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Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
751
DF Dent & Co
Maryland
$226K -$88.6K -2,644 -29%
BAM
752
Berkshire Asset Management
Pennsylvania
$226K +$219K +6,553 New
TWM
753
Tradition Wealth Management
Minnesota
$226K +$219K +6,546 New
WP
754
WealthShield Partners
North Carolina
$225K +$219K +6,542 New
CG
755
Clarus Group
Texas
$225K -$80.7K -2,410 -27%
MPI
756
Mairs & Power Inc
Minnesota
$224K +$218K +6,500 New
MWA
757
Medallion Wealth Advisors
Connecticut
$223K +$971 +29 +0.4%
DSC
758
Duncker Streett & Co
Missouri
$223K – – –
AFG
759
Allegheny Financial Group
Pennsylvania
$223K +$217K +6,471 New
LIM
760
Leavell Investment Management
Alabama
$221K -$26.7K -798 -11%
IWP
761
Insight Wealth Partners
Texas
$221K +$215K +6,410 New
PA
762
PFG Advisors
Arizona
$221K +$214K +6,399 New
NFG
763
Nations Financial Group
Iowa
$220K +$214K +6,394 New
KWS
764
Keystone Wealth Services
California
$220K +$214K +6,390 New
BIM
765
Bridges Investment Management
Nebraska
$220K -$33.5K -1,000 -14%
YIM
766
Yoffe Investment Management
Pennsylvania
$219K +$213K +6,363 New
NL
767
NWAM LLC
Washington
$217K +$219K +6,541 New
GI
768
GAMMA Investing
California
$216K +$51K +1,522 +32%
AWS
769
Arkfeld Wealth Strategies
Nebraska
$216K +$212K +6,321 New
HWMG
770
Hurlow Wealth Management Group
Indiana
$216K +$210K +6,264 New
ACM
771
Advance Capital Management
Michigan
$216K +$209K +6,254 New
SC
772
Syon Capital
California
$215K -$64.3K -1,920 -24%
CA
773
Calton & Associates
Florida
$214K +$208K +6,210 New
FCBT
774
First Citizens Bank & Trust
North Carolina
$214K +$208K +6,198 New
APP
775
Avantax Planning Partners
Iowa
$212K +$206K +6,146 New
29 30
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