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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
4076
Phillips Wealth Planners
Mississippi
$347K -$45.3K -338 -11%
FCC
4077
Flower City Capital
New York
$346K – – –
SL
4078
Sentry LLC
Tennessee
$346K – – –
CWM
4079
CarsonAllaria Wealth Management
Illinois
$345K -$13.4K -100 -4%
SPC
4080
Stewart & Patten Company
California
$345K – – –
AWM
4081
Absher Wealth Management
North Carolina
$344K +$37.1K +277 +11%
CWA
4082
Clearview Wealth Advisors
Oregon
$344K -$84.1K -628 -19%
BWA
4083
Brave Warrior Advisors
New York
$343K – – –
IPGDR
4084
Investidor Profissional Gestao de Recursos
Brazil
$343K +$65.8K +491 +22%
OWM
4085
Orgel Wealth Management
Wisconsin
$342K +$12.1K +90 +3%
CMP
4086
Coston McIsaac & Partners
Maine
$341K +$69.4K +518 +24%
KCM
4087
Kennicott Capital Management
California
$341K -$718K -5,360 -67%
PBF
4088
Petix & Botte Financial
California
$341K – – –
SNBOSCI
4089
Security National Bank of Sioux City Iowa
Iowa
$340K -$46.9K -350 -12%
FDDB
4090
Fidelity D&D Bancorp
Pennsylvania
$339K +$358K +2,668 New
RPG
4091
Resource Planning Group
Georgia
$339K +$1.21K +9 +0.3%
TF
4092
Theory Financial
Colorado
$338K -$10.5K -78 -3%
GWM
4093
Gitterman Wealth Management
New Jersey
$338K -$3.35K -25 -0.9%
DCBT
4094
Dakota Community Bank & Trust
North Dakota
$338K -$13.4K -100 -4%
PWM
4095
Penobscot Wealth Management
Maine
$338K -$53.5K -399 -13%
HIS
4096
Harvest Investment Services
Illinois
$338K -$37.5K -280 -10%
TCB
4097
Texas Capital Bancshares
Texas
$337K +$20.6K +154 +6%
RFP
4098
Root Financial Partners
California
$336K +$86.2K +643 +32%
CA
4099
Claris Advisors
Missouri
$335K – – –
RIM
4100
RW Investment Management
Idaho
$335K +$122K +910 +53%
162 163
164
165 166