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Name Holding Trade Value Shares
Change 		Change in
Stake
FDDB
2626
Fidelity D&D Bancorp
Pennsylvania
$555K -$84.6K -600 -13%
BOM
2627
Bank of Marin
California
$555K -$127K -900 -19%
DA
2628
Drake & Associates
Wisconsin
$555K +$73.9K +524 +16%
RA
2629
Riversedge Advisors
Delaware
$554K -$37.5K -266 -6%
EWA
2630
Encompass Wealth Advisors
Oregon
$554K +$564 +4 +0.1%
NRC
2631
New Republic Capital
North Carolina
$552K +$25.8K +183 +5%
MCA
2632
Maryland Capital Advisors
Maryland
$552K – – –
UWPG
2633
Ullmann Wealth Partners Group
Florida
$552K -$32.3K -229 -6%
RWM
2634
Riverbend Wealth Management
South Carolina
$552K -$351K -2,489 -39%
BWP
2635
Bernardo Wealth Planning
Pennsylvania
$551K +$8.04K +57 +2%
VIPI
2636
Vista Investment Partners II
Indiana
$551K -$23.5K -167 -4%
PWM
2637
Prentice Wealth Management
New York
$551K +$14.7K +104 +3%
JSAM
2638
J. Safra Asset Management
New York
$551K +$33.7K +239 +7%
CFA
2639
Capstone Financial Advisors
Illinois
$550K +$94K +667 +21%
MCCA
2640
Mill Creek Capital Advisors
Pennsylvania
$550K -$83.6K -593 -13%
WWM
2641
Waterway Wealth Management
Texas
$550K -$593K -4,205 -52%
BFG
2642
Bouchey Financial Group
New York
$549K +$356K +2,524 +192%
OIM
2643
Oder Investment Management
California
$548K +$2.12K +15 +0.4%
SIA
2644
SeaBridge Investment Advisors
New Jersey
$548K -$87.7K -622 -14%
COCM
2645
Charter Oak Capital Management
New Hampshire
$547K +$43K +305 +9%
WP
2646
Westmount Partners
California
$546K -$57.4K -407 -10%
NCMW
2647
Northern Capital Management (Washington)
Washington
$545K -$2.12K -15 -0.4%
KWM
2648
Keebeck Wealth Management
Illinois
$545K +$53K +376 +11%
RGC
2649
Roberts, Glore & Co
Illinois
$545K -$1.69K -12 -0.3%
PPWM
2650
Paragon Private Wealth Management
Kentucky
$543K -$154K -1,095 -22%
104 105
106
107 108