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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
4176
SC&H Financial Advisors
Maryland
$283K – – –
VPP
4177
Vertex Planning Partners
Illinois
$282K +$4.96K +37 +2%
RFP
4178
Roth Financial Partners
Texas
$282K – – –
CC
4179
Corton Capital
Ontario, Canada
$282K +$297K +2,215 New
ST
4180
Sageworth Trust
Pennsylvania
$280K -$571K -4,262 -66%
PWMA
4181
Pension & Wealth Management Advisors
Massachusetts
$278K -$4.97M -37,124 -94%
BP
4182
BCK Partners
New York
$277K -$6.7K -50 -2%
SPI
4183
Santori & Peters Inc
Pennsylvania
$277K -$2.55K -19 -0.9%
KAM
4184
KEB Asset Management
Illinois
$277K +$67K +500 +30%
RWM
4185
Raffa Wealth Management
District of Columbia
$276K – – –
PAM
4186
PVG Asset Management
Colorado
$275K +$290K +2,166 New
HR
4187
Hardy Reed
Mississippi
$275K – – –
FP
4188
Foundry Partners
Minnesota
$275K -$18.8K -140 -6%
CFG
4189
Compton Financial Group
Maryland
$275K – – –
RWA
4190
Rainsberger Wealth Advisors
Colorado
$274K – – –
FP
4191
Fiduciary Planning
Florida
$273K +$288K +2,148 New
FM
4192
Foster & Motley
Ohio
$273K +$37.5K +280 +15%
CA
4193
Crane Advisory
California
$272K -$61.9K -462 -18%
VIM
4194
Vista Investment Management
Pennsylvania
$270K -$7.1K -53 -2%
TDC
4195
Thompson Davis & Co
Virginia
$270K -$295K -2,200 -51%
GIM
4196
Groesbeck Investment Management
New Jersey
$269K -$30.1K -225 -10%
MPCL
4197
My Personal CFO LLC
Washington
$269K +$804 +6 +0.3%
DWM
4198
Dopkins Wealth Management
New York
$268K +$8.04K +60 +3%
BDFN
4199
Bond & Devick Financial Network
Minnesota
$268K – – –
AM
4200
Account Management
Massachusetts
$268K -$6.7K -50 -2%
166 167
168
169 170