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Name Holding Trade Value Shares
Change 		Change in
Stake
AB
2476
Atlas Brown
Kentucky
$1.86M +$50.1K +147 +3%
CAG
2477
Curtis Advisory Group
California
$1.86M +$968K +2,840 +116%
TPWM
2478
Twelve Points Wealth Management
Massachusetts
$1.85M +$2.73K +8 +0.2%
SAM
2479
Summit Asset Management
Tennessee
$1.85M -$3.07K -9 -0.2%
ML
2480
McAdam LLC
Pennsylvania
$1.85M +$102K +299 +6%
ESBC
2481
E.S. Barr & Co
Kentucky
$1.84M +$16.7K +49 +0.9%
PWAM
2482
Pinnacle West Asset Management
Wyoming
$1.84M -$14.7K -43 -0.8%
OFS
2483
OneAscent Financial Services
Alabama
$1.84M -$737K -2,162 -29%
AGP
2484
Autumn Glory Partners
Texas
$1.84M +$25.2K +74 +1%
BWM
2485
BNC Wealth Management
Oregon
$1.84M -$245K -719 -12%
HPC
2486
Hobart Private Capital
North Carolina
$1.84M +$531K +1,559 +42%
TW
2487
ticino wealth
California
$1.84M +$1.78M +5,237 New
PWP
2488
Prasad Wealth Partners
Ohio
$1.84M +$42.9K +126 +2%
WPW
2489
Watershed Private Wealth
Illinois
$1.84M -$89.9K -264 -5%
RC
2490
RBO & Co
California
$1.83M – – –
EFSCE
2491
Enterprise Financial Services Corp (EFSC)
Missouri
$1.83M -$46.7K -137 -3%
VCM
2492
Versant Capital Management
Arizona
$1.83M -$510K -1,497 -22%
BMC
2493
Beaton Management Company
Massachusetts
$1.83M – – –
CFCS
2494
CDM Financial Counseling Services
Connecticut
$1.83M +$1.77M +5,209 New
GCP
2495
Guardian Capital (Pennsylvania)
Pennsylvania
$1.83M +$1.77M +5,209 New
KC
2496
Knuff & Co
California
$1.82M – – –
PSB
2497
Piscataqua Savings Bank
New Hampshire
$1.82M -$21.5K -63 -1%
WAOTB
2498
Wealth Advisors of Tampa Bay
Florida
$1.82M +$1.18M +3,460 +201%
IIL
2499
Income Insurance Ltd
$1.81M +$1.76M +5,175 New
CFSG
2500
Clark Financial Services Group
Missouri
$1.81M -$6.81K -20 -0.4%
98 99
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