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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1726
Legacy Advisors
Pennsylvania
$491K +$87.7K +949 +25%
APWM
1727
Atlas Private Wealth Management
New York
$490K -$9.24K -100 -2%
MIP
1728
Marietta Investment Partners
Wisconsin
$490K – – –
BFA
1729
Benedict Financial Advisors
Georgia
$490K +$1.85K +20 +0.4%
RIA
1730
Richwood Investment Advisors
Ohio
$487K +$436K +4,717 New
PPWM
1731
PFG Private Wealth Management
Florida
$486K +$14.2K +154 +3%
SCFS
1732
S.C. Financial Services
Arizona
$481K +$422K +4,571 New
SFA
1733
Souders Financial Advisors
Ohio
$480K -$2.81M -30,412 -87%
JPLA
1734
Joseph P. Lucia & Associates
New York
$478K -$134K -1,452 -24%
AIP
1735
Almanack Investment Partners
Pennsylvania
$477K -$8.32K -90 -2%
RB
1736
Rodgers Brothers
Pennsylvania
$476K -$6.65K -72 -2%
PFSC
1737
Peoples Financial Services Corp
Pennsylvania
$476K – – –
FWSM
1738
First Wilshire Securities Management
California
$475K – – –
CWM
1739
Cadence Wealth Management
Massachusetts
$474K – – –
PCM
1740
Pennsylvania Capital Management
Pennsylvania
$472K +$423K +4,575 New
MS
1741
Madden Securities
Texas
$465K -$28.9K -313 -6%
AG
1742
Appleton Group
Wisconsin
$465K -$1.48K -16 -0.4%
SMF
1743
Sterling Manor Financial
New York
$465K +$417K +4,511 New
DWM
1744
Defined Wealth Management
Oregon
$462K – – –
SFM
1745
Signet Financial Management
New Jersey
$460K -$35.9K -389 -8%
JCM
1746
J2 Capital Management
Michigan
$460K +$412K +4,456 New
EWS
1747
Evergreen Wealth Solutions
Pennsylvania
$459K +$411K +4,447 New
BOS
1748
Bank of Stockton
California
$458K – – –
ASFA
1749
All Season Financial Advisors
Colorado
$457K -$9.7K -105 -2%
PAI
1750
Pittenger & Anderson Inc
Nebraska
$457K – – –
68 69
70
71 72