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Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
3051
Alan B. Lancz & Associates
Ohio
$424K – – –
USWIA
3052
UP Strategic Wealth Investment Advisors
Pennsylvania
$424K +$152 +1 +0%
CWG
3053
Crown Wealth Group
North Carolina
$423K +$55.1K +362 +15%
T
3054
TrustBank
Illinois
$423K +$422K +2,774 New
ACP
3055
Arcus Capital Partners
Georgia
$422K +$422K +2,771 New
VF
3056
Vawter Financial
Ohio
$422K -$2.59K -17 -0.6%
AWA
3057
Archvest Wealth Advisors
California
$422K +$64.3K +422 +18%
BF
3058
Brogan Financial
Tennessee
$421K +$3.81K +25 +0.9%
SFG
3059
Synergy Financial Group
California
$420K -$4.72K -31 -1%
HCP
3060
Hamilton Capital Partners
Georgia
$419K – – –
CA
3061
Cannon Advisors
North Carolina
$419K -$36.2K -238 -9%
STB
3062
S&T Bank
Pennsylvania
$419K -$2.29K -15 -0.5%
EHAM
3063
Eagle Harbor Asset Management
Washington
$418K +$3.2K +21 +0.8%
SRWM
3064
Shira Ridge Wealth Management
California
$417K +$77.2K +507 +23%
PWM
3065
Partners Wealth Management
California
$417K +$47.2K +310 +13%
AMM
3066
American Money Management
California
$417K +$61.4K +403 +17%
LSWP
3067
Liberty Square Wealth Partners
Pennsylvania
$416K +$15.2K +100 +4%
AWAP
3068
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$416K +$2.44K +16 +0.6%
FBFS
3069
First Business Financial Services
Wisconsin
$416K -$444K -2,918 -52%
EG
3070
Ellerson Group
Maryland
$416K -$3.05K -20 -0.7%
MG
3071
McHugh Group
Ohio
$415K – – –
PCM
3072
Prospera Capital Management
Arizona
$415K +$914 +6 +0.2%
PWM
3073
Parkshore Wealth Management
California
$413K -$11.7K -77 -3%
RBFC
3074
Roman Butler Fullerton & Co
Missouri
$413K +$1.07K +7 +0.3%
HWA
3075
HHM Wealth Advisors
Tennessee
$412K -$83.6K -549 -17%
121 122
123
124 125