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Name Holding Trade Value Shares
Change 		Change in
Stake
MSF
2501
Mustard Seed Financial
Arkansas
$548K – – –
NHT
2502
New Hampshire Trust
New Hampshire
$548K +$19.5K +160 +4%
CIP
2503
Convergence Investment Partners
Florida
$547K -$3.85M -31,550 -87%
PWAM
2504
Private Wealth Asset Management
Iowa
$547K -$7.32K -60 -1%
SH
2505
SLT Holdings
Arizona
$546K – – –
CG
2506
CFO4Life Group
Texas
$544K +$20.7K +170 +4%
RPCA
2507
Running Point Capital Advisors
California
$543K – – –
FF
2508
Francis Financial
$541K +$22K +180 +8%
EB
2509
Exchange Bank
California
$541K +$175K +1,430 +46%
CBTWT
2510
Community Bank & Trust (Waco, Texas)
Texas
$540K – – –
BFS
2511
Bard Financial Services
Connecticut
$540K – – –
KAS
2512
KPP Advisory Services
Kentucky
$537K +$29.3K +240 +6%
MHR
2513
Matthew Hamilton Rosenberg
$537K – – –
ACM
2514
Ascent Capital Management
Oregon
$537K +$9.76K +80 +2%
LA
2515
LexAurum Advisors
Kansas
$536K +$1.22K +10 +0.2%
COI
2516
Connable Office Inc
Michigan
$534K +$1.22K +10 +0.2%
LWP
2517
LeClair Wealth Partners
Ohio
$532K – – –
MC
2518
Matisse Capital
Oregon
$532K +$17.1K +140 +3%
SHGA
2519
Sand Hill Global Advisors
California
$531K -$1.03M -8,430 -66%
4WM
2520
4J Wealth Management
Virginia
$531K +$24.4K +200 +5%
PC
2521
Payne Capital
Oregon
$531K +$541K +4,430 New
GGI
2522
Godsey & Gibb Inc
Virginia
$530K -$12.2K -100 -2%
CPA
2523
Clear Point Advisors
New York
$530K +$17.1K +140 +3%
LWM
2524
LeConte Wealth Management
Tennessee
$530K +$111K +910 +26%
USWIA
2525
UP Strategic Wealth Investment Advisors
Pennsylvania
$529K -$122K -1,000 -19%
99 100
101
102 103