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Name Holding Trade Value Shares
Change 		Change in
Stake
PH
2076
Pinnacle Holdings
Oklahoma
$646K -$3.3K -48 -0.5%
DI
2077
DAGCO Inc
Ohio
$645K +$895 +13 +0.1%
AIM
2078
Aspen Investment Management
Michigan
$645K – – –
CL
2079
CVFG LLC
Indiana
$644K +$12.6K +183 +2%
EFSCE
2080
Enterprise Financial Services Corp (EFSC)
Missouri
$640K -$40.5K -589 -6%
CSI
2081
Cross Staff Investments
New York
$640K – – –
TCBWMS
2082
Texas Capital Bank Wealth Management Services
Texas
$640K +$173K +2,520 +35%
TPWA
2083
TRUE Private Wealth Advisors
Oregon
$639K +$142K +2,060 +27%
CNB
2084
Camden National Bank
Maine
$639K -$62.5K -908 -9%
SPA
2085
Sherbrooke Park Advisers
New York
$638K +$177K +2,566 +36%
ZIG
2086
Zullo Investment Group
Pennsylvania
$636K -$12.7K -184 -2%
RTC
2087
Real Talk Capital
Tennessee
$635K -$20.2K -294 -3%
BFS
2088
BridgePort Financial Solutions
Iowa
$635K +$96.5K +1,402 +17%
FA
2089
Faithward Advisors
Pennsylvania
$632K -$50.9K -739 -7%
LWM
2090
Liberty Wealth Management
California
$631K +$19.9K +289 +3%
VCWM
2091
Vista Cima Wealth Management
Arizona
$631K +$654K +9,509 New
CAM
2092
Councilmark Asset Management
Tennessee
$630K -$6.88K -100 -1%
FB
2093
First Bancorp
Maine
$630K +$8.6K +125 +1%
HWA
2094
HCR Wealth Advisors
California
$628K – – –
SFG
2095
SevenBridge Financial Group
Pennsylvania
$627K -$135K -1,961 -18%
QPWM
2096
Quadrant Private Wealth Management
Pennsylvania
$627K +$21.9K +318 +4%
LWMM
2097
Legacy Wealth Management (Mississippi)
Mississippi
$626K +$71.4K +1,038 +12%
CWM
2098
Connecticut Wealth Management
Connecticut
$626K -$21.3K -309 -3%
SLC
2099
Second Line Capital
Louisiana
$624K -$22.1K -321 -3%
LSPW
2100
Lake Street Private Wealth
Illinois
$622K +$72.4K +1,052 +13%
82 83
84
85 86