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Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1401
Independence Bank of Kentucky
Kentucky
$219K +$13.1K +100 +6%
PF
1402
Phoenix Financial
Israel
$219K +$243K +1,850 New
CF
1403
Centaurus Financial
California
$219K -$37.3K -284 -13%
APP
1404
Avantax Planning Partners
Iowa
$218K +$242K +1,838 New
JFGLC
1405
Johnson Financial Group LLC (Colorado)
Colorado
$218K +$7.88K +60 +3%
CFS
1406
Commonwealth Financial Services
West Virginia
$217K +$34.4K +262 +17%
MFG
1407
Magnus Financial Group
New York
$217K -$474K -3,608 -66%
RFS
1408
RM Financial Services
Maine
$217K – – –
ESB
1409
Essex Savings Bank
Connecticut
$217K +$4.34K +33 +2%
PPC
1410
Pennington Partners & Co
Maryland
$215K +$238K +1,814 New
OL
1411
Optas LLC
Texas
$214K +$12.6K +96 +6%
SWA
1412
SFMG Wealth Advisors
Texas
$214K – – –
MPWT
1413
MassMutual Private Wealth & Trust
Connecticut
$214K -$93.2K -709 -28%
PFGIA
1414
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$237K +1,804 New
EWA
1415
Exit Wealth Advisors
Georgia
$214K +$7.36K +56 +3%
FFP
1416
FourThought Financial Partners
Florida
$213K -$12.2K -93 -5%
EWM
1417
Evercore Wealth Management
New York
$212K -$263K -2,000 -53%
ZIC
1418
ZWJ Investment Counsel
Georgia
$212K -$8.15K -62 -3%
HW
1419
Hancock Whitney
Mississippi
$211K +$25.8K +196 +13%
PWA
1420
Portus Wealth Advisors
North Carolina
$210K – – –
DLA
1421
Douglas Lane & Associates
New York
$210K – – –
OCBCO
1422
Oversea-Chinese Banking Corp (OCBC)
Singapore
$210K +$788 +6 +0.3%
CNBOF
1423
City National Bank of Florida
Florida
$210K -$163K -1,237 -41%
WFA
1424
Wellspring Financial Advisors
Ohio
$209K -$2.23K -17 -1%
STA
1425
Smith Thornton Advisors
Alabama
$209K -$22.6K -172 -9%
55 56
57
58 59