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Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
1751
First Interstate Bank
Montana
$423K -$50.7K -1,100 -10%
SFSG
1752
Sound Financial Strategies Group
Mississippi
$423K -$46 -1 -0%
CHA
1753
Carmichael Hill & Associates
Maryland
$422K +$415 +9 +0.1%
CFD
1754
Creative Financial Designs
Indiana
$421K +$187K +4,051 +75%
HC
1755
Hourglass Capital
Texas
$420K – – –
XF
1756
XML Financial
Maryland
$420K +$14.9K +323 +4%
SIA
1757
Strategic Investment Advisors
Michigan
$419K -$52.2K -1,133 -11%
PS
1758
Portfolio Solutions
Michigan
$419K – – –
FCA
1759
FinTrust Capital Advisors
South Carolina
$417K -$2.49K -54 -0.6%
VC
1760
Vicus Capital
Pennsylvania
$417K +$10.9K +237 +3%
GG
1761
Greenwood Gearhart
Arkansas
$416K -$37.7K -819 -8%
PGWM
1762
Parisi Gray Wealth Management
New Jersey
$415K -$15K -325 -3%
CBT
1763
Central Bank & Trust
Kentucky
$415K -$5.16K -112 -1%
GFP
1764
Gryphon Financial Partners
Ohio
$413K -$79.7K -1,730 -16%
RCG
1765
Rock Creek Group
District of Columbia
$413K +$426K +9,241 New
BS
1766
Bessemer Securities
New York
$412K – – –
RWA
1767
River Wealth Advisors
Pennsylvania
$411K +$5.3K +115 +1%
FSCM
1768
Front Street Capital Management
Montana
$410K -$3.46K -75 -0.8%
HFA
1769
Hoover Financial Advisors
Pennsylvania
$408K -$3.22K -70 -0.8%
ECM
1770
Exchange Capital Management
Michigan
$406K -$17.7K -385 -4%
BBA
1771
Braun-Bostich & Associates
Pennsylvania
$406K – – –
TIA
1772
Tiemann Investment Advisors
California
$405K +$29K +630 +7%
BFPW
1773
BOK Financial Private Wealth
Colorado
$403K -$22.2K -481 -5%
EM
1774
ELCO Management
New York
$403K – – –
LC
1775
Lindbrook Capital
California
$402K -$14.1K -306 -3%
69 70
71
72 73