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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
851
Hartford Financial Management
Connecticut
$11K – – –
SWM
852
Sugarloaf Wealth Management
Georgia
$11K – – –
TWA
853
TCI Wealth Advisors
Arizona
$11K – – –
EFSCE
854
Enterprise Financial Services Corp (EFSC)
Missouri
$10K -$43.6K -1,190 -82%
BWA
855
BDO Wealth Advisors
Florida
$10K +$9.71K +265 New
BBHC
856
Brown Brothers Harriman & Co
New York
$9K -$550 -15 -6%
HI
857
Hudock Inc
Pennsylvania
$9K – – –
SSC
858
Syverson Strege & Co
Iowa
$9K – – –
PWP
859
Personal Wealth Partners
Minnesota
$9K +$9.16K +250 New
EWM
860
Endurance Wealth Management
Rhode Island
$8K – – –
CFO
861
CVA Family Office
Colorado
$8K +$5.5K +150 +200%
CHC
862
City Holding Co
West Virginia
$7K – – –
HFA
863
Hoover Financial Advisors
Pennsylvania
$7K – – –
FMP
864
Financial Management Professionals
Texas
$7K +$916 +25 +16%
KFS
865
Kelly Financial Services
Massachusetts
$6.88K – – –
ADL
866
Asset Dedication LLC
California
$6K – – –
FI
867
FormulaFolio Investments
Michigan
$6K – – –
LAS
868
Lloyd Advisory Services
Georgia
$6K – – –
RA
869
Resolute Advisors
California
$6K – – –
AW
870
Avion Wealth
Texas
$5K – – –
CA
871
Crewe Advisors
Utah
$5K – – –
TC
872
Truvestments Capital
Florida
$5K – – –
VCM
873
Versant Capital Management
Arizona
$5K – – –
SSB
874
Sandy Spring Bank
Maryland
$5K +$2.02K +55 +73%
ANBT
875
American National Bank & Trust
Texas
$5K +$5.32K +145 New
33 34
35
36 37