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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1576
NBT Bank
New York
$300K – – –
WE
1577
Wealth Effects
Massachusetts
$299K -$143K -1,643 -28%
FNBSF
1578
First National Bank Sioux Falls
South Dakota
$296K -$10.9K -126 -3%
NFG
1579
Norris Financial Group
South Carolina
$295K +$142K +1,641 +63%
PFGIA
1580
Patriot Financial Group Insurance Agency
Massachusetts
$295K -$154K -1,772 -30%
GCM
1581
Gables Capital Management
Florida
$295K +$25.6K +295 +8%
TWI
1582
Thomas White International
Illinois
$294K – – –
LI
1583
Lafayette Investments
Maryland
$294K +$22.2K +256 +6%
HCM
1584
Harvey Capital Management
Florida
$293K – – –
SKK
1585
Shepherd Kaplan Krochuk
Massachusetts
$293K +$26K +300 +8%
NCM
1586
NCM Capital Management
New Jersey
$292K -$19.5K -225 -5%
SBH
1587
Segall Bryant & Hamill
Illinois
$290K -$41.7K -481 -10%
VCA
1588
Verdence Capital Advisors
Maryland
$289K -$5.29K -61 -1%
GS
1589
Gagnon Securities
New York
$289K +$2.78K +32 +0.8%
BC
1590
Bartlett & Co
Ohio
$288K -$102K -1,171 -22%
BCWM
1591
Bartlett & Co Wealth Management
Ohio
$288K -$102K -1,171 -22%
WBG
1592
Wharton Business Group
Pennsylvania
$287K – – –
WKWM
1593
Walter & Keenan Wealth Management
Indiana
$287K +$39.3K +453 +12%
FFA
1594
Founders Financial Alliance
North Carolina
$285K -$46.2K -532 -12%
LA
1595
LVW Advisors
New York
$285K +$14.6K +168 +4%
AWA
1596
Arete Wealth Advisors
Illinois
$284K -$97.3K -1,122 -22%
SWA
1597
SFMG Wealth Advisors
Texas
$284K +$7.11K +82 +2%
TFS
1598
TrustCore Financial Services
Tennessee
$284K +$19.9K +229 +6%
FWM
1599
Foresight Wealth Management
Utah
$284K +$41.6K +480 +13%
5L
1600
55I LLC
Massachusetts
$284K +$157K +1,808 +80%
62 63
64
65 66