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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1276
Monarch Capital Management
Indiana
$213K -$125K -689 -32%
IWN
1277
Independent Wealth Network
Iowa
$213K +$233K +1,283 New
PFA
1278
Paradigm Financial Advisors
Missouri
$211K -$64.2K -353 -20%
EP
1279
Eudaimonia Partners
Tennessee
$211K -$26.9K -148 -9%
MWP
1280
Meridian Wealth Partners
Pennsylvania
$211K +$60.9K +335 +31%
XWM
1281
Xcel Wealth Management
Florida
$210K -$589K -3,236 -70%
AFM
1282
Andesa Financial Management
Pennsylvania
$210K +$17.6K +97 +7%
AA
1283
Auxano Advisors
Washington
$208K -$17.3K -95 -6%
PMG
1284
ProVise Management Group
Florida
$208K +$36.4K +200 +17%
PA
1285
PFG Advisors
Arizona
$208K +$92.4K +508 +57%
MSA
1286
Marino Stram & Associates
Massachusetts
$207K -$311K -1,708 -55%
WA
1287
WBH Advisory
Maryland
$206K -$48.2K -265 -16%
SW
1288
SlateStone Wealth
Florida
$205K -$44K -242 -15%
BO
1289
BRR OpCo
Ohio
$205K -$29.8K -164 -11%
FLPIM
1290
F.L. Putnam Investment Management
Massachusetts
$205K -$25.5K -140 -9%
CG
1291
CFO4Life Group
Texas
$204K – – –
CCP
1292
Clarkston Capital Partners
Michigan
$203K -$86.4K -475 -26%
WA
1293
Winfield Associates
Ohio
$203K -$38.2K -210 -13%
SIM
1294
Seaview Investment Managers
Florida
$203K +$249K +1,367 New
CAL
1295
Capital Analysts LLC
Pennsylvania
$202K -$86.4K -475 -26%
BG
1296
Bahl & Gaynor
Ohio
$202K -$18.2K -100 -7%
FMTC
1297
Farmers & Merchants Trust Company
California
$202K +$14.6K +80 +6%
GL
1298
Graypoint LLC
New York
$201K -$12.7K -70 -5%
PJSIMP
1299
P.J. Schmidt Investment Management (PJS)
Wisconsin
$200K -$293K -1,610 -58%
OR
1300
Olympiad Research
Connecticut
$200K – – –
50 51
52
53 54