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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
801
Tiemann Investment Advisors
California
$244K +$987 +5 +0.4%
TCOO
802
Trust Company of Oklahoma
Oklahoma
$242K – – –
GFS
803
GYL Financial Synergies
Connecticut
$242K -$19.3K -98 -7%
FMWA
804
Forvis Mazars Wealth Advisors
Missouri
$242K +$63K +319 +30%
YMRC
805
Yorktown Management & Research Company
Virginia
$242K +$276K +1,400 New
WB
806
WesBanco Bank
West Virginia
$241K +$43.2K +219 +19%
PB
807
Pinnacle Bancorp
Nebraska
$240K -$12K -61 -4%
THWM
808
Taylor Hoffman Wealth Management
Virginia
$239K – – –
SSW
809
Smith Shellnut Wilson
Mississippi
$238K -$164K -830 -38%
TAM
810
Taurus Asset Management
New York
$238K – – –
FFC
811
First Financial Corp
Indiana
$236K -$39.5K -200 -13%
EWM
812
Endurance Wealth Management
Rhode Island
$234K +$139K +702 +108%
FLPIM
813
F.L. Putnam Investment Management
Massachusetts
$232K -$133K -672 -33%
FAIM
814
Financial Advocates Investment Management
Washington
$232K +$31.6K +160 +14%
OPS
815
Orion Portfolio Solutions
Nebraska
$232K +$74.6K +378 +39%
CCM
816
Coldstream Capital Management
Washington
$232K +$265K +1,344 New
CAN
817
Cetera Advisor Networks
California
$230K -$323K -1,639 -55%
GIA
818
GHP Investment Advisors
Colorado
$228K +$4.93K +25 +2%
HC
819
Henshaw Capital
Massachusetts
$226K +$258K +1,309 New
MFG
820
Magnus Financial Group
New York
$226K +$28.4K +144 +12%
KIA
821
KCM Investment Advisors
California
$226K +$65.7K +333 +34%
MFW
822
Meristem Family Wealth
Minnesota
$224K -$3.95K -20 -2%
NS
823
NewDay Solutions
New Hampshire
$222K – – –
LOPW
824
Live Oak Private Wealth
North Carolina
$222K +$253K +1,282 New
NSAM
825
North Star Asset Management
Wisconsin
$219K – – –
31 32
33
34 35