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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1901
HHM Wealth Advisors
Tennessee
$228K – – –
EFP
1902
Elser Financial Planning
Indiana
$227K +$1.47K +39 +0.6%
NCTC
1903
New Covenant Trust Company
Indiana
$227K +$218K +5,775 New
SEA
1904
Stegent Equity Advisors
Texas
$227K +$233K +6,161 New
LP
1905
LGL Partners
Pennsylvania
$227K – – –
PFGIA
1906
Patriot Financial Group Insurance Agency
Massachusetts
$227K -$723K -19,160 -76%
DE
1907
DV Equities
Illinois
$227K +$232K +6,142 New
JE
1908
JMAC Enterprises
Pennsylvania
$227K – – –
EFSCE
1909
Enterprise Financial Services Corp (EFSC)
Missouri
$227K +$232K +6,141 New
GFPC
1910
Global Financial Private Client
Florida
$226K -$10.9K -289 -5%
WPA
1911
Wealth Preservation Advisors
Tennessee
$226K – – –
GD
1912
Grandfield & Dodd
New York
$225K -$3.78K -100 -2%
GSIAS
1913
Garden State Investment Advisory Services
New Jersey
$225K -$17.5K -463 -7%
CWA
1914
Centerline Wealth Advisors
Kentucky
$225K -$1.89K -50 -0.8%
SSW
1915
Smith Shellnut Wilson
Mississippi
$225K -$44.3K -1,173 -16%
ACGA
1916
Atlanta Consulting Group Advisors
Georgia
$225K – – –
CIG
1917
Cascade Investment Group
Colorado
$225K – – –
IFU
1918
iSAM Funds (UK)
United Kingdom
$224K +$229K +6,075 New
BCG
1919
BayBridge Capital Group
California
$224K +$229K +6,065 New
PWAM
1920
Private Wealth Asset Management
Iowa
$224K – – –
EMAM
1921
Encompass More Asset Management
California
$224K +$229K +6,062 New
DIM
1922
DLK Investment Management
California
$224K +$229K +6,060 New
FDCP
1923
Foster Dykema Cabot & Partners
Massachusetts
$223K -$84K -2,224 -27%
OPTFSNA
1924
Old Point Trust & Financial Services N A
Virginia
$223K -$37.8K -1,000 -14%
SLC
1925
Second Line Capital
Louisiana
$223K – – –
75 76
77
78 79