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Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1701
Alpha Family Trust
California
$355K – – –
LTI
1702
Laffer Tengler Investments
Tennessee
$355K -$7.07K -62 -2%
FDDB
1703
Fidelity D&D Bancorp
Pennsylvania
$355K -$4.68K -41 -1%
AWM
1704
Accel Wealth Management
Iowa
$354K +$317K +2,782 New
WPC
1705
Waters Parkerson & Co
Louisiana
$354K -$23.4K -205 -7%
PG
1706
Prostatis Group
Maryland
$354K +$77.8K +682 +33%
IHL
1707
Investment House LLC
California
$353K – – –
SHFA
1708
SS&H Financial Advisors
Michigan
$353K – – –
HWMG
1709
Hurlow Wealth Management Group
Indiana
$353K +$342 +3 +0.1%
BST
1710
Bath Savings Trust
Maine
$352K +$1.94K +17 +0.6%
GWI
1711
Grace & White Inc
New York
$347K – – –
PCM
1712
Peirce Capital Management
Texas
$347K – – –
WWP
1713
WR Wealth Planners
Missouri
$346K +$14.3K +125 +5%
LCM
1714
Liberty Capital Management
Michigan
$345K – – –
MWA
1715
Meridian Wealth Advisors
Texas
$345K – – –
CHJWM
1716
Carlton Hofferkamp & Jenks Wealth Management
Texas
$345K -$22.8K -200 -7%
ERIM
1717
Eagle Ridge Investment Management
Connecticut
$344K – – –
FC
1718
Fulcrum Capital
Washington
$344K – – –
WIA
1719
World Investment Advisors
California
$344K -$211K -1,850 -54%
JEST
1720
JTC Employer Solutions Trustee
Jersey
$343K – – –
I
1721
InceptionR
California
$342K +$307K +2,690 New
RAM
1722
Roanoke Asset Management
New Jersey
$341K – – –
WA
1723
WP Advisors
California
$340K +$1.6K +14 +0.5%
BWM
1724
Baron Wealth Management
Michigan
$339K -$197K -1,729 -39%
KWM
1725
Kolinsky Wealth Management
New Jersey
$339K -$7.87K -69 -3%
67 68
69
70 71