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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1326
Summit Wealth & Retirement Planning
California
$438K +$403K +4,379 New
SWM
1327
Stockman Wealth Management
Montana
$437K -$45.9K -499 -10%
PPP
1328
Private Portfolio Partners
New Jersey
$435K – – –
BHWM
1329
Bar Harbor Wealth Management
New Hampshire
$435K – – –
NB
1330
Northwest Bancshares
Pennsylvania
$435K – – –
LA
1331
Latitude Advisors
Florida
$435K +$400K +4,354 New
ST
1332
Sageworth Trust
Pennsylvania
$434K -$80K -870 -17%
CTA
1333
Chesley Taft & Associates
Illinois
$434K +$34K +370 +9%
DWM
1334
Defined Wealth Management
Oregon
$431K +$41.4K +450 +12%
AL
1335
Aspiriant LLC
California
$431K +$396K +4,308 New
NJBEST
1336
New Jersey Better Educational Savings Trust
New Jersey
$430K – – –
BBA
1337
BLB&B Advisors
Pennsylvania
$429K -$56.9K -619 -13%
CCA
1338
Cobblestone Capital Advisors
New York
$428K – – –
OFG
1339
OmniStar Financial Group
North Carolina
$426K -$139K -1,512 -26%
APIM
1340
Agate Pass Investment Management
Washington
$426K -$12.9K -140 -3%
CT
1341
Chicago Trust
Illinois
$425K -$86.6K -942 -18%
TWP
1342
Tempus Wealth Planning
California
$424K -$27.6K -300 -7%
BFC
1343
Bedel Financial Consulting
Indiana
$423K -$42.4K -461 -10%
CFS
1344
CRA Financial Services
New Jersey
$422K -$44.3K -482 -10%
BWAM
1345
Boyd Watterson Asset Management
Ohio
$422K +$8.09K +88 +2%
CPA
1346
Cardiff Park Advisors
California
$422K +$388K +4,220 New
TAM
1347
Trillium Asset Management
Massachusetts
$420K – – –
ADL
1348
Asset Dedication LLC
California
$419K +$6.53K +71 +2%
IC
1349
Inscription Capital
Texas
$419K +$27.4K +298 +8%
PMFA
1350
Plante Moran Financial Advisors
Michigan
$416K -$45.5K -495 -11%
52 53
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55 56