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Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
3476
Kohmann Bosshard Financial Services
Ohio
$227K -$28.2K -182 -11%
RWS
3477
Rochester Wealth Strategies
Michigan
$227K – – –
DCBT
3478
Dakota Community Bank & Trust
North Dakota
$226K +$15.8K +102 +8%
HWM
3479
Hobbs Wealth Management
Indiana
$226K +$226K +1,458 New
AA
3480
ACT Advisors
North Carolina
$226K +$225K +1,455 New
IA
3481
IAM Advisory
Pennsylvania
$226K +$225K +1,452 New
EPIME
3482
Evelyn Partners Investment Management (Europe)
$225K – – –
OWM
3483
Opes Wealth Management
California
$225K +$3.1K +20 +1%
CM
3484
CoreCommodity Management
Connecticut
$225K -$141K -909 -39%
HB
3485
Horizon Bancorp
Indiana
$225K -$247K -1,597 -52%
FFO
3486
Fortitude Family Office
Arizona
$225K +$9.91K +64 +5%
NI
3487
NDVR Inc
Massachusetts
$225K +$224K +1,448 New
CPC
3488
Consolidated Planning Corp
Georgia
$224K +$224K +1,444 New
SIM
3489
SSI Investment Management
California
$224K – – –
PGAM
3490
Princeton Global Asset Management
New Jersey
$224K -$54.2K -350 -20%
GWM
3491
Gitterman Wealth Management
New Jersey
$224K +$223K +1,441 New
CCC
3492
Compass Capital Corp
Massachusetts
$224K -$90.8K -586 -29%
O
3493
Ossiam
France
$224K -$12.4M -79,919 -98%
RLWM
3494
RF&L Wealth Management
Massachusetts
$224K -$31K -200 -12%
Q1WB
3495
Quest 10 Wealth Builders
Virginia
$223K -$6.2K -40 -3%
LRIA
3496
Leonard Rickey Investment Advisors
Washington
$223K -$7.43K -48 -3%
SF
3497
Seek First
California
$223K -$1.7K -11 -0.8%
TIA
3498
Tandem Investment Advisors
South Carolina
$223K +$4.49K +29 +2%
CWA
3499
Consilio Wealth Advisors
Washington
$223K +$222K +1,435 New
DIP
3500
Davis Investment Partners
North Carolina
$223K -$741K -4,787 -77%
138 139
140
141 142