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Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
3026
Uptown Financial Advisors
Texas
$340K – – –
PF
3027
Prota Financial
Texas
$340K -$62.3K -796 -15%
NFP
3028
Narus Financial Partners
Utah
$339K +$9.63K +123 +3%
GWA
3029
Gratus Wealth Advisors
Virginia
$339K +$27.6K +352 +9%
PCMN
3030
Paradigm Capital Management (Nevada)
Nevada
$338K +$78 +1 +0%
WP
3031
WealthPLAN Partners
Nebraska
$337K -$29.2K -373 -8%
TWA
3032
Talisman Wealth Advisors
New Jersey
$337K -$133K -1,701 -28%
LSA
3033
Lansing Street Advisors
Pennsylvania
$336K -$18.3K -234 -5%
BC
3034
Brio Consultants
California
$336K -$13.7K -175 -5%
AMIM
3035
Aull & Monroe Investment Management
Alabama
$336K – – –
PBC
3036
Pavion Blue Capital
California
$336K -$13.4K -171 -4%
RBWA
3037
RFG - Bristol Wealth Advisors
Massachusetts
$335K -$9.94K -127 -3%
OA
3038
Oxbow Advisors
Texas
$335K -$274K -3,503 -45%
WWA
3039
Wealth Watch Advisors
Colorado
$335K +$199K +2,541 +143%
ZAM
3040
Zevin Asset Management
Massachusetts
$334K – – –
BBA
3041
Braun-Bostich & Associates
Pennsylvania
$334K -$49.6K -633 -13%
HAS
3042
Holland Advisory Services
Florida
$334K +$1.1K +14 +0.3%
BWFA
3043
Baltimore-Washington Financial Advisors
Maryland
$333K +$56.7K +724 +20%
BHIA
3044
Birch Hill Investment Advisors
Massachusetts
$333K -$37.4K -478 -10%
JC
3045
JM2 Capital
Oklahoma
$333K +$1.64K +21 +0.5%
FIC
3046
FCG Investment Company
Tennessee
$333K +$336K +4,289 New
TI
3047
Truepoint Inc
Ohio
$332K +$15.3K +196 +5%
WIM
3048
Wiregrass Investment Management
Georgia
$332K +$78 +1 +0%
I
3049
INVST
Indiana
$332K +$13.8K +176 +4%
EF
3050
Entrust Financial
Pennsylvania
$332K -$3.29K -42 -1%
120 121
122
123 124