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Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
2676
Alan B. Lancz & Associates
Ohio
$434K – – –
PHAM
2677
Palisades Hudson Asset Management
Florida
$433K – – –
JBA
2678
Johnson Bixby & Associates
Washington
$433K +$1.75K +10 +0.4%
SCP
2679
Silverleafe Capital Partners
Tennessee
$433K +$873 +5 +0.2%
AFC
2680
AFT Forsyth & Company
Florida
$432K +$17.5K +100 +4%
HFP
2681
Holistic Financial Partners
Indiana
$432K -$30.9K -177 -7%
PCM
2682
Pointe Capital Management
Michigan
$431K -$34.9K -200 -8%
MHB
2683
Midwest Heritage Bank
Iowa
$431K +$175K +1,000 +71%
SFC
2684
SYM Financial Corp
Indiana
$429K +$873 +5 +0.2%
TC
2685
TAP Consulting
Missouri
$427K +$1.05K +6 +0.3%
THWM
2686
Taylor Hoffman Wealth Management
Virginia
$426K -$767K -4,395 -65%
MC
2687
Matisse Capital
Oregon
$424K +$412K +2,363 New
IWP
2688
Innova Wealth Partners
Pennsylvania
$423K +$52.4K +300 +15%
CWA
2689
Clarus Wealth Advisors
Arizona
$422K -$65.8K -377 -14%
HFM
2690
Hartford Funds Management
Pennsylvania
$422K +$410K +2,351 New
TP
2691
Tranquility Partners
Tennessee
$421K +$61.1K +350 +18%
NPF
2692
Norris Perne & French
Michigan
$420K – – –
KIG
2693
Kennedy Investment Group
New Jersey
$420K +$408K +2,338 New
FFG
2694
Frisch Financial Group
New York
$418K +$1.92K +11 +0.5%
MWP
2695
Madison Wealth Partners
Wisconsin
$417K +$21.1K +121 +5%
RSA
2696
River Street Advisors
Illinois
$416K +$404K +2,317 New
SFG
2697
Sather Financial Group
Texas
$414K – – –
PCA
2698
Prosperity Capital Advisors
Ohio
$412K +$401K +2,297 New
CP
2699
Castleview Partners
Texas
$410K +$48.2K +276 +14%
BC
2700
Bowman & Company
Wisconsin
$409K -$74.3K -426 -16%
106 107
108
109 110