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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
1876
Pacific Sun Financial
California
$266K +$278K +1,232 New
BFC
1877
Bedel Financial Consulting
Indiana
$266K +$47.1K +209 +20%
RFP
1878
Root Financial Partners
California
$265K -$676 -3 -0.2%
AF
1879
Affiance Financial
Minnesota
$265K – – –
HCM
1880
Hengehold Capital Management
Ohio
$265K +$4.74K +21 +2%
NL
1881
NDWM LLC
California
$265K – – –
RPWA
1882
Regent Peak Wealth Advisors
Georgia
$265K +$277K +1,227 New
WIM
1883
Warwick Investment Management
Texas
$264K +$7.44K +33 +3%
GIA
1884
GHP Investment Advisors
Colorado
$264K -$2.48K -11 -0.9%
RRA
1885
Round Rock Advisors
Connecticut
$264K +$12.4K +55 +5%
ALA
1886
Atlas Legacy Advisors
California
$264K +$276K +1,222 New
ACM
1887
Aurdan Capital Management
Pennsylvania
$264K – – –
LPFG
1888
Landing Point Financial Group
Ohio
$262K +$274K +1,215 New
SFC
1889
Strategic Financial Concepts
Texas
$262K -$256K -1,137 -48%
FNBTCON
1890
First National Bank & Trust Co of Newtown
Pennsylvania
$262K – – –
QL
1891
Quarry LP
New York
$261K -$148K -657 -35%
MSA
1892
Marino Stram & Associates
Massachusetts
$260K +$1.35K +6 +0.5%
GSWM
1893
Greenup Street Wealth Management
Michigan
$260K +$271K +1,204 New
MAG
1894
M3 Advisory Group
Massachusetts
$260K +$2.25K +10 +0.8%
GBT
1895
Grove Bank & Trust
Florida
$259K – – –
FPGK
1896
Financial Partners Group (Kansas)
Kansas
$259K – – –
ST
1897
Smithfield Trust
Pennsylvania
$259K – – –
GIP
1898
Greatmark Investment Partners
Georgia
$259K – – –
ITIM
1899
Indiana Trust & Investment Management
Indiana
$259K – – –
ILI
1900
Invesco LLC (Illinois)
Illinois
$258K – – –
74 75
76
77 78