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Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
2551
National Philanthropic Trust
Pennsylvania
$302K – – –
BG
2552
Bollard Group
Massachusetts
$301K +$2.33K +48 +0.9%
KBFS
2553
Kohmann Bosshard Financial Services
Ohio
$301K +$632 +13 +0.2%
FA
2554
Fermata Advisors
California
$300K +$274K +5,630 New
PIAS
2555
PCA Investment Advisory Services
Ohio
$299K +$40K +823 +17%
PFA
2556
Pathway Financial Advisors
Vermont
$299K -$6.08K -125 -2%
YCG
2557
Yeomans Consulting Group
Georgia
$299K -$8.12K -167 -3%
EL
2558
EWA LLC
Pennsylvania
$298K +$251K +5,151 New
CW
2559
Channel Wealth
California
$298K -$40.9K -840 -13%
WMP
2560
Wealth Management Partners
Arizona
$296K -$19.9K -410 -7%
AMCA
2561
Arthur M. Cohen & Associates
Illinois
$296K -$94.1K -1,935 -26%
AWG
2562
Altus Wealth Group
Colorado
$293K -$22.8K -468 -8%
IAG
2563
Investment Advisory Group
Massachusetts
$293K +$4.57K +94 +2%
CAL
2564
Capital Advisors Ltd
Ohio
$293K -$134K -2,745 -33%
III
2565
Independent Investors Inc
New York
$293K – – –
SJL
2566
Shayne & Jacobs LLC
Tennessee
$293K – – –
CSWG
2567
Cardinal Strategic Wealth Guidance
Kentucky
$293K – – –
AIA
2568
Armor Investment Advisors
North Carolina
$292K – – –
FWM
2569
Fingerlakes Wealth Management
New York
$292K +$2.19K +45 +0.8%
FL
2570
Fort LP
Maryland
$292K -$49 -1 -0%
ACM
2571
Alpha Capital Management
Texas
$292K +$3.7K +76 +1%
UL
2572
Unionview LLC
Washington
$292K -$11.8K -243 -4%
RBC
2573
Roble Belko & Company
Pennsylvania
$291K – – –
S
2574
Sunpointe
Missouri
$291K -$32.2K -662 -11%
TCWA
2575
Turtle Creek Wealth Advisors
Texas
$290K +$37.4K +768 +16%
101 102
103
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