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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
3051
Bollard Group
Massachusetts
$80K – – –
AFWM
3052
Abich Financial Wealth Management
Virginia
$79.8K +$40.1K +176 +136%
FMB
3053
Field & Main Bank
Kentucky
$79.8K – – –
KWAG
3054
Kiely Wealth Advisory Group
North Carolina
$79.3K – – –
HC
3055
Hoese & Co
Minnesota
$78.5K +$68.4K +300 New
AJ
3056
Ashburton (Jersey)
Jersey
$77K – – –
CSC
3057
Caldwell Sutter Capital
California
$75.1K -$2.28K -10 -3%
PPWM
3058
PFG Private Wealth Management
Florida
$72.7K +$7.3K +32 +13%
TC
3059
Trust Company
Kansas
$71.9K – – –
LCM
3060
Logan Capital Management
Pennsylvania
$68.5K – – –
PB
3061
Pinnacle Bancorp
Nebraska
$68K – – –
KSWA
3062
Kathleen S. Wright Associates
Pennsylvania
$67.5K – – –
RF
3063
Robinswood Financial
Washington
$64.9K -$912 -4 -2%
MFG
3064
Mendota Financial Group
Wisconsin
$64.1K +$55.9K +245 New
AP
3065
Aspect Partners
Virginia
$63.3K +$7.75K +34 +16%
CAM
3066
Costello Asset Management
Pennsylvania
$62.8K – – –
CT
3067
Clearstead Trust
Maine
$62.3K -$6.16K -27 -10%
SWM
3068
Sanctuary Wealth Management
Idaho
$62.3K – – –
AEPWM
3069
Atlantic Edge Private Wealth Management
Florida
$62K – – –
DI
3070
DAGCO Inc
Ohio
$61.5K – – –
1IA
3071
1620 Investment Advisors
Massachusetts
$61.2K +$5.02K +22 +10%
M
3072
MOTCO
Texas
$59.4K +$23K +101 +80%
WFA
3073
West Financial Advisors
Iowa
$58.9K – – –
MCA
3074
Maryland Capital Advisors
Maryland
$58.5K – – –
GJWM
3075
Gilliland Jeter Wealth Management
Arkansas
$57.8K -$13.7K -60 -21%
121 122
123
124 125