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Name Holding Trade Value Shares
Change 		Change in
Stake
HPBT
1326
Hickory Point Bank & Trust
Illinois
$219K +$224K +2,185 New
SFP
1327
Shepherd Financial Partners
Massachusetts
$219K +$223K +2,178 New
PWPS
1328
Pinnacle Wealth Planning Services
Ohio
$219K -$37.2K -364 -14%
PP
1329
Patten & Patten
Tennessee
$218K -$3.68K -36 -2%
EFG
1330
Ethos Financial Group
Pennsylvania
$218K +$222K +2,169 New
ATS
1331
Ashton Thomas Securities
New York
$217K +$91.4K +894 +71%
AHC
1332
Anderson Hoagland & Co
Missouri
$216K +$203K +1,985 New
IC
1333
Iconiq Capital
California
$216K +$220K +2,149 New
WA
1334
Whipplewood Advisors
Colorado
$216K +$220K +2,149 New
TAM
1335
Titleist Asset Management
Texas
$215K +$219K +2,145 New
QFA
1336
Quantum Financial Advisors
California
$215K +$219K +2,145 New
OCPWS
1337
One Charles Private Wealth Services
Massachusetts
$215K +$219K +2,141 New
EFSCE
1338
Enterprise Financial Services Corp (EFSC)
Missouri
$215K +$219K +2,139 New
RWM
1339
Rockline Wealth Management
New York
$214K +$218K +2,134 New
ACS
1340
Archford Capital Strategies
Illinois
$214K +$205 +2 +0.1%
TWPM
1341
Total Wealth Planning & Management
Florida
$213K +$217K +2,126 New
AWM
1342
Aberdeen Wealth Management
Illinois
$213K +$217K +2,122 New
HSG
1343
Helen Stephens Group
Texas
$213K -$22.4K -219 -9%
PFGIA
1344
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$216K +2,116 New
MGAM
1345
McGowan Group Asset Management
Texas
$212K +$216K +2,116 New
JLBC
1346
J.L. Bainbridge & Co
Florida
$212K +$216K +2,107 New
CPA
1347
Court Place Advisors
Maryland
$211K +$215K +2,106 New
RCP
1348
Rothschild Capital Partners
New York
$211K +$215K +2,097 New
CPBTD
1349
Central Pacific Bank - Trust Division
Hawaii
$210K – – –
GAG
1350
GM Advisory Group
New York
$210K +$214K +2,096 New
52 53
54
55 56