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Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
1851
Atlas Private Wealth Management
New York
$375K -$482 -5 -0.1%
LFA
1852
Legacy Financial Advisors
Kentucky
$375K -$1.35K -14 -0.3%
LRPA
1853
L. Roy Papp & Associates
Arizona
$374K -$7.72K -80 -2%
IUHSA
1854
Itau Unibanco Holding S.A.
Brazil
$374K +$387K +4,006 New
CSB
1855
City State Bank
Iowa
$373K -$106K -1,100 -22%
AAMC
1856
Asset Allocation & Management Company
Illinois
$373K – – –
OC
1857
Oakworth Capital
Alabama
$373K -$5.5K -57 -1%
SFG
1858
SevenBridge Financial Group
Pennsylvania
$373K +$9.65K +100 +3%
FC
1859
Fulcrum Capital
Washington
$373K – – –
LFA
1860
Landmark Financial Advisors
Kentucky
$372K +$15K +155 +4%
WG
1861
Welch Group
Alabama
$371K -$49K -508 -11%
GSIAS
1862
Garden State Investment Advisory Services
New Jersey
$370K +$383K +3,970 New
VAM
1863
Verity Asset Management
North Carolina
$368K +$167K +1,731 +78%
AMIM
1864
Aull & Monroe Investment Management
Alabama
$368K – – –
WA
1865
Waverly Advisors
Alabama
$367K -$5.4K -56 -1%
IAA
1866
Independent Advisor Alliance
North Carolina
$367K -$135K -1,395 -2%
ECG
1867
Edge Capital Group
Georgia
$365K -$96 -1 -0%
EHAM
1868
Eagle Harbor Asset Management
Washington
$365K -$28.9K -300 -7%
TC
1869
Trilogy Capital
California
$364K +$51.7K +536 +16%
LIA
1870
LBMC Investment Advisors
Tennessee
$363K -$21.2K -220 -5%
CBT
1871
Central Bank & Trust
Kentucky
$363K -$6.18K -64 -2%
BOS
1872
Bank of Stockton
California
$363K – – –
TTWM
1873
TCV Trust & Wealth Management
Virginia
$362K +$375K +3,888 New
NLP
1874
Next Level Private
New York
$359K – – –
BFA
1875
Beaumont Financial Advisors
Massachusetts
$358K -$19.5K -202 -5%
73 74
75
76 77