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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2601
City State Bank
Iowa
$510K -$6.43K -20 -1%
BFPW
2602
BOK Financial Private Wealth
Colorado
$510K -$27K -84 -5%
ICP
2603
Interchange Capital Partners
Pennsylvania
$509K -$180K -561 -25%
HS
2604
Horan Securities
United States
$509K +$965 +3 +0.2%
MPW
2605
Monterey Private Wealth
California
$507K +$5.47K +17 +1%
WFG
2606
Wills Financial Group
Virginia
$505K -$18.3K -57 -3%
PCH
2607
PGIM Custom Harvest
New Jersey
$503K +$69.5K +216 +15%
MC
2608
Matisse Capital
Oregon
$503K – – –
SCA
2609
Sippican Capital Advisors
Massachusetts
$502K +$3.22K +10 +0.6%
DIA
2610
Davidson Investment Advisors
Montana
$502K +$209K +650 +64%
SA
2611
Scarborough Advisors
Maryland
$501K +$207K +644 +63%
CCMI
2612
Creative Capital Management Investments
California
$501K – – –
TFF
2613
The Family Firm
Maryland
$500K +$2.57K +8 +0.5%
CWM
2614
Campbell Wealth Management
Virginia
$500K +$52.4K +163 +11%
MS
2615
Madden Securities
Texas
$499K +$16.1K +50 +3%
CF
2616
Clarity Financial
Texas
$499K -$4.18K -13 -0.8%
LJHT
2617
Laurie J. Hall Trustee
$498K -$45.3K -141 -8%
CC
2618
Cipher Capital
New York
$498K +$248K +770 +88%
FFA
2619
Fi3 Financial Advisors
Indiana
$497K +$64K +199 +14%
AAM
2620
Austin Asset Management
Texas
$493K +$19.3K +60 +4%
CPA
2621
Cardiff Park Advisors
California
$493K -$8.04K -25 -2%
XT
2622
XTX Topco
Cayman Islands
$492K +$523K +1,627 New
TCM
2623
Tufton Capital Management
Maryland
$491K +$96.5K +300 +23%
CIS
2624
Connors Investor Services
Pennsylvania
$491K – – –
PWA
2625
Primoris Wealth Advisors
Florida
$489K +$643 +2 +0.1%
103 104
105
106 107