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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1626
Ackerman Capital Advisors
Texas
$303K – – –
GFG
1627
Goldstone Financial Group
Illinois
$303K +$11.8K +320 +5%
CWG
1628
Cornerstone Wealth Group
North Carolina
$303K – – –
NB
1629
NBT Bank
New York
$303K – – –
UBV
1630
United Bank (Virginia)
Virginia
$303K +$35K +950 +16%
FBB
1631
Fulton Breakefield Broenniman
Maryland
$302K +$9.21K +250 +4%
TCM
1632
Tufton Capital Management
Maryland
$301K – – –
APWA
1633
Atlas Private Wealth Advisors
New Jersey
$300K +$250K +6,800 New
OHIS
1634
Oak Harvest Investment Services
Texas
$299K -$1.57M -42,690 -86%
AFM
1635
Abbot Financial Management
Massachusetts
$298K -$6.26K -170 -2%
CIA
1636
Cladis Investment Advisory
Montana
$297K – – –
GA
1637
Gateway Advisory
New Jersey
$297K +$2.58K +70 +1%
BG
1638
Bahl & Gaynor
Ohio
$297K +$15.1K +410 +6%
LF
1639
Lantz Financial
Illinois
$297K +$15.5K +420 +7%
AAS
1640
Annex Advisory Services
Wisconsin
$296K +$24.7K +670 +11%
OPWM
1641
Oxinas Partners Wealth Management
Indiana
$296K +$248K +6,730 New
KBFS
1642
Kohmann Bosshard Financial Services
Ohio
$295K -$368 -10 -0.1%
OLVIG
1643
Oliver Lagore Vanvalin Investment Group
Michigan
$295K +$6.63K +180 +3%
CA
1644
Commerzbank Aktiengesellschaft
Germany
$295K -$11.4K -310 -4%
AP
1645
Adero Partners
California
$294K -$9.21K -250 -4%
GWM
1646
Greenwich Wealth Management
Connecticut
$294K -$15.5K -420 -6%
WPC
1647
Waters Parkerson & Co
Louisiana
$294K -$737 -20 -0.3%
NCM
1648
Northside Capital Management
Oregon
$293K – – –
EFSCE
1649
Enterprise Financial Services Corp (EFSC)
Missouri
$291K +$13.3K +360 +6%
PL
1650
Plancorp LLC
Missouri
$289K – – –
64 65
66
67 68