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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
3151
Cahill Financial Advisors
Minnesota
$778K +$76.6K +775 +9%
WPA
3152
West Paces Advisors
Georgia
$778K -$21.8K -221 -2%
KFA
3153
Kapstone Financial Advisors
Ohio
$777K +$680K +6,880 New
BIA
3154
BHK Investment Advisors
Alabama
$776K +$124K +1,255 +16%
WCFA
3155
Walkner Condon Financial Advisors
Wisconsin
$775K +$99.9K +1,011 +12%
PG
3156
Patten Group
Tennessee
$775K -$130K -1,314 -12%
RWI
3157
Red Wave Investments
Pennsylvania
$774K -$33.9K -343 -4%
PBO
3158
Peoples Bank (Ohio)
Ohio
$774K -$45.1K -457 -5%
NAMP
3159
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$774K +$27.2K +275 +3%
GA
3160
Greenspring Advisors
Maryland
$773K -$472K -4,783 -34%
KOC
3161
Koss-Olinger Consulting
Florida
$772K -$545K -5,513 -37%
BHBT
3162
Burke & Herbert Bank & Trust
Virginia
$772K -$8.89K -90 -1%
PWMG
3163
Provence Wealth Management Group
California
$771K +$691K +6,993 +321%
CA
3164
Centerpoint Advisors
Massachusetts
$770K +$55.9K +566 +7%
HC
3165
Hamilton Capital
Ohio
$769K +$237K +2,401 +36%
PWM
3166
PBMares Wealth Management
Virginia
$768K -$215K -2,172 -19%
FA
3167
Fortis Advisors
Pennsylvania
$768K – – –
NECFA
3168
New England Capital Financial Advisors
Connecticut
$767K +$779K +7,884 New
SC
3169
Saiph Capital
New Jersey
$764K -$169K -1,710 -16%
ML
3170
Mayport LLC
Massachusetts
$764K +$6.22K +63 +0.7%
BFA
3171
Beacon Financial Advisory
Ohio
$763K +$53.4K +541 +6%
MIP
3172
Marietta Investment Partners
Wisconsin
$762K -$762K -7,710 -46%
BCM
3173
Barden Capital Management
Texas
$761K +$4.94K +50 +0.6%
KFP
3174
KB Financial Partners
New Jersey
$758K -$52K -526 -6%
GC
3175
Gould Capital
Washington
$756K -$54.3K -550 -6%
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127
128 129