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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1451
Peterson Wealth Services
Utah
$4.45M +$171K +747 +4%
AP
1452
Americana Partners
Texas
$4.45M -$259K -1,132 -6%
CAC
1453
Core Alternative Capital
Georgia
$4.45M +$439K +1,917 +11%
SF
1454
Summit Financial
New Jersey
$4.44M +$2.06M +9,018 +93%
WDA
1455
Wendell David Associates
New Hampshire
$4.44M +$6.41K +28 +0.2%
PFS
1456
Physicians Financial Services
North Carolina
$4.44M – – –
DBT
1457
Dubuque Bank & Trust
Iowa
$4.43M -$23.3K -102 -0.5%
VIP
1458
Vantage Investment Partners
Missouri
$4.41M +$1.27M +5,566 +43%
ISB
1459
Iowa State Bank
Iowa
$4.38M -$166K -727 -4%
FHA
1460
First Horizon Advisors
Tennessee
$4.38M -$170K -743 -4%
LC
1461
Legacy CG
Texas
$4.37M +$119K +521 +3%
IAS
1462
Insigneo Advisory Services
Florida
$4.37M +$1.75M +7,653 +71%
MLIC
1463
Mandatum Life Insurance Company
Finland
$4.36M – – –
TVWM
1464
Tower View Wealth Management
Wisconsin
$4.35M -$181K -789 -4%
QIM
1465
Quantitative Investment Management
Virginia
$4.34M -$1.75M -7,650 -29%
CSC
1466
Caldwell Sutter Capital
California
$4.32M +$161K +704 +4%
SEEDPG
1467
S.E.E.D. Planning Group
New York
$4.31M +$51.5K +225 +1%
ACP
1468
Aviance Capital Partners
Florida
$4.31M +$37.8K +165 +0.9%
LOAMS
1469
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.3M -$169K -738 -4%
GMA
1470
Glassy Mountain Advisors
Maryland
$4.3M +$4.14M +18,091 New
BB
1471
Busey Bank
Illinois
$4.29M -$78.7K -344 -2%
BCFS
1472
Butensky & Cohen Financial Security
Florida
$4.28M -$113K -494 -3%
WG
1473
Watchman Group
Texas
$4.27M +$3.66K +16 +0.1%
FWM
1474
Fairhaven Wealth Management
Illinois
$4.26M +$4.11M +17,955 New
DPIM
1475
Duff & Phelps Investment Management
Illinois
$4.26M – – –
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