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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
4126
Clifford Group
Massachusetts
$1.76M +$41.3K +227 +2%
SC
4127
Summa Corp
Texas
$1.76M +$59.3K +326 +3%
DCM
4128
Driehaus Capital Management
Illinois
$1.76M -$505K -2,775 -21%
EPP
4129
ETF Portfolio Partners
Kansas
$1.76M – – –
SPI
4130
Santori & Peters Inc
Pennsylvania
$1.76M -$8.91K -49 -0.5%
SWM
4131
Shakespeare Wealth Management
Wisconsin
$1.76M -$126K -695 -6%
MWA
4132
Muirfield Wealth Advisors
North Carolina
$1.75M +$4K +22 +0.2%
BAWC
4133
Boyce & Associates Wealth Consulting
Texas
$1.75M -$14K -77 -0.8%
CSIA
4134
Conrad Siegel Investment Advisors
Pennsylvania
$1.73M -$64.5K -355 -3%
HFS
4135
HBC Financial Services
Washington
$1.73M +$1.86M +10,227 New
FDDB
4136
Fidelity D&D Bancorp
Pennsylvania
$1.73M +$161K +884 +10%
AFS
4137
Access Financial Services
Minnesota
$1.72M +$81.6K +449 +5%
EWS
4138
Eagle Wealth Strategies
New Jersey
$1.72M +$36.4K +200 +2%
FA
4139
FC Advisory
Pennsylvania
$1.72M +$1.09K +6 +0.1%
GC
4140
Giverny Capital
Quebec, Canada
$1.72M -$28K -154 -2%
MGIA
4141
Matthew Goff Investment Advisor
Texas
$1.72M -$379K -2,083 -17%
PAG
4142
Powers Advisory Group
Illinois
$1.72M -$173K -953 -9%
TCM
4143
TruNorth Capital Management
Michigan
$1.72M +$1.82M +10,004 New
SWM
4144
Seed Wealth Management
Illinois
$1.71M -$40.5K -223 -2%
SI
4145
SCP Investment
California
$1.71M – – –
AG
4146
Artal Group
Luxembourg
$1.71M +$1.82M +10,000 New
VF
4147
Vawter Financial
Ohio
$1.71M +$75.6K +416 +4%
RSS
4148
Rosenblum Silverman Sutton
California
$1.71M -$30.2K -166 -2%
PSA
4149
Plum Street Advisors
Louisiana
$1.71M +$451K +2,483 +51%
PCM
4150
Presidio Capital Management
California
$1.7M +$156K +857 +9%
164 165
166
167 168