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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1001
Avantax Planning Partners
Iowa
$3.52M -$422K -8,090 -11%
EF
1002
Exeter Financial
Arizona
$3.51M +$219K +4,189 +7%
PAI
1003
Pittenger & Anderson Inc
Nebraska
$3.5M -$4.16M -79,810 -54%
AF
1004
Arrow Financial
New York
$3.5M +$508K +9,743 +17%
HCA
1005
Horan Capital Advisors
Ohio
$3.5M -$1.2K -23 -0%
JWM
1006
Jackson Wealth Management
Florida
$3.49M +$81.7K +1,566 +2%
PTCG
1007
Pring Turner Capital Group
California
$3.49M +$3.5M +67,179 New
CAM
1008
Centre Asset Management
New York
$3.47M +$129K +2,480 +4%
DBT
1009
Dubuque Bank & Trust
Iowa
$3.47M +$60.3K +1,156 +2%
IWM
1010
IHT Wealth Management
Illinois
$3.46M +$84.3K +1,615 +2%
GAM
1011
Grandview Asset Management
Pennsylvania
$3.44M +$157K +3,014 +5%
BIM
1012
Bridges Investment Management
Nebraska
$3.44M +$605K +11,605 +21%
FM
1013
Family Management
New York
$3.41M +$29.1K +557 +0.9%
KNW
1014
Kesler Norman & Wride
Utah
$3.4M +$254K +4,873 +8%
SMFG
1015
Sumitomo Mitsui Financial Group
Japan
$3.4M +$353K +6,765 +12%
RWA
1016
Roberts Wealth Advisors
California
$3.4M +$164K +3,140 +5%
BA
1017
Baugh & Associates
Georgia
$3.4M +$96.6K +1,852 +3%
SJIA
1018
St. James Investment Advisors
New York
$3.4M +$3.41M +65,417 New
WBC
1019
West Branch Capital
Massachusetts
$3.39M -$136K -2,602 -4%
LDB
1020
Lee, Danner & Bass
Tennessee
$3.39M -$105K -2,018 -3%
FBT
1021
First Bankers Trust
Kentucky
$3.39M +$236K +4,518 +7%
CPIA
1022
Cornell Pochily Investment Advisors
New York
$3.38M -$29.8K -572 -0.9%
ERWM
1023
Elk River Wealth Management
Colorado
$3.38M -$950K -18,210 -22%
WCM
1024
Windward Capital Management
California
$3.38M +$43.2K +828 +1%
HPIA
1025
Hamilton Point Investment Advisors
North Carolina
$3.38M -$152K -2,918 -4%
39 40
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