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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1601
Crews Bank & Trust
Florida
$219K -$4.38K -200 -2%
SHFA
1602
SS&H Financial Advisors
Michigan
$219K +$211K +9,655 New
SFI
1603
SPC Financial Inc
Maryland
$219K -$58.8K -2,685 -22%
KCPG
1604
Kavar Capital Partners Group
Kansas
$218K +$210K +9,608 New
LIA
1605
LBMC Investment Advisors
Tennessee
$218K +$210K +9,604 New
FBFS
1606
First Business Financial Services
Wisconsin
$218K +$210K +9,601 New
AWA
1607
Arete Wealth Advisors
Illinois
$218K +$210K +9,609 New
WA
1608
Wealth Alliance
New York
$218K +$210K +9,595 New
TWM
1609
Thrive Wealth Management
Pennsylvania
$217K +$210K +9,577 New
SEIA
1610
Signature Estate & Investment Advisors
California
$217K +$209K +9,552 New
AG
1611
Ascent Group
Virginia
$217K +$209K +9,537 New
CIG
1612
Cullen Investment Group
Louisiana
$216K -$19.4K -888 -9%
MLL
1613
Moody Lynn & Lieberson
Massachusetts
$215K +$207K +9,479 New
OC
1614
Oakworth Capital
Alabama
$215K -$17.1K -783 -8%
BMC
1615
Benin Management Corp
Connecticut
$215K +$207K +9,459 New
PIMG
1616
Patriot Investment Management Group
Tennessee
$215K -$28K -1,280 -12%
IWN
1617
Independent Wealth Network
Iowa
$214K +$207K +9,437 New
UF
1618
Univest Financial
Pennsylvania
$214K +$206K +9,429 New
FWP
1619
Falcon Wealth Planning
California
$214K -$23K -1,049 -10%
AWA
1620
AmeriServ Wealth Advisors
Pennsylvania
$213K +$206K +9,395 New
WCG
1621
Weaver Consulting Group
California
$213K +$205K +9,374 New
TIM
1622
Thompson Investment Management
Wisconsin
$213K – – –
GCIA
1623
Gabelli & Co Investment Advisers
New York
$212K +$205K +9,350 New
CA
1624
Claro Advisors
Massachusetts
$212K -$79.9K -3,650 -28%
TFG
1625
Taylor Financial Group
Virginia
$211K -$155K -7,075 -43%
63 64
65
66 67