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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1751
TrueWealth Advisors
Alabama
$255K +$13.3K +187 +5%
SFS
1752
Stiles Financial Services
Minnesota
$254K -$34.3K -484 -12%
CIP
1753
Chartwell Investment Partners
Pennsylvania
$254K -$25.8K -364 -9%
FBA
1754
Front Barnett Associates
Illinois
$253K – – –
EFG
1755
Everhart Financial Group
Ohio
$253K +$256K +3,620 New
CBT
1756
CoreFirst Bank & Trust
Kansas
$252K -$142 -2 -0.1%
EWM
1757
Edge Wealth Management
New York
$252K -$6.38K -90 -2%
RWP
1758
Revolve Wealth Partners
New Jersey
$251K -$11.5K -162 -4%
GAM
1759
Grandview Asset Management
Pennsylvania
$251K +$255K +3,602 New
SFM
1760
Signet Financial Management
New Jersey
$251K -$10.6K -149 -4%
OFG
1761
Oxford Financial Group
Indiana
$249K -$118K -1,659 -32%
BFG
1762
Berger Financial Group
Minnesota
$249K +$3.9K +55 +2%
CSB
1763
City State Bank
Iowa
$249K -$1.91K -27 -0.8%
FDDB
1764
Fidelity D&D Bancorp
Pennsylvania
$249K +$253K +3,565 New
JFGIW
1765
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$248K +$35.1K +495 +16%
CBT
1766
Central Bank & Trust
Kentucky
$248K -$23K -325 -8%
CSWG
1767
Cardinal Strategic Wealth Guidance
Kentucky
$247K +$22K +310 +10%
KFS
1768
Kaizen Financial Strategies
California
$246K +$5.17K +73 +2%
DTC
1769
Davidson Trust Company
Washington
$246K – – –
IAG
1770
Investment Advisory Group
Massachusetts
$246K +$2.62K +37 +1%
SFO
1771
Stokes Family Office
Louisiana
$244K -$3.33K -47 -1%
SFG
1772
Sather Financial Group
Texas
$244K – – –
CB
1773
Centennial Bank
Arkansas
$243K +$107K +1,517 +77%
PSFG
1774
Prairie Sky Financial Group
Illinois
$242K – – –
FL
1775
Fort LP
Maryland
$242K +$16.4K +231 +7%
69 70
71
72 73