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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2101
BOS Asset Management
Illinois
$546K – – –
RMAM
2102
Raab & Moskowitz Asset Management
New Jersey
$545K -$22.9K -57 -4%
ICP
2103
Interchange Capital Partners
Pennsylvania
$541K +$175K +435 +47%
MSCM
2104
McElhenny Sheffield Capital Management
Texas
$540K +$548K +1,364 New
NCM
2105
New Capital Management
Texas
$540K +$548K +1,364 New
TNA
2106
True North Advisors
Texas
$540K -$112K -279 -17%
DSN
2107
D. Scott Neal
Kentucky
$540K – – –
RP
2108
Riverwater Partners
Wisconsin
$538K -$68.6K -171 -11%
TA
2109
TFB Advisors
Kansas
$537K +$43.4K +108 +9%
AWM
2110
Alterna Wealth Management
Texas
$536K – – –
MFG
2111
Midwest Financial Group
Kansas
$536K +$401 +1 +0.1%
GIP
2112
Granite Investment Partners
California
$536K – – –
CPSAC
2113
Chas P. Smith & Associates (CPS)
Florida
$535K -$52.2K -130 -9%
MA
2114
MONECO Advisors
Connecticut
$534K +$14.9K +37 +3%
UW
2115
Unique Wealth
Florida
$533K +$229K +571 +74%
VC
2116
Veery Capital
Delaware
$532K – – –
FA
2117
Fiducient Advisors
Illinois
$532K +$539K +1,344 New
NSB
2118
Norway Savings Bank
Maine
$531K – – –
DBT
2119
Dubuque Bank & Trust
Iowa
$531K +$27.3K +68 +5%
FWP
2120
Firethorn Wealth Partners
Georgia
$530K +$28.5K +71 +6%
VAF
2121
Values Added Financial
District of Columbia
$530K +$58.6K +146 +12%
NB
2122
Northwest Bancshares
Pennsylvania
$530K +$3.61K +9 +0.7%
TSWM
2123
Triangle Securities Wealth Management
North Carolina
$525K -$14K -35 -3%
SC
2124
Skylands Capital
Wisconsin
$525K -$10K -25 -2%
MC
2125
Matisse Capital
Oregon
$525K – – –
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