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Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
2076
American National Bank & Trust
Texas
$452K +$26.2K +431 +6%
WW
2077
Waterfront Wealth
Kansas
$452K +$186K +3,055 +75%
BCB
2078
Brian C. Broderick
$451K – – –
RC
2079
Rovin Capital
Arizona
$451K +$30.7K +505 +7%
CI
2080
Carroll Investors
South Carolina
$450K – – –
MHWM
2081
Montz Harcus Wealth Management
Louisiana
$450K +$14K +231 +3%
NP
2082
Ninepoint Partners
Ontario, Canada
$450K +$441K +7,258 New
CFG
2083
Cooper Financial Group
California
$449K +$791 +13 +0.2%
BLC
2084
Brown, Lisle/Cummings
Rhode Island
$448K +$6.08K +100 +1%
FNC
2085
First National Corp
Massachusetts
$448K – – –
TFA
2086
Triad Financial Advisors
North Carolina
$447K -$117K -1,922 -21%
SAM
2087
Seelaus Asset Management
New Jersey
$446K +$73K +1,200 +20%
HA
2088
Herold Advisors
New York
$445K +$30.4K +500 +7%
HVIA
2089
Hudson Valley Investment Advisors
New York
$445K -$9.12K -150 -2%
GFPC
2090
Global Financial Private Client
Florida
$444K – – –
FAG
2091
Financial Advisory Group
Texas
$444K +$9.18K +151 +2%
MKC
2092
M. Kraus & Co
Vermont
$444K +$47.1K +774 +12%
CAGAS
2093
Capital Advisory Group Advisory Services
Minnesota
$443K +$45.9K +755 +12%
VFP
2094
Verus Financial Partners
Virginia
$442K -$33.8K -555 -8%
WMS
2095
Wealth Management Solutions
Pennsylvania
$442K – – –
CAWM
2096
Capital Advisors Wealth Management
Washington
$442K +$145K +2,383 +50%
AC
2097
Apella Capital
Connecticut
$440K +$13.4K +220 +3%
CPA
2098
Cardiff Park Advisors
California
$439K -$1.89K -31 -0.4%
PCI
2099
Planning Center Inc
Illinois
$439K – – –
NF
2100
Norwood Financial
Pennsylvania
$439K +$608 +10 +0.1%
82 83
84
85 86