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Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
3301
Ullmann Wealth Partners Group
Florida
$4.16M +$216K +1,186 +5%
DF
3302
Dunhill Financial
United Kingdom
$4.16M +$364 +2 +0%
AWA
3303
ARQ Wealth Advisors
Arizona
$4.15M +$2.75M +15,108 +166%
USB
3304
Union Savings Bank
Connecticut
$4.15M +$22.4K +123 +0.5%
TA
3305
TFB Advisors
Kansas
$4.14M +$1.18M +6,510 +36%
TWM
3306
TMD Wealth Management
Arizona
$4.14M +$58K +319 +1%
WIC
3307
Wilkins Investment Counsel
Massachusetts
$4.14M +$1.17M +6,439 +36%
IIM
3308
InTrack Investment Management
Vermont
$4.14M -$81.1K -446 -2%
CIC
3309
Cutler Investment Counsel
Oregon
$4.14M -$187K -1,029 -4%
MWM
3310
Mascoma Wealth Management
New Hampshire
$4.14M -$455K -2,505 -9%
RA
3311
Rockingstone Advisors
Massachusetts
$4.13M -$125K -688 -3%
PFA
3312
Pathway Financial Advisers
Indiana
$4.12M -$359K -1,974 -8%
CWM
3313
Castle Wealth Management
Florida
$4.12M +$34.7K +191 +0.8%
CST
3314
Charles Schwab Trust
Nevada
$4.11M -$11M -60,712 -72%
SL
3315
Sentinus LLC
Illinois
$4.11M +$4.36M +23,951 New
KWM
3316
KFG Wealth Management
Indiana
$4.11M +$1.04M +5,702 +31%
FFA
3317
Fortune Financial Advisors
Kansas
$4.11M -$137K -752 -3%
AC
3318
Annandale Capital
Texas
$4.1M -$4.36K -24 -0.1%
TA
3319
Tectonic Advisors
Texas
$4.1M -$286K -1,574 -6%
AIP
3320
Almanack Investment Partners
Pennsylvania
$4.1M +$351K +1,931 +9%
PHWM
3321
Pine Harbor Wealth Management
Maryland
$4.09M -$6.73K -37 -0.2%
IA
3322
IAM Advisory
Pennsylvania
$4.09M -$85.8K -472 -2%
CP
3323
Capital Planning
Washington
$4.09M +$357K +1,966 +9%
PO
3324
Private Ocean
California
$4.09M -$25.1M -137,855 -85%
MFA
3325
McClarren Financial Advisors
Pennsylvania
$4.09M -$55.1K -303 -1%
131 132
133
134 135