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Name Holding Trade Value Shares
Change 		Change in
Stake
FMB
1826
Field & Main Bank
Kentucky
$931K +$424K +4,460 +81%
WLG
1827
Williamson Legacy Group
Indiana
$930K +$223K +2,340 +31%
CP
1828
Canopy Partners
Ohio
$928K +$22.8K +240 +2%
LI
1829
Louisbourg Investments
New Brunswick, Canada
$928K -$95.1K -1,000 -8%
RMDI
1830
R.M. Davis Inc
Maine
$927K +$29.5K +310 +3%
DA
1831
Doliver Advisors
Texas
$923K -$15.2K -160 -2%
FFG
1832
Fiduciary Financial Group
California
$917K -$41.8K -440 -4%
PPWM
1833
PFG Private Wealth Management
Florida
$915K +$24.7K +260 +3%
EPIMS
1834
Evelyn Partners Investment Management Services
$915K +$413K +4,340 +79%
WA
1835
Wealthstream Advisors
New York
$914K -$10.5K -110 -1%
BCM
1836
Bourgeon Capital Management
Connecticut
$913K -$339K -3,560 -27%
CCA
1837
Cravens & Co Advisors
Tennessee
$910K -$386K -4,060 -29%
NPF
1838
Norris Perne & French
Michigan
$909K – – –
MSWM
1839
McGlone Suttner Wealth Management
Wisconsin
$909K +$64.7K +680 +7%
ZF
1840
Zhang Financial
Michigan
$908K +$176K +1,850 +23%
SSB
1841
Sandy Spring Bank
Maryland
$907K -$20.9K -220 -2%
BWM
1842
Birchcreek Wealth Management
Ohio
$906K -$55.2K -580 -6%
JCM
1843
Jacobi Capital Management
Pennsylvania
$905K +$55.2K +580 +6%
MSG
1844
Main Street Group
Virginia
$905K -$16.2K -170 -2%
SC
1845
Sierra Capital
Florida
$904K -$149K -1,570 -14%
RIA
1846
Regal Investment Advisors
Michigan
$903K -$77K -810 -8%
CPWA
1847
Cerro Pacific Wealth Advisors
California
$899K +$36.1K +380 +4%
MFA
1848
Mayflower Financial Advisors
Massachusetts
$898K -$23.8K -250 -3%
FFA
1849
Fi3 Financial Advisors
Indiana
$897K -$263K -2,770 -22%
SHFP
1850
Second Half Financial Partners
Florida
$897K -$75.1K -790 -8%
72 73
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