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Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
2651
United Bank (Georgia)
Georgia
$463K -$67K -324 -12%
MCM
2652
Manchester Capital Management
Vermont
$463K +$5.37K +26 +1%
CSB
2653
City State Bank
Iowa
$462K -$11.6K -56 -2%
TC
2654
TAGStone Capital
North Carolina
$462K -$5.37K -26 -1%
TF
2655
TRH Financial
Iowa
$461K -$109K -526 -18%
MC
2656
Merlin Capital
Rhode Island
$460K -$7.85K -38 -2%
CAM
2657
Campion Asset Management
Virginia
$460K – – –
TCM
2658
Tandem Capital Management
New Jersey
$460K – – –
T
2659
TOBAM
France
$460K +$480K +2,321 +16,579%
CWS
2660
Cypress Wealth Services
California
$455K -$117K -566 -20%
HP
2661
HT Partners
Connecticut
$454K -$52.9K -256 -10%
MSS
2662
Mitchell Sinkler & Starr
Pennsylvania
$454K – – –
BWM
2663
BerganKDV Wealth Management
Minnesota
$453K -$1.24K -6 -0.3%
LGA
2664
Lebenthal Global Advisors
New York
$452K -$300K -1,451 -39%
TPW
2665
Tiller Private Wealth
Pennsylvania
$452K -$11.8K -57 -2%
NP
2666
Ninepoint Partners
Ontario, Canada
$452K – – –
HC
2667
Hamilton Capital
Ohio
$450K -$10.5K -51 -2%
GCM
2668
Gator Capital Management
Florida
$450K +$472K +2,286 New
SKK
2669
Shepherd Kaplan Krochuk
Massachusetts
$449K -$4.34K -21 -0.9%
OFW
2670
Omnia Family Wealth
Florida
$447K +$7.44K +36 +2%
SI
2671
Saxon Interests
Texas
$446K +$5.58K +27 +1%
CWG
2672
Crown Wealth Group
North Carolina
$446K +$12K +58 +3%
SC
2673
Sierra Capital
Florida
$445K -$20.9K -101 -4%
PG
2674
Prostatis Group
Maryland
$444K +$31K +150 +7%
WWM
2675
Windsor Wealth Management
Indiana
$444K -$709K -3,431 -61%
105 106
107
108 109