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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
2801
Black Diamond Financial
Maryland
$554K -$125K -821 -18%
CRIG
2802
Charter Research & Investment Group
Connecticut
$553K – – –
AWAU
2803
Alliance Wealth Advisors (Utah)
Utah
$553K -$119K -782 -18%
MWM
2804
Mindset Wealth Management
Indiana
$553K -$107K -700 -16%
OFO
2805
OneAscent Family Office
Alabama
$553K +$62.1K +408 +13%
GHA
2806
Granite Harbor Advisors
Texas
$552K – – –
RFA
2807
ROI Financial Advisors
Oregon
$552K -$14.5K -95 -3%
CWIG
2808
Chung Wu Investment Group
Texas
$552K -$53.3K -350 -9%
WFAG
2809
Wescott Financial Advisory Group
Pennsylvania
$551K -$98.8K -649 -15%
VMMC
2810
V.M. Manning & Co
South Carolina
$551K -$30.5K -200 -5%
CA
2811
Crumly & Associates
Illinois
$550K -$78.7K -517 -13%
BWM
2812
BNB Wealth Management
Maryland
$549K +$549K +3,602 New
SWA
2813
SOA Wealth Advisors
New York
$548K -$415K -2,727 -43%
CFA
2814
Capstone Financial Advisors
Illinois
$548K -$42.2K -277 -7%
MA
2815
McBroom & Associates
Nevada
$548K – – –
BWA
2816
Blodgett Wealth Advisors
California
$548K -$3.35K -22 -0.6%
B
2817
BetterWealth
California
$548K -$25.6K -168 -4%
MPW
2818
MA Private Wealth
California
$547K – – –
SIC
2819
Sterling Investment Counsel
New York
$547K +$348K +2,285 +161%
RGC
2820
Roberts, Glore & Co
Illinois
$546K -$24.4K -160 -4%
BWFA
2821
Baltimore-Washington Financial Advisors
Maryland
$545K +$157K +1,034 +41%
FDDB
2822
Fidelity D&D Bancorp
Pennsylvania
$545K -$43.1K -283 -7%
EV
2823
EJMK Ventures
Illinois
$544K +$544K +3,569 New
LJAC
2824
L.J. Altfest & Co
New York
$544K +$11.4K +75 +2%
HVP
2825
Hudson Value Partners
Florida
$543K – – –
111 112
113
114 115