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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2501
Bernardo Wealth Planning
Pennsylvania
$226K +$25K +293 +12%
LW
2502
Linscomb Wealth
Texas
$226K -$33K -386 -12%
NCM
2503
Northwest Capital Management
Oregon
$225K – – –
GWCM
2504
Godshalk Welsh Capital Management
Pennsylvania
$224K -$188K -2,200 -44%
SMA
2505
Sage Mountain Advisors
Georgia
$223K -$67.8K -794 -22%
WWM
2506
Windsor Wealth Management
Indiana
$223K -$50K -586 -18%
PCM
2507
Pennsylvania Capital Management
Pennsylvania
$223K +$32.8K +384 +16%
OWM
2508
Opes Wealth Management
California
$223K +$27.2K +318 +13%
HI
2509
Hudock Inc
Pennsylvania
$222K +$20.4K +239 +10%
CSB
2510
City State Bank
Iowa
$222K -$939 -11 -0.4%
IPW
2511
Invictus Private Wealth
Colorado
$222K -$4.21M -49,308 -95%
GAA
2512
Global Assets Advisory
Florida
$221K +$233K +2,730 New
AIM
2513
Aigen Investment Management
New York
$221K -$3M -35,180 -93%
BDFN
2514
Bond & Devick Financial Network
Minnesota
$221K -$256K -3,000 -52%
FDDB
2515
Fidelity D&D Bancorp
Pennsylvania
$221K +$233K +2,728 New
AWM
2516
Austin Wealth Management
Texas
$221K +$197K +2,301 New
SFC
2517
Strategic Financial Concepts
Texas
$220K -$8.71K -102 -4%
SFM
2518
Signet Financial Management
New Jersey
$220K -$2.9K -34 -1%
KIG
2519
Kennedy Investment Group
New Jersey
$220K +$17K +199 +8%
SFB
2520
STAR Financial Bank
Indiana
$220K -$11.3K -132 -5%
SIM
2521
SSI Investment Management
California
$220K -$13.2K -154 -5%
VT
2522
Vise Technologies
New York
$219K -$47.5K -556 -17%
AMR
2523
Asset Management Resources
Massachusetts
$218K +$29K +339 +14%
MSFP
2524
Mark Sheptoff Financial Planning
Connecticut
$218K -$1.88K -22 -0.8%
BAM
2525
Bellevue Asset Management
Washington
$218K -$3.76K -44 -2%
99 100
101
102 103