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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3326
ARQ Wealth Advisors
Arizona
$238K +$519 +7 +0.2%
CCIA
3327
Cherry Creek Investment Advisors
Colorado
$238K +$519 +7 +0.2%
AWAP
3328
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$237K -$10.2K -137 -4%
PCM
3329
Poehling Capital Management
Wisconsin
$237K – – –
OCM
3330
Osterweis Capital Management
California
$236K – – –
BFAG
3331
Blackston Financial Advisory Group
Florida
$236K +$2.37K +32 +1%
MJP
3332
Michael J. Puzo
$236K -$7.42K -100 -3%
GFA
3333
Godfrey Financial Associates
New York
$236K +$227K +3,060 New
FDDB
3334
Fidelity D&D Bancorp
Pennsylvania
$235K +$226K +3,051 New
GSAM
3335
Grant Street Asset Management
Pennsylvania
$235K – – –
RHP
3336
Royal Harbor Partners
Texas
$235K – – –
NA
3337
Nautilus Advisors
California
$235K – – –
WMA
3338
William Mack & Associates
Michigan
$234K -$8.76K -118 -4%
CMTU
3339
Capital Markets Trading (UK)
United Kingdom
$234K -$11.9K -161 -5%
1IA
3340
1620 Investment Advisors
Massachusetts
$234K -$13K -175 -5%
CFD
3341
Creative Financial Designs
Indiana
$234K +$34K +458 +18%
CWM
3342
Castle Wealth Management
Florida
$234K – – –
W
3343
Wealthquest
Ohio
$234K +$225K +3,032 New
MS
3344
Monetary Solutions
Ohio
$233K +$225K +3,031 New
VI
3345
VanderPol Investments
Michigan
$233K -$36K -485 -14%
HAFS
3346
Hapanowicz & Associates Financial Services
Pennsylvania
$233K – – –
AFWM
3347
Arta Finance Wealth Management
California
$233K +$225K +3,035 New
BFS
3348
Beacon Financial Strategies
North Carolina
$232K -$9.72K -131 -4%
OW
3349
Olistico Wealth
Oklahoma
$231K – – –
TCM
3350
TruNorth Capital Management
Michigan
$231K +$70.8K +954 +47%
132 133
134
135 136