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Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
2776
Optivise Advisory Services
Tennessee
$296K +$286 +5 +0.1%
I
2777
IMPACTfolio
Colorado
$296K – – –
RFN
2778
Redwood Financial Network
Ohio
$295K -$2.46K -43 -0.9%
BSSFA
2779
Baron Silver Stevens Financial Advisors
Florida
$295K – – –
VFG
2780
V2 Financial group
Illinois
$294K -$11.3K -198 -4%
RBWA
2781
RFG - Bristol Wealth Advisors
Massachusetts
$294K +$284K +4,966 New
OCPWS
2782
One Charles Private Wealth Services
Massachusetts
$294K -$12.3K -216 -4%
MGAM
2783
McGowan Group Asset Management
Texas
$293K +$457 +8 +0.2%
PCMN
2784
Paradigm Capital Management (Nevada)
Nevada
$293K -$11.3K -198 -4%
ZAM
2785
Zevin Asset Management
Massachusetts
$293K +$2.17K +38 +0.8%
BC
2786
Broadwater Capital
Massachusetts
$293K – – –
SWRP
2787
Summit Wealth & Retirement Planning
California
$293K +$114 +2 +0%
WG
2788
Watchman Group
Texas
$293K -$97.1K -1,701 -26%
FDDB
2789
Fidelity D&D Bancorp
Pennsylvania
$292K -$69.7K -1,220 -20%
VAF
2790
Values Added Financial
District of Columbia
$291K +$281K +4,923 New
SI
2791
Sava Infond
Slovenia
$291K +$281K +4,920 New
FWM
2792
Fingerlakes Wealth Management
New York
$291K -$33.3K -583 -11%
ACP
2793
Argyle Capital Partners
California
$290K +$279K +4,892 New
USWIA
2794
UP Strategic Wealth Investment Advisors
Pennsylvania
$289K +$279K +4,889 New
EFP
2795
Elser Financial Planning
Indiana
$289K +$279K +4,888 New
PA
2796
PSI Advisors
Florida
$289K -$45.9K -804 -14%
AIP
2797
Almanack Investment Partners
Pennsylvania
$289K +$5.2K +91 +2%
SFS
2798
Sharp Financial Services
Pennsylvania
$289K -$133K -2,325 -32%
GI
2799
GLOBALT Investments
Georgia
$288K – – –
MS
2800
Madden Securities
Texas
$288K – – –
110 111
112
113 114