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Name Holding Trade Value Shares
Change 		Change in
Stake
NBT
2326
Northwest Bank & Trust
Iowa
$931K +$17.4K +51 +2%
BIA
2327
Benchmark Investment Advisors
Illinois
$931K +$20.8K +61 +2%
AA
2328
Alta Advisers
United Kingdom
$929K – – –
ST
2329
Sentinel Trust
Texas
$929K – – –
CWA
2330
Consilium Wealth Advisory
Texas
$928K +$2.73K +8 +0.3%
PG
2331
Patten Group
Tennessee
$928K +$682 +2 +0.1%
HNB
2332
Hilltop National Bank
Wyoming
$925K +$14.3K +42 +2%
HR
2333
Howe & Rusling
New York
$923K -$48.4K -142 -5%
AGWCA
2334
Annis Gardner Whiting Capital Advisors
Florida
$918K -$2.73K -8 -0.3%
SHFA
2335
SC&H Financial Advisors
Maryland
$917K – – –
CFS
2336
Coordinated Financial Services
Colorado
$917K +$3.75K +11 +0.4%
FPWM
2337
FSB Premier Wealth Management
Iowa
$916K -$24.2K -71 -3%
BB
2338
Burford Brothers
Texas
$916K -$529K -1,552 -37%
PIA
2339
Pinion Investment Advisors
Kansas
$914K -$70.3K -206 -7%
LAIC
2340
Lederer & Associates Investment Counsel
California
$912K -$81.9K -240 -8%
C
2341
CEDRUS
Colorado
$912K +$18.1K +53 +2%
EI
2342
Ellevest Inc
New York
$911K +$40.3K +118 +5%
HS
2343
Horan Securities
United States
$911K +$5.12K +15 +0.6%
BCM
2344
Birmingham Capital Management
Alabama
$910K +$6.48K +19 +0.7%
TBNY
2345
Trustco Bank (New York)
New York
$909K +$273K +800 +43%
DWG
2346
Darden Wealth Group
Michigan
$908K -$6.82K -20 -0.8%
FDS
2347
Freedom Day Solutions
Texas
$908K -$30.7K -90 -3%
FFO
2348
Fortitude Family Office
Arizona
$907K +$95.9K +281 +12%
RWP
2349
Ridgecrest Wealth Partners
California
$907K +$341 +1 +0%
PPWP
2350
Proquility Private Wealth Partners
Nevada
$906K +$15K +44 +2%
92 93
94
95 96