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Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1276
Webster Bank
Connecticut
$147K – – –
KFG
1277
Kingdom Financial Group
Arizona
$146K +$141K +1,985 New
PMFA
1278
Plante Moran Financial Advisors
Michigan
$145K +$2.06K +29 +1%
MCM
1279
MV Capital Management
Maryland
$142K +$9.85K +139 +8%
ATC
1280
Adirondack Trust Company
New York
$140K -$71 -1 -0.1%
CCC
1281
Chelsea Counsel Company
California
$139K – – –
AFG
1282
Albion Financial Group
Utah
$138K -$181K -2,550 -58%
SAG
1283
SageView Advisory Group
California
$138K +$133K +1,872 New
BWA
1284
Basecamp Wealth Advisors
Washington
$137K +$132K +1,868 New
JWA
1285
JFS Wealth Advisors
Pennsylvania
$137K +$10.2K +144 +8%
EPW
1286
Evergreen Private Wealth
Colorado
$136K +$21.8K +307 +20%
CB
1287
Centennial Bank
Arkansas
$134K – – –
ST
1288
Smithfield Trust
Pennsylvania
$132K +$992 +14 +0.8%
DIP
1289
DT Investment Partners
Pennsylvania
$132K – – –
TLA
1290
Tanglewood Legacy Advisors
Texas
$125K – – –
CSB
1291
City State Bank
Iowa
$125K – – –
PCTC
1292
Perkins Coie Trust Company
Washington
$125K – – –
GEA
1293
Glen Eagle Advisors
New Jersey
$124K +$4.39K +62 +4%
OL
1294
OneFund LLC
Florida
$124K +$7.44K +105 +7%
BWAM
1295
Boyd Watterson Asset Management
Ohio
$122K – – –
KFA
1296
Kelleher Financial Advisors
New York
$119K – – –
KFAS
1297
Keating Financial Advisory Services
Kansas
$119K +$115K +1,622 New
FIM
1298
FWL Investment Management
Texas
$119K -$80.5K -1,136 -41%
SHF
1299
Safe Harbor Fiduciary
Florida
$113K +$108K +1,531 New
PG
1300
Proffitt & Goodson
Tennessee
$112K +$13.2K +186 +14%
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