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Name Holding Trade Value Shares
Change 		Change in
Stake
HAFS
3351
Hapanowicz & Associates Financial Services
Pennsylvania
$233K – – –
AFWM
3352
Arta Finance Wealth Management
California
$233K +$225K +3,035 New
BFS
3353
Beacon Financial Strategies
North Carolina
$232K -$9.72K -131 -4%
OW
3354
Olistico Wealth
Oklahoma
$231K – – –
TCM
3355
TruNorth Capital Management
Michigan
$231K +$70.8K +954 +47%
RP
3356
Rowlandmiller & Partners
Georgia
$231K – – –
VDC
3357
Van Diest Capital
Iowa
$231K +$223K +2,999 New
PHAM
3358
Palisades Hudson Asset Management
Florida
$231K – – –
LWM
3359
LJI Wealth Management
Indiana
$229K +$1.34K +18 +0.6%
DI
3360
Disciplined Investors
Texas
$229K +$221K +2,974 New
MIM
3361
Moseley Investment Management
Florida
$229K -$42.1K -568 -16%
MSG
3362
Main Street Group
Virginia
$229K +$20.3K +273 +10%
B
3363
Birchbrook
Maine
$229K +$4.38K +59 +2%
BSI
3364
Bennett Selby Investments
Maine
$228K – – –
TF
3365
Tenzing Financial
Virginia
$228K +$219K +2,954 New
WIA
3366
Westbourne Investment Advisors
Maryland
$227K -$3.86K -52 -2%
FDW
3367
Fourth Dimension Wealth
Ohio
$227K +$207K +2,784 +1,719%
IFPG
3368
Intrepid Financial Planning Group
Indiana
$227K -$18.2K -245 -8%
WG
3369
Wellington Group
Indiana
$225K +$217K +2,927 New
OCG
3370
Opus Capital Group
Ohio
$225K -$47K -633 -18%
VPP
3371
Vertex Planning Partners
Illinois
$225K -$107K -1,438 -33%
AA
3372
Alesco Advisors
New York
$225K +$216K +2,916 New
AM
3373
Atwater Malick
Pennsylvania
$224K +$216K +2,909 New
B
3374
Bensler
Washington
$224K +$216K +2,907 New
PA
3375
ProCore Advisors
California
$224K +$215K +2,903 New
133 134
135
136 137