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Name Holding Trade Value Shares
Change 		Change in
Stake
OHWA
1926
Oak Hill Wealth Advisors
Virginia
$570K +$602K +14,259 New
TWA
1927
Talisman Wealth Advisors
New Jersey
$569K +$232K +5,497 +63%
PB
1928
Pinnacle Bancorp
Nebraska
$569K -$70.2K -1,665 -10%
EHWM
1929
Eads & Heald Wealth Management
Georgia
$569K -$28.1K -667 -4%
CAS
1930
CTC Alternative Strategies
Illinois
$569K +$600K +14,224 New
TIM
1931
Tevis Investment Management
Texas
$568K -$568K -13,454 -49%
TF
1932
Tudor Financial
Ohio
$568K +$25.1K +596 +4%
ADMI
1933
Albert D. Mason Inc
Massachusetts
$567K -$76.2K -1,807 -11%
SAM
1934
SignalPoint Asset Management
Missouri
$567K -$1.01K -24 -0.2%
VCM
1935
Virtue Capital Management
Tennessee
$567K -$11K -261 -2%
CS
1936
Capital Square
Tennessee
$566K -$62.1K -1,472 -9%
A
1937
Allianz
Germany
$564K +$129K +3,050 +27%
DOA
1938
D'Orazio & Associates
Virginia
$563K +$13.6K +322 +2%
CBA
1939
Coastal Bridge Advisors
Connecticut
$563K +$1.81K +43 +0.3%
CV
1940
Counterweight Ventures
North Carolina
$563K -$27.2K -645 -4%
CBT
1941
Crews Bank & Trust
Florida
$562K +$593K +14,065 New
AG
1942
AmeriFlex Group
Nevada
$562K +$602K +14,278 New
TBNY
1943
Trustco Bank (New York)
New York
$561K -$39.4K -933 -6%
LA
1944
LexAurum Advisors
Kansas
$561K +$94.2K +2,233 +19%
SSWM
1945
Sheets Smith Wealth Management
North Carolina
$559K +$12.8K +304 +2%
HWM
1946
Horizon Wealth Management
Illinois
$558K +$8.82K +209 +2%
NFC
1947
Northeast Financial Consultants
Connecticut
$558K +$1.48K +35 +0.3%
CAG
1948
Crestwood Advisors Group
Massachusetts
$557K +$35K +830 +6%
PA
1949
Prossimo Advisors
California
$555K -$2.45K -58 -0.4%
RCA
1950
Resonant Capital Advisors
Wisconsin
$555K -$11.6K -274 -2%
76 77
78
79 80