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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1776
Patron Partners
Texas
$263K -$7.71K -101 -3%
HR
1777
Howe & Rusling
New York
$262K +$6.11K +80 +2%
AL
1778
Aspiriant LLC
California
$262K -$29K -380 -10%
FB
1779
First Bancorp
Maine
$262K -$16.3K -213 -6%
SF
1780
Symphony Financial
Texas
$261K -$42.3K -554 -14%
QP
1781
Quilter Plc
United Kingdom
$261K +$15.3K +200 +7%
RG
1782
Renaissance Group
Kentucky
$261K +$20.6K +270 +9%
1WA
1783
180 Wealth Advisors
Washington
$259K -$1.53M -19,967 -86%
CPIA
1784
Cornell Pochily Investment Advisors
New York
$259K +$32.3K +423 +15%
OL
1785
OneFund LLC
Florida
$258K -$12.1K -158 -5%
ASG
1786
Ariston Services Group
California
$257K +$46.7K +611 +23%
BFM
1787
Boothbay Fund Management
New York
$256K -$3.9M -51,037 -94%
TA
1788
TrueWealth Advisors
Alabama
$256K -$17.3K -226 -7%
HS
1789
Horan Securities
United States
$255K -$2.06K -27 -0.8%
FDDB
1790
Fidelity D&D Bancorp
Pennsylvania
$255K -$4.13K -54 -2%
RWS
1791
Resolute Wealth Strategies
Mississippi
$254K +$40K +523 +20%
MHIC
1792
Marble Harbor Investment Counsel
Massachusetts
$254K -$76.4K -1,000 -24%
DG
1793
DMC Group
Alabama
$252K -$145K -1,900 -38%
CFO
1794
Callan Family Office
Pennsylvania
$252K +$31.7K +415 +15%
MWPCG
1795
Measured Wealth Private Client Group
New Hampshire
$252K +$241K +3,158 New
RFS
1796
Retirement Financial Solutions
Tennessee
$252K – – –
AC
1797
Apella Capital
Connecticut
$251K +$3.59K +47 +1%
IIM
1798
Ipswich Investment Management
Massachusetts
$250K – – –
MWC
1799
MBM Wealth Consultants
Missouri
$250K -$3.29K -43 -1%
LGA
1800
Lebenthal Global Advisors
New York
$250K +$6.72K +88 +3%
70 71
72
73 74