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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1851
Impact Capital Partners
Colorado
$230K -$114K -1,270 -33%
SSC
1852
Syverson Strege & Co
Iowa
$230K +$230K +2,559 New
AAG
1853
Armstrong Advisory Group
Massachusetts
$229K -$61.9K -688 -21%
CPIA
1854
Cornell Pochily Investment Advisors
New York
$229K -$14.6K -162 -6%
WF
1855
Wayfinding Financial
Washington
$229K -$39.9K -444 -15%
MFG
1856
Midwest Financial Group
Kansas
$229K – – –
CI
1857
Corient IA
Florida
$229K – – –
CRIG
1858
Charter Research & Investment Group
Connecticut
$228K – – –
HL
1859
HeadInvest LLC
Maine
$228K -$73.6K -818 -24%
GCA
1860
Gallagher Capital Advisors
Texas
$228K +$1.89K +21 +0.9%
QPWM
1861
Quadrant Private Wealth Management
Pennsylvania
$227K +$12.5K +139 +6%
TAM
1862
Tucker Asset Management
Colorado
$226K +$14.5K +161 +7%
RG
1863
Renaissance Group
Kentucky
$225K -$27.6K -307 -11%
HC
1864
Hourglass Capital
Texas
$225K – – –
AAS
1865
AdviceOne Advisory Services
Connecticut
$225K +$1.89K +21 +0.8%
SIC
1866
Shoker Investment Counsel
Ohio
$224K -$270 -3 -0.1%
AGC
1867
Aspen Grove Capital
Colorado
$224K -$26.3K -292 -10%
TYCC
1868
Texas Yale Capital Corp
Florida
$224K -$1.84M -20,420 -89%
VNA
1869
Valley National Advisers
Pennsylvania
$223K +$49.7K +552 +28%
KA
1870
Kearns & Associates
California
$223K – – –
FDDB
1871
Fidelity D&D Bancorp
Pennsylvania
$222K +$5.49K +61 +3%
WCM
1872
Wedge Capital Management
North Carolina
$222K +$2.16K +24 +1%
PWM
1873
Proathlete Wealth Management
Florida
$222K +$360 +4 +0.2%
SI
1874
Saxon Interests
Texas
$221K – – –
WA1
1875
Wimmer Associates 1
California
$221K – – –
73 74
75
76 77