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Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1926
First Bank & Trust
South Dakota
$700K +$8.42K +43 +1%
PPP
1927
Private Portfolio Partners
New Jersey
$699K +$8.03K +41 +1%
BHBT
1928
Burke & Herbert Bank & Trust
Virginia
$699K +$90.1K +460 +12%
BPGAM
1929
BTG Pactual Global Asset Management
Bermuda
$693K +$813K +4,152 New
MG
1930
Mather Group
Illinois
$692K +$177K +906 +28%
SFA
1931
Souders Financial Advisors
Ohio
$691K +$811K +4,143 New
CFA
1932
Carroll Financial Associates
North Carolina
$689K -$102K -523 -11%
BCM
1933
Bienville Capital Management
New York
$689K +$279K +1,426 +53%
MA
1934
MONECO Advisors
Connecticut
$682K +$99.1K +506 +14%
ETC
1935
Exchange Traded Concepts
Oklahoma
$682K +$231K +1,181 +41%
CMANY
1936
Capital Management Associates (New York)
New York
$679K +$395K +2,018 +98%
GC
1937
Gilbert & Cook
Iowa
$675K +$3.33K +17 +0.4%
FWM
1938
Fairhaven Wealth Management
Illinois
$674K +$367K +1,874 +87%
AIA
1939
Arbor Investment Advisors
North Carolina
$672K – – –
MCC
1940
Malaga Cove Capital
California
$672K +$5.87K +30 +0.8%
CL
1941
Choreo LLC
Illinois
$671K -$119K -609 -13%
CAGAS
1942
Capital Advisory Group Advisory Services
Minnesota
$668K -$332K -1,698 -30%
LC
1943
Lindbrook Capital
California
$668K -$276K -1,412 -26%
GAM
1944
Gemmer Asset Management
California
$665K -$8.42K -43 -1%
CTA
1945
Colonial Trust Advisors
South Carolina
$665K +$459K +2,345 +143%
PBO
1946
Peoples Bank (Ohio)
Ohio
$664K +$65.2K +333 +9%
MIM
1947
Moseley Investment Management
Florida
$662K -$2.35K -12 -0.3%
CWM
1948
Chronos Wealth Management
Florida
$662K +$776K +3,966 New
WQ
1949
Wealth Quarterback
New Jersey
$656K +$111K +565 +17%
SFSIG
1950
San Francisco Sentry Investment Group
California
$648K -$39K -199 -5%
76 77
78
79 80