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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
3351
Rowlandmiller & Partners
Georgia
$231K – – –
VDC
3352
Van Diest Capital
Iowa
$231K +$223K +2,999 New
PHAM
3353
Palisades Hudson Asset Management
Florida
$231K – – –
LWM
3354
LJI Wealth Management
Indiana
$229K +$1.34K +18 +0.6%
DI
3355
Disciplined Investors
Texas
$229K +$221K +2,974 New
MIM
3356
Moseley Investment Management
Florida
$229K -$42.1K -568 -16%
MSG
3357
Main Street Group
Virginia
$229K +$20.3K +273 +10%
B
3358
Birchbrook
Maine
$229K +$4.38K +59 +2%
BSI
3359
Bennett Selby Investments
Maine
$228K – – –
TF
3360
Tenzing Financial
Virginia
$228K +$219K +2,954 New
WIA
3361
Westbourne Investment Advisors
Maryland
$227K -$3.86K -52 -2%
FDW
3362
Fourth Dimension Wealth
Ohio
$227K +$207K +2,784 +1,719%
IFPG
3363
Intrepid Financial Planning Group
Indiana
$227K -$18.2K -245 -8%
WG
3364
Wellington Group
Indiana
$225K +$217K +2,927 New
OCG
3365
Opus Capital Group
Ohio
$225K -$47K -633 -18%
VPP
3366
Vertex Planning Partners
Illinois
$225K -$107K -1,438 -33%
AA
3367
Alesco Advisors
New York
$225K +$216K +2,916 New
AM
3368
Atwater Malick
Pennsylvania
$224K +$216K +2,909 New
B
3369
Bensler
Washington
$224K +$216K +2,907 New
PA
3370
ProCore Advisors
California
$224K +$215K +2,903 New
CWM
3371
Chemistry Wealth Management
New York
$223K -$14.2K -191 -6%
TAM
3372
Townsend Asset Management
North Carolina
$223K +$215K +2,892 New
AWA
3373
A4 Wealth Advisors
North Carolina
$223K +$215K +2,891 New
AF
3374
ASL Financial
California
$222K +$214K +2,881 New
CPSC
3375
Carl P. Sherr & Co
Massachusetts
$222K +$210K +2,831 New
133 134
135
136 137