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Name Holding Trade Value Shares
Change 		Change in
Stake
V
2701
VeraBank
Texas
$365K +$5.91K +20 +2%
LFA
2702
Landmark Financial Advisors
Kentucky
$365K +$23.6K +80 +6%
NC
2703
NBW Capital
Massachusetts
$364K +$391K +1,326 New
FWSM
2704
First Wilshire Securities Management
California
$363K – – –
UCB
2705
United Community Bank
South Carolina
$361K +$36.9K +125 +10%
WPC
2706
White Pine Capital
Minnesota
$361K +$20.1K +68 +5%
CWM
2707
Cranbrook Wealth Management
Michigan
$360K -$14.5K -49 -4%
APG
2708
Abacus Planning Group
South Carolina
$358K -$5.91K -20 -2%
PP
2709
PFS Partners
New Jersey
$357K +$295 +1 +0.1%
SEIA
2710
Signature Estate & Investment Advisors
California
$357K -$59.3K -201 -13%
WCFA
2711
Walkner Condon Financial Advisors
Wisconsin
$357K -$19.5K -66 -5%
PBT
2712
Pictet Bank & Trust
Bahamas
$357K – – –
MAG
2713
Mayfair Advisory Group
Alabama
$357K +$105K +356 +43%
FNBOH
2714
First National Bank of Hutchinson
Kansas
$356K -$141K -477 -27%
AFG
2715
Affinia Financial Group
Massachusetts
$356K +$1.48K +5 +0.4%
BMWM
2716
Brown Miller Wealth Management
Virginia
$355K -$5.31K -18 -1%
AFT
2717
Alpha Family Trust
California
$355K +$382K +1,295 New
SPWG
2718
Sage Private Wealth Group
Illinois
$354K +$55.2K +187 +17%
FMP
2719
Financial Management Professionals
Texas
$353K +$9.74K +33 +3%
BWA
2720
Bordeaux Wealth Advisors
California
$352K -$30.7K -104 -8%
CFD
2721
Creative Financial Designs
Indiana
$351K +$34.8K +118 +10%
SFP
2722
Sterling Financial Planning
New Jersey
$350K -$2.07K -7 -0.5%
FCC
2723
Flower City Capital
New York
$349K – – –
RPCA
2724
Running Point Capital Advisors
California
$349K +$4.13K +14 +1%
MWM
2725
Merriman Wealth Management
Washington
$348K +$4.72K +16 +1%
107 108
109
110 111