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Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
901
Independence Bank of Kentucky
Kentucky
$123K -$4.83K -25 -4%
WFMPM
902
Woodley Farra Manion Portfolio Management
Indiana
$118K -$70.5K -365 -40%
LAM
903
Lountzis Asset Management
Pennsylvania
$117K +$106K +550 New
HIA
904
Harbor Investment Advisory
Maryland
$116K +$28.2K +146 +37%
MPWT
905
MassMutual Private Wealth & Trust
Connecticut
$115K +$17.4K +90 +20%
PFBT
906
Parkside Financial Bank & Trust
Missouri
$110K -$15.8K -82 -14%
AF
907
Allworth Financial
California
$107K +$25.7K +133 +36%
GC
908
Grace Capital
Massachusetts
$106K – – –
GCM
909
Gables Capital Management
Florida
$104K – – –
CFA
910
Carroll Financial Associates
North Carolina
$104K +$13.7K +71 +17%
CI
911
CX Institutional
Indiana
$102K +$63.7K +330 +220%
BBA
912
Braun-Bostich & Associates
Pennsylvania
$101K – – –
PCFFS
913
Pacific Center for Financial Services
California
$101K – – –
EWP
914
Engrave Wealth Partners
Texas
$89K – – –
HFM
915
Harvest Fund Management
China
$87K – – –
ARMC
916
American Research & Management Company
Massachusetts
$85K – – –
HFA
917
Hoover Financial Advisors
Pennsylvania
$85K +$77.2K +400 New
EFSCE
918
Enterprise Financial Services Corp (EFSC)
Missouri
$84K +$8.3K +43 +12%
GFPC
919
Global Financial Private Capital
Florida
$81K -$10.6K -55 -13%
CCA
920
Column Capital Advisors
Indiana
$81K +$1.74K +9 +2%
PFO
921
Pathstone Family Office
New Jersey
$80K – – –
AWM
922
Apollon Wealth Management
South Carolina
$79K +$72.2K +374 New
MRCM
923
M&R Capital Management
New Jersey
$78K – – –
BFC
924
Bedel Financial Consulting
Indiana
$76K – – –
TFO
925
Tarbox Family Office
California
$75K +$5.6K +29 +9%
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