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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
3326
Panoramic Capital Partners
Oregon
$901K +$903K +1,539 New
KFS
3327
Kaizen Financial Strategies
California
$900K – – –
RB
3328
Renasant Bank
Mississippi
$899K -$19.4K -33 -2%
FCCM
3329
First City Capital Management
Georgia
$897K +$2.94K +5 +0.3%
KSB
3330
Kennebec Savings Bank
Maine
$897K -$131K -223 -13%
FWTB
3331
First Western Trust Bank
Colorado
$896K +$27K +46 +3%
SDH
3332
Sloy Dahl & Holst
Washington
$896K -$34K -58 -4%
ECM
3333
Estabrook Capital Management
New York
$896K -$14.7K -25 -2%
FFWM
3334
Future Financial Wealth Management
Ohio
$895K -$15.8K -27 -2%
TFGT
3335
TS Financial Group (TSFG)
Illinois
$894K +$114K +194 +15%
JWS
3336
Juncture Wealth Strategies
Arizona
$892K +$27K +46 +3%
AIM
3337
Aspen Investment Management
Michigan
$892K +$52.2K +89 +6%
BIA
3338
Bigelow Investment Advisors
Maine
$891K -$23.5K -40 -3%
TWA
3339
Tandem Wealth Advisors
Arizona
$889K +$72.8K +124 +9%
OFA
3340
Oak Family Advisors
Illinois
$886K -$2.94K -5 -0.3%
BWP
3341
Bernardo Wealth Planning
Pennsylvania
$886K +$76.9K +131 +10%
TCG
3342
Transcendent Capital Group
Oklahoma
$885K +$72.2K +123 +9%
PIA
3343
Pinion Investment Advisors
Kansas
$884K +$32.9K +56 +4%
LNB
3344
Ledyard National Bank
$882K +$72.2K +123 +9%
AWM
3345
Apex Wealth Management
New Hampshire
$880K +$882K +1,503 New
RIG
3346
RiverFront Investment Group
Virginia
$877K +$331K +564 +60%
SAM
3347
Satovsky Asset Management
New York
$876K +$587 +1 +0.1%
HFP
3348
Holistic Financial Partners
Indiana
$876K +$11.7K +20 +1%
CFS
3349
Coordinated Financial Services
Colorado
$875K +$878K +1,495 New
HA
3350
Helium Advisors
Washington
$875K +$877K +1,494 New
132 133
134
135 136