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Name Holding Trade Value Shares
Change 		Change in
Stake
PH
1326
Pinnacle Holdings
Oklahoma
$867K -$79.9K -785 -8%
ACMA
1327
Arbor Capital Management (Alaska)
Alaska
$864K +$87.9K +864 +10%
NL
1328
Navalign LLC
California
$860K +$81.9K +805 +10%
NP
1329
Nilsine Partners
Colorado
$859K -$21K -206 -2%
FPCP
1330
Fort Point Capital Partners
California
$858K -$252K -2,473 -21%
NAS
1331
Nicolet Advisory Services
Wisconsin
$857K -$46.7K -459 -5%
OIA
1332
Optimum Investment Advisors
Illinois
$855K -$2.54K -25 -0.3%
LMKC
1333
L.M. Kohn & Company
Ohio
$854K +$19.7K +194 +2%
CCA
1334
Cobblestone Capital Advisors
New York
$848K -$60.9K -599 -6%
PL
1335
Plancorp LLC
Missouri
$847K +$23.9K +235 +3%
IBOK
1336
Independence Bank of Kentucky
Kentucky
$846K -$87K -855 -9%
MMG
1337
Monetary Management Group
Missouri
$841K -$394K -3,875 -30%
AT
1338
Arlington Trust
Alabama
$841K -$9.66K -95 -1%
FWP
1339
FAS Wealth Partners
Kansas
$840K -$24.9K -245 -3%
HW
1340
Hancock Whitney
Mississippi
$837K -$38.5K -378 -4%
CWS
1341
Confluence Wealth Services
Pennsylvania
$834K +$277K +2,720 +44%
CGL
1342
Clarius Group LLC
Washington
$834K -$139K -1,369 -13%
WWM
1343
Western Wealth Management
Colorado
$834K -$746K -7,331 -45%
AF
1344
Alerus Financial
North Dakota
$833K -$3.48M -34,257 -79%
BW
1345
Bison Wealth
Georgia
$832K +$46K +452 +5%
ANB
1346
Amarillo National Bank
Texas
$831K – – –
LSPW
1347
Lake Street Private Wealth
Illinois
$828K -$20.5K -202 -2%
HWA
1348
HCR Wealth Advisors
California
$828K -$45.6K -448 -5%
IAS
1349
Investment Advisory Services
Texas
$826K -$30.6K -301 -3%
MCM
1350
Mitchell Capital Management
Kansas
$825K -$206K -2,025 -19%
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