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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1776
Somerset Trust
Pennsylvania
$732K +$63K +1,342 +8%
KJWM
1777
Kiley Juergens Wealth Management
Washington
$732K -$22.8K -487 -3%
SI
1778
Saxon Interests
Texas
$732K -$25.8K -551 -3%
SIS
1779
Sound Income Strategies
Florida
$731K -$47.9K -1,021 -6%
MDA
1780
Minot DeBlois Advisors
Massachusetts
$731K -$23.3K -497 -3%
FBT
1781
First Bankers Trust
Kentucky
$729K +$7.74K +165 +1%
AWM
1782
Aviso Wealth Management
Washington
$729K +$20.7K +441 +3%
VCM
1783
Versant Capital Management
Arizona
$728K -$77.4K -1,649 -9%
BF
1784
Brucke Financial
Indiana
$727K +$268K +5,711 +50%
NF
1785
Nikulski Financial
Iowa
$727K +$195K +4,158 +32%
CWM
1786
Calamos Wealth Management
Illinois
$726K +$84.6K +1,803 +12%
APW
1787
Allied Private Wealth
Florida
$725K +$801K +17,080 New
MC
1788
Mathes Company
New York
$724K +$469 +10 +0.1%
RBFC
1789
Roman Butler Fullerton & Co
Missouri
$721K -$15K -320 -2%
NHT
1790
New Hampshire Trust
New Hampshire
$718K -$54.9K -1,171 -6%
AGWCA
1791
Annis Gardner Whiting Capital Advisors
Florida
$718K -$69.9K -1,489 -8%
MP
1792
McDonald Partners
Ohio
$716K -$258K -5,500 -25%
RL
1793
Rogco LP
Oklahoma
$715K -$11.4K -243 -1%
PWAM
1794
Private Wealth Asset Management
Iowa
$711K +$197K +4,190 +33%
LA
1795
Latitude Advisors
Florida
$711K +$23.9K +510 +3%
CPBTD
1796
Central Pacific Bank - Trust Division
Hawaii
$710K +$33.8K +720 +4%
TFG
1797
Taylor Financial Group
Virginia
$710K – – –
PCM
1798
Permanent Capital Management
Illinois
$709K +$66.8K +1,423 +9%
FRA
1799
Front Row Advisors
California
$708K -$66.3K -1,413 -9%
CNC
1800
Citizens & Northern Corp
Pennsylvania
$707K +$59.3K +1,264 +8%
70 71
72
73 74