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Name Holding Trade Value Shares
Change 		Change in
Stake
TGY2IT
1051
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$49.5K +$60.7K +328 New
CA
1052
CoreCap Advisors
Michigan
$46.6K +$5.37K +29 +10%
CI
1053
CAZ Investments
Texas
$45.2K – – –
PFBT
1054
Parkside Financial Bank & Trust
Missouri
$43.6K +$5.74K +31 +12%
SIC
1055
SJS Investment Consulting
Ohio
$43.3K +$22.2K +120 +72%
OM
1056
OV Management
Minnesota
$42.2K -$298K -1,612 -85%
NEWAS
1057
N.E.W. Advisory Services
Wisconsin
$42.1K +$18.5K +100 +56%
RCM
1058
Ravenstone Capital Management
$41.8K – – –
EC
1059
Elequin Capital
New York
$40.1K -$9.99K -54 -17%
WA
1060
Whipplewood Advisors
Colorado
$40K +$46.6K +252 +1,938%
ADL
1061
Asset Dedication LLC
California
$39.5K – – –
MWA
1062
Medallion Wealth Advisors
Connecticut
$38.9K – – –
OWA
1063
Opal Wealth Advisors
New York
$37.6K +$46.1K +249 New
GAA
1064
Global Assets Advisory
Florida
$37.4K +$45.9K +248 New
IWS
1065
Intentional Wealth Strategies
Colorado
$36.6K +$45K +243 New
MA
1066
Montag & Associates
Georgia
$36.5K -$6.11K -33 -12%
TSMHT
1067
Thurston Springer Miller Herd & Titak
Indiana
$36K -$5.55K -30 -11%
PTC
1068
Private Trust Company
Ohio
$35.9K -$55.9K -302 -56%
NB
1069
NBT Bank
New York
$35.3K +$740 +4 +2%
AWM
1070
Activest Wealth Management
Florida
$35.1K +$5K +27 +13%
PWPS
1071
Pinnacle Wealth Planning Services
Ohio
$35K +$10.2K +55 +31%
CFO
1072
CVA Family Office
Colorado
$33.8K +$10.4K +56 +33%
SL
1073
Salomon & Ludwin
Virginia
$33.7K +$4.63K +25 +13%
FC
1074
Financial Consulate
Maryland
$33.5K -$27.4K -148 -40%
CHC
1075
City Holding Co
West Virginia
$33.2K – – –
41 42
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