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Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
4676
OLIO Financial Planning
Virginia
$832K -$44.1K -195 -5%
EF
4677
Elite Financial
Idaho
$831K – – –
EFS
4678
Econ Financial Services
Pennsylvania
$831K -$1M -4,423 -54%
CFO
4679
Capitol Family Office
Oregon
$830K +$307K +1,355 +56%
CBT
4680
CoreFirst Bank & Trust
Kansas
$830K – – –
FA
4681
FF Advisors
California
$830K -$46.2K -204 -5%
CW
4682
Code Waechter
Florida
$828K +$29.4K +130 +4%
DI
4683
DDFG Inc
California
$826K +$7.47K +33 +0.9%
HA
4684
Hamel Associates
New Jersey
$825K -$29.9K -132 -3%
PPW
4685
PACK Private Wealth
Minnesota
$825K +$242K +1,067 +40%
SPP
4686
Single Point Partners
Massachusetts
$823K -$158K -698 -16%
CWIG
4687
Chung Wu Investment Group
Texas
$823K +$56.6K +250 +7%
FM
4688
Foster & Motley
Ohio
$822K +$96.4K +426 +13%
VAMG
4689
Voisard Asset Management Group
Michigan
$821K +$71.3K +315 +9%
CWM
4690
Chicago Wealth Management
Illinois
$819K +$2.94K +13 +0.3%
PFM
4691
Potomac Fund Management
Florida
$819K +$139K +613 +20%
TPF
4692
Tribridge Partners Financial
Maryland
$819K +$145K +640 +21%
TA
4693
Townsend & Associates
Colorado
$818K -$57.5K -254 -6%
MPW
4694
Magnolia Private Wealth
Pennsylvania
$818K +$12.7K +56 +2%
RWMH
4695
Riverpoint Wealth Management Holdings
Illinois
$817K – – –
HIA
4696
HTG Investment Advisors
Connecticut
$817K -$45.3K -200 -5%
WAM
4697
Westport Asset Management
Connecticut
$817K -$1.13M -5,000 -57%
KA
4698
KDT Advisors
New York
$814K +$205K +904 +32%
RBC
4699
Roble Belko & Company
Pennsylvania
$814K +$3.4K +15 +0.4%
ANBOT
4700
American National Bank of Texas
Texas
$814K +$839K +3,707 New
186 187
188
189 190