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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
1401
City Holding Co
West Virginia
$700K – – –
FA
1402
Fagan Associates
New York
$700K – – –
TF
1403
Trek Financial
Arizona
$700K +$773K +4,771 New
SA
1404
SRH Advisors
Kansas
$699K +$486 +3 +0.1%
AWS
1405
Arkfeld Wealth Strategies
Nebraska
$697K – – –
IF
1406
Insight Folios
North Carolina
$694K +$390K +2,406 +103%
AFC
1407
AFT Forsyth & Company
Florida
$693K – – –
EFSCE
1408
Enterprise Financial Services Corp (EFSC)
Missouri
$693K +$135K +834 +21%
PPW
1409
Parcion Private Wealth
Washington
$692K +$19.4K +120 +3%
CF
1410
Centaurus Financial
California
$691K +$87.5K +540 +13%
WAS
1411
Wealth Advisory Solutions
Indiana
$691K +$764K +4,713 New
IPW
1412
Inlet Private Wealth
Florida
$690K – – –
WQ
1413
Wealth Quarterback
New Jersey
$690K +$2.08M +12,828 +254%
GBT
1414
Grove Bank & Trust
Florida
$689K +$3.24K +20 +0.4%
PJSIMP
1415
P.J. Schmidt Investment Management (PJS)
Wisconsin
$687K -$12.6K -78 -2%
WC
1416
Whitney & Co
New York
$682K -$9.72K -60 -1%
NFG
1417
Nations Financial Group
Iowa
$680K +$253K +1,559 +51%
RCAG
1418
Rehmann Capital Advisory Group
Michigan
$679K +$2.75K +17 +0.4%
SB
1419
Sunflower Bank
Texas
$678K +$10.9K +67 +1%
HWMG
1420
Hurlow Wealth Management Group
Indiana
$677K – – –
JFA
1421
Johanson Financial Advisors
California
$673K +$48.1K +297 +7%
WW
1422
Westshore Wealth
California
$672K -$143K -881 -16%
FRA
1423
Front Row Advisors
California
$672K +$9.56K +59 +1%
FPWM
1424
FSB Premier Wealth Management
Iowa
$669K -$78.1K -482 -10%
NWA
1425
New World Advisors
Massachusetts
$669K +$127K +786 +22%
55 56
57
58 59