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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1901
Adalta Capital Management
New York
$1.3M – – –
BB
1902
Burford Brothers
Texas
$1.3M +$1.97K +14 +0.2%
GM
1903
GeoWealth Management
Illinois
$1.3M -$99.8K -708 -7%
MAA
1904
Mraz Amerine & Associates
California
$1.3M +$12.7K +90 +1%
CB
1905
CNB Bank
Pennsylvania
$1.3M -$91.8K -651 -7%
MFS
1906
Madrona Financial Services
Washington
$1.29M +$1.27M +9,033 New
BFA
1907
Beacon Financial Advisory
Ohio
$1.29M +$1.08M +7,689 +573%
RWM
1908
RBA Wealth Management
California
$1.29M -$97K -688 -7%
UF
1909
Univest Financial
Pennsylvania
$1.29M -$1.15M -8,161 -48%
AFS
1910
Access Financial Services
Minnesota
$1.29M +$28.2K +200 +2%
SIA
1911
Schear Investment Advisers
Ohio
$1.28M +$61.9K +439 +5%
CCA
1912
Cravens & Co Advisors
Tennessee
$1.28M +$74.4K +528 +6%
SMF
1913
Scott Marsh Financial
Utah
$1.27M +$1.25M +8,902 New
CWP
1914
Core Wealth Partners
California
$1.27M +$71K +504 +6%
LCM
1915
Leisure Capital Management
California
$1.27M +$5.78K +41 +0.5%
RSA
1916
River Street Advisors
Illinois
$1.27M +$48.8K +346 +4%
OP
1917
ORG Partners
Indiana
$1.27M +$37.9K +269 +3%
BAM
1918
BOS Asset Management
Illinois
$1.27M -$34.1K -242 -3%
LB
1919
Legacy Bridge
Iowa
$1.27M – – –
AWMG
1920
ADG Wealth Management Group
Louisiana
$1.27M – – –
CCM
1921
Chiron Capital Management
Florida
$1.27M +$1.25M +8,849 New
RWA
1922
Redhawk Wealth Advisors
Minnesota
$1.27M -$96.7K -686 -7%
CP
1923
Creekside Partners
California
$1.26M – – –
HPBT
1924
Hickory Point Bank & Trust
Illinois
$1.26M +$133K +945 +12%
FWM
1925
Foguth Wealth Management
Michigan
$1.26M +$1.24M +8,801 New
75 76
77
78 79