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Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
1726
Peoples Bank (Ohio)
Ohio
$372K -$126K -1,508 -23%
IWA
1727
Intercontinental Wealth Advisors
Texas
$372K -$7.04K -84 -2%
SCM
1728
Sterneck Capital Management
Missouri
$372K – – –
WCG
1729
Weaver Consulting Group
California
$371K +$8.39K +100 +2%
GLA
1730
Good Life Advisors
Pennsylvania
$370K +$25.8K +308 +7%
PWMAG
1731
Pinnacle Wealth Management Advisory Group
New Jersey
$370K +$67.4K +804 +19%
EFSCE
1732
Enterprise Financial Services Corp (EFSC)
Missouri
$369K -$8.64K -103 -2%
LA
1733
LexAurum Advisors
Kansas
$368K -$7.88K -94 -2%
UAML
1734
US Asset Management LLC
Pennsylvania
$367K -$2.26K -27 -0.5%
CC
1735
Cadinha & Co
Hawaii
$366K -$428K -5,110 -51%
SXL
1736
Summit X LLC
Missouri
$366K -$5.28K -63 -1%
HIC
1737
Holderness Investments Company
North Carolina
$366K -$569K -6,790 -58%
WI
1738
WrapManager Inc
California
$365K +$145K +1,727 +54%
CCM
1739
Chickasaw Capital Management
Tennessee
$365K – – –
MCCA
1740
Mill Creek Capital Advisors
Pennsylvania
$365K -$125K -1,490 -23%
BWG
1741
Beta Wealth Group
California
$364K +$33.5K +400 +9%
EGA
1742
E&G Advisors
Texas
$364K +$419 +5 +0.1%
SWA
1743
Stratos Wealth Advisors
Ohio
$363K -$64.8K -773 -14%
GSWM
1744
Greenup Street Wealth Management
Michigan
$362K +$408K +4,869 New
NP
1745
NorthRock Partners
Minnesota
$360K -$130K -1,546 -24%
FNBOSM
1746
First National Bank of South Miami
Florida
$358K -$79.7K -951 -16%
KA
1747
Kozak & Associates
Colorado
$358K +$1.01K +12 +0.2%
RIA
1748
Richwood Investment Advisors
Ohio
$358K -$1.84K -22 -0.5%
CWP
1749
Concord Wealth Partners
Virginia
$355K -$7.71K -92 -2%
TC
1750
Trilogy Capital
California
$355K +$72.9K +869 +22%
68 69
70
71 72