537K -$209K -2,259 -30%
BMWM
1685
Brown Miller Wealth Management
Virginia
$537K +$3.79K +41 +0.8%
BWP
1686
BSW Wealth Partners
Colorado
$537K +$63.1K +683 +15%
NCM
1687
NCM Capital Management
New Jersey
$537K +$481K +5,208 New
SAM
1688
Summit Asset Management
Tennessee
$536K +$9.24K +100 +2%
AP
1689
Appleton Partners
Massachusetts
$535K +$71.6K +775 +18%
TSWM
1690
Tyler-Stone Wealth Management
Ohio
$535K +$480K +5,191 New
CPSC
1691
Carl P. Sherr & Co
Massachusetts
$534K -$162K -1,748 -25%
CIC
1692
Crawford Investment Counsel
Georgia
$533K -$65.1K -704 -12%
OC
1693
Oakworth Capital
Alabama
$532K +$129K +1,391 +37%
DBT
1694
Dubuque Bank & Trust
Iowa
$531K -$18.5K -200 -4%
NERM
1695
New England Research & Management
Illinois
$531K – – –
GL
1696
Graypoint LLC
New York
$531K +$60K +649 +14%
AAS
1697
Annex Advisory Services
Wisconsin
$528K +$473K +5,122 New
GFP
1698
Gryphon Financial Partners
Ohio
$525K +$9.15K +99 +2%
EGM
1699
Engineers Gate Manager
New York
$524K +$118K +1,272 +33%
WDC
1700
Woodward Diversified Capital
California
$523K +$52K +563 +12%
66 67
68
69 70