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Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
1526
Meridian Financial Partners
Virginia
$548K -$141K -755 -20%
ESB
1527
Essex Savings Bank
Connecticut
$548K -$15.9K -85 -3%
FAM
1528
Formidable Asset Management
Ohio
$547K +$531K +2,845 New
HCM
1529
HMS Capital Management
Tennessee
$546K – – –
DBRC
1530
D.B. Root & Company
Pennsylvania
$546K +$8.4K +45 +2%
APW
1531
Austin Private Wealth
Texas
$544K -$31.8K -170 -5%
OC
1532
Oarsman Capital
Wisconsin
$544K +$35.5K +190 +7%
MFG
1533
Magnus Financial Group
New York
$542K +$10.3K +55 +2%
HIC
1534
Holderness Investments Company
North Carolina
$539K +$48.6K +260 +10%
SFS
1535
Stiles Financial Services
Minnesota
$538K – – –
AWM
1536
Aprio Wealth Management
Georgia
$538K -$133K -710 -20%
MSFS
1537
Main Street Financial Solutions
Pennsylvania
$536K +$113K +605 +26%
CWMK
1538
Caliber Wealth Management (Kansas)
Kansas
$535K -$67.2K -360 -11%
LCWP
1539
Legacy Capital Wealth Partners
Arkansas
$535K +$40.2K +215 +8%
SIM
1540
Sentry Investment Management
Wisconsin
$534K -$428K -2,290 -44%
CIAS
1541
Capital Investment Advisory Services
North Carolina
$533K +$15.9K +85 +3%
EFSCE
1542
Enterprise Financial Services Corp (EFSC)
Missouri
$533K +$101K +540 +23%
NHT
1543
New Hampshire Trust
New Hampshire
$532K +$18.7K +100 +4%
ACM
1544
Allred Capital Management
Texas
$531K -$51.4K -275 -9%
OHWP
1545
Oak Harbor Wealth Partners
North Carolina
$531K +$120K +640 +29%
AGA
1546
Arkos Global Advisors
Texas
$531K +$539K +2,885 New
IFA
1547
Index Fund Advisors
California
$525K -$359K -1,920 -40%
WB
1548
WesBanco Bank
West Virginia
$525K +$207K +1,110 +64%
RFN
1549
Redwood Financial Network
Ohio
$525K +$11.2K +60 +2%
TNA
1550
True North Advisors
Texas
$524K +$108K +580 +26%
60 61
62
63 64