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Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1776
Fortitude Advisory Group
Washington
$337K +$4.78K +57 +1%
SOS
1777
Silver Oak Securities
Tennessee
$336K -$25.6K -305 -6%
KOCAA
1778
Knights of Columbus Asset Advisors
Connecticut
$335K +$11.3K +135 +3%
BMWM
1779
Brown Miller Wealth Management
Virginia
$333K -$6.79K -81 -2%
MA
1780
MJP Associates
Connecticut
$332K +$4.44K +53 +1%
AFT
1781
Alpha Family Trust
California
$331K +$164K +1,960 +78%
AC
1782
Allstate Corporation
Illinois
$330K -$3.46M -41,207 -90%
VA
1783
Valmark Advisers
Ohio
$328K +$20.8K +248 +6%
CWM
1784
Congress Wealth Management
Massachusetts
$327K -$309K -3,683 -46%
FC
1785
Fulcrum Capital
Washington
$327K +$33.5K +400 +10%
WOSD
1786
WFA of San Diego
California
$327K -$130K -1,546 -26%
TF
1787
TimeScale Financial
Massachusetts
$326K +$18.2K +217 +5%
DBT
1788
Dubuque Bank & Trust
Iowa
$326K -$5.87K -70 -2%
ABLA
1789
Alan B. Lancz & Associates
Ohio
$326K – – –
CPSC
1790
Carl P. Sherr & Co
Massachusetts
$325K – – –
WS
1791
Wela Strategies
Georgia
$325K +$366K +4,367 New
CWM
1792
Centurion Wealth Management
Virginia
$324K -$16.6K -198 -4%
OIA
1793
Optimum Investment Advisors
Illinois
$324K -$30.8K -367 -8%
KCFA
1794
Key Client Fiduciary Advisors
New Jersey
$323K +$14.6K +174 +4%
JCIA
1795
Jackson Creek Investment Advisors
Colorado
$323K -$414K -4,932 -53%
TAIM
1796
TD Ameritrade Investment Management
Nebraska
$323K -$115K -1,376 -24%
RDWM
1797
Red Door Wealth Management
Tennessee
$317K +$44.6K +532 +14%
NF
1798
Norwood Financial
Pennsylvania
$317K – – –
EAM
1799
Empirical Asset Management
Massachusetts
$316K -$570K -6,793 -62%
EHAM
1800
Eagle Harbor Asset Management
Washington
$316K +$28.1K +335 +9%
70 71
72
73 74