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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1901
CoreFirst Bank & Trust
Kansas
$95K – – –
LC
1902
Lavaca Capital
Texas
$95K – – –
MMG
1903
Monetary Management Group
Missouri
$95K – – –
SNB
1904
Security National Bank
Nebraska
$95K – – –
WBWA
1905
William B. Walkup & Associates
South Carolina
$95K – – –
MIM
1906
Meridiem Investment Management
United Kingdom
$93.6K – – –
OAJ
1907
Ogorek Anthony Joseph
New York
$92K +$947 +2 +1%
SWP
1908
Strategic Wealth Partners
Ohio
$91.2K +$7.1K +15 +8%
CA
1909
Centerpoint Advisors
Massachusetts
$91K +$8.05K +17 +10%
WPWM
1910
Western Pacific Wealth Management
Illinois
$90.3K -$8.99K -19 -9%
AAG
1911
Armstrong Advisory Group
Massachusetts
$89.8K +$6.63K +14 +8%
CBT
1912
Crews Bank & Trust
Florida
$89.3K – – –
JWA
1913
JFS Wealth Advisors
Pennsylvania
$89.3K +$23.7K +50 +36%
BIA
1914
Bell Investment Advisors
California
$88.3K +$3.31K +7 +4%
EWM
1915
Evermay Wealth Management
Virginia
$87.9K -$11.8K -25 -12%
HCM
1916
Hollencrest Capital Management
California
$86.5K – – –
MFG
1917
Mendota Financial Group
Wisconsin
$84.5K – – –
AP
1918
Atwood & Palmer
Missouri
$84.1K – – –
CNBTD
1919
Citizens National Bank Trust Department
Mississippi
$83.6K – – –
BCM
1920
Boreal Capital Management
Florida
$79.8K -$63.4K -134 Closed
NFSG
1921
Newbridge Financial Services Group
Florida
$78K -$7.1K -15 -8%
ACM
1922
Aster Capital Management
United Arab Emirates
$77.4K -$4.84M -10,214 -98%
FFA
1923
Frazier Financial Advisors
Ohio
$77.2K +$18.5K +39 +31%
NRG
1924
Nemes Rush Group
Michigan
$76.7K +$4.26K +9 +6%
LI
1925
LRI Investments
Florida
$76.7K -$117K -248 -60%
75 76
77
78 79