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Name Holding Trade Value Shares
Change 		Change in
Stake
PBK
1201
Peoples Bank (Kansas)
Kansas
$278K – – –
WFI
1202
West Family Investments
California
$278K +$268K +1,225 New
AWM
1203
Aprio Wealth Management
Georgia
$278K -$68.5K -313 -20%
CCMT
1204
CMT Capital Markets Trading
Germany
$278K +$268K +1,225 New
NRS
1205
Neville Rodie & Shaw
New York
$277K -$182K -830 -40%
CI
1206
Conning Inc
Connecticut
$276K -$13.6K -62 -5%
MWM
1207
Manske Wealth Management
Texas
$276K +$14.5K +66 +6%
MCCP
1208
Mission Creek Capital Partners
California
$276K -$208K -950 -32%
IB
1209
Intrust Bank
Kansas
$275K +$3.72K +17 +1%
BPWM
1210
BCS Private Wealth Management
New Jersey
$275K +$263K +1,200 New
HI
1211
Hendershot Investments
Virginia
$274K – – –
SFC
1212
SYM Financial Corp
Indiana
$274K +$263K +1,203 New
AFW
1213
Avantra Family Wealth
Pennsylvania
$273K +$263K +1,202 New
HR
1214
Hardy Reed
Mississippi
$273K +$4.82K +22 +2%
CWM
1215
Centric Wealth Management
Illinois
$273K – – –
MSAM
1216
Moloney Securities Asset Management
Missouri
$272K -$67.9K -310 -21%
MFG
1217
MidWestOne Financial Group
Iowa
$271K -$219 -1 -0.1%
MWM
1218
Modern Wealth Management
Kansas
$271K -$155K -706 -37%
6F
1219
626 Financial
Michigan
$271K – – –
CFS
1220
CRA Financial Services
New Jersey
$270K +$21.9K +100 +9%
WCM
1221
Weaver Capital Management
Georgia
$270K – – –
TCM
1222
Tufton Capital Management
Maryland
$270K – – –
BFA
1223
Bragg Financial Advisors
North Carolina
$267K -$120K -546 -32%
FFWM
1224
Future Financial Wealth Management
Ohio
$267K – – –
BFC
1225
Bedel Financial Consulting
Indiana
$267K – – –
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