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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1926
JNBA Financial Advisors
Minnesota
$189K – – –
GIM
1927
Generali Investments Management
Slovenia
$187K -$89K -994 -31%
PK
1928
Pflug Koory
Nebraska
$185K – – –
SAM
1929
Sherman Asset Management
California
$182K – – –
ICA
1930
Infrastructure Capital Advisors
New York
$178K +$188K +2,100 New
CFG
1931
CKW Financial Group
Hawaii
$176K – – –
BGAI
1932
Bruce G. Allen Investments
Colorado
$174K +$1.25K +14 +0.7%
AIC
1933
Archer Investment Corporation
Indiana
$174K -$4.57K -51 -2%
BIA
1934
Bell Investment Advisors
California
$173K -$16.6K -185 -8%
HNB
1935
Hilltop National Bank
Wyoming
$164K +$11K +123 +7%
AWM
1936
AllSquare Wealth Management
New York
$161K – – –
FRA
1937
Front Row Advisors
California
$161K – – –
DWA
1938
Dougherty Wealth Advisers
Minnesota
$158K – – –
BSC
1939
Brown Shipley & Co
United Kingdom
$155K – – –
MA
1940
MCF Advisors
Kentucky
$155K +$3.4K +38 +2%
PPA
1941
Painted Porch Advisors
California
$152K +$74.2K +829 +85%
CM
1942
Capula Management
Cayman Islands
$149K +$77.4K +865 +97%
OP
1943
ORG Partners
Indiana
$148K -$2.86K -32 -2%
SC
1944
SouthState Corp
Florida
$143K -$189K -2,116 -56%
ATC
1945
Advantage Trust Company
Kansas
$143K – – –
DWM
1946
Darwin Wealth Management
Florida
$142K +$806 +9 +0.5%
RF
1947
Rossby Financial
Florida
$138K -$17.5K -195 -11%
MSWM
1948
Mowery & Schoenfeld Wealth Management
Illinois
$138K +$128K +1,427 +686%
SCM
1949
Silvant Capital Management
Georgia
$136K – – –
WOC
1950
West Oak Capital
California
$135K – – –
76 77
78
79 80