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Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
1701
KFA Private Wealth Group
Virginia
$903K +$42.2K +702 +5%
JFA
1702
JNBA Financial Advisors
Minnesota
$903K -$17.2K -287 -2%
EFG
1703
Everhart Financial Group
Ohio
$900K +$230K +3,834 +37%
LAM
1704
Lummis Asset Management
Texas
$899K -$509K -8,472 -37%
OFG
1705
Oxford Financial Group
Indiana
$898K -$194K -3,225 -18%
LPT
1706
Legacy Private Trust
Wisconsin
$898K -$26.7K -445 -3%
AL
1707
Aspiriant LLC
California
$897K +$15K +249 +2%
WP
1708
Westmount Partners
California
$895K -$141K -2,355 -14%
LC
1709
LCNB Corp
Ohio
$894K -$35.3K -588 -4%
PMA
1710
Prudent Man Advisors
Illinois
$893K +$47.6K +792 +6%
SC
1711
Saybrook Capital
North Carolina
$891K – – –
NBT
1712
Northwest Bank & Trust
Iowa
$890K -$14.5K -242 -2%
ECM
1713
Estabrook Capital Management
New York
$889K -$12K -200 -1%
TFA
1714
Transamerica Financial Advisors
Florida
$885K +$176K +2,934 +25%
CCG
1715
Coastwise Capital Group
California
$885K -$53.4K -889 -6%
LA
1716
Lifeworks Advisors
Michigan
$885K +$183K +3,041 +27%
GEA
1717
Glen Eagle Advisors
New Jersey
$884K +$25.9K +431 +3%
KLCM
1718
KG&L Capital Management
Louisiana
$881K -$18K -300 -2%
SSW
1719
Stone Summit Wealth
Florida
$880K +$9.01K +150 +1%
RCIM
1720
Red Cedar Investment Management
Michigan
$876K -$686K -11,425 -44%
FFC
1721
First Financial Corp
Indiana
$876K -$62.4K -1,039 -7%
PFGIA
1722
Patriot Financial Group Insurance Agency
Massachusetts
$874K +$30.1K +501 +4%
HP
1723
Hilltop Partners
Indiana
$873K +$45.5K +757 +6%
TNA
1724
True North Advisors
Texas
$873K +$65.4K +1,089 +8%
CCP
1725
Cassia Capital Partners
North Carolina
$872K +$154K +2,564 +22%
67 68
69
70 71