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Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
2501
Quad-Cities Investment Group
Iowa
$549K +$117K +960 +27%
MSF
2502
Mustard Seed Financial
Arkansas
$548K – – –
NHT
2503
New Hampshire Trust
New Hampshire
$548K +$19.5K +160 +4%
CIP
2504
Convergence Investment Partners
Florida
$547K -$3.85M -31,550 -87%
PWAM
2505
Private Wealth Asset Management
Iowa
$547K -$7.32K -60 -1%
SH
2506
SLT Holdings
Arizona
$546K – – –
CG
2507
CFO4Life Group
Texas
$544K +$20.7K +170 +4%
RPCA
2508
Running Point Capital Advisors
California
$543K – – –
FF
2509
Francis Financial
$541K +$22K +180 +8%
EB
2510
Exchange Bank
California
$541K +$175K +1,430 +46%
CBTWT
2511
Community Bank & Trust (Waco, Texas)
Texas
$540K – – –
BFS
2512
Bard Financial Services
Connecticut
$540K – – –
KAS
2513
KPP Advisory Services
Kentucky
$537K +$29.3K +240 +6%
MHR
2514
Matthew Hamilton Rosenberg
$537K – – –
ACM
2515
Ascent Capital Management
Oregon
$537K +$9.76K +80 +2%
LA
2516
LexAurum Advisors
Kansas
$536K +$1.22K +10 +0.2%
COI
2517
Connable Office Inc
Michigan
$534K +$1.22K +10 +0.2%
LWP
2518
LeClair Wealth Partners
Ohio
$532K – – –
MC
2519
Matisse Capital
Oregon
$532K +$17.1K +140 +3%
SHGA
2520
Sand Hill Global Advisors
California
$531K -$1.03M -8,430 -66%
4WM
2521
4J Wealth Management
Virginia
$531K +$24.4K +200 +5%
PC
2522
Payne Capital
Oregon
$531K +$541K +4,430 New
GGI
2523
Godsey & Gibb Inc
Virginia
$530K -$12.2K -100 -2%
CPA
2524
Clear Point Advisors
New York
$530K +$17.1K +140 +3%
LWM
2525
LeConte Wealth Management
Tennessee
$530K +$111K +910 +26%
99 100
101
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