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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2601
AJ Advisors
Tennessee
$314K +$16.7K +160 +7%
WIP
2602
WealthCare Investment Partners
Rhode Island
$313K +$268K +2,562 New
BOPW
2603
Brandywine Oak Private Wealth
Pennsylvania
$313K -$18.8K -180 -7%
LRIA
2604
Leonard Rickey Investment Advisors
Washington
$312K +$13.4K +128 +5%
UW
2605
Unique Wealth
Florida
$311K +$7.52K +72 +3%
FDDB
2606
Fidelity D&D Bancorp
Pennsylvania
$311K +$836 +8 +0.3%
LD
2607
Lipe & Dalton
New York
$311K – – –
ECAM
2608
East Coast Asset Management
Massachusetts
$311K – – –
NRC
2609
New Republic Capital
North Carolina
$310K -$57.2K -548 -18%
CAL
2610
Capital Advisors Ltd
Ohio
$310K +$12K +115 +5%
CFP
2611
Cascade Financial Partners
California
$310K +$284K +2,716 New
NWA
2612
Navis Wealth Advisors
New York
$309K -$30.5K -292 -10%
VCM
2613
Versant Capital Management
Arizona
$309K +$14.1K +135 +6%
SFB
2614
STAR Financial Bank
Indiana
$309K -$23.5K -225 -8%
TFA
2615
Teamwork Financial Advisors
Texas
$309K -$16.6K -159 -6%
FL
2616
FreeGulliver LLC
Louisiana
$309K +$2.09K +20 +0.8%
GAM
2617
Gould Asset Management
California
$308K – – –
WWC
2618
Waypoint Wealth Counsel
Georgia
$308K -$52.2K -500 -17%
IP
2619
Ignite Planners
California
$308K -$31.2K -299 -11%
NFA
2620
Northwest Financial Advisors
Virginia
$308K -$1.36K -13 -0.5%
TLA
2621
Tanglewood Legacy Advisors
Texas
$308K – – –
RWM
2622
Rockline Wealth Management
New York
$307K -$19.7K -189 -7%
RS
2623
Rakuten Securities
Japan
$306K -$311K -2,978 -54%
YLHM
2624
Yelin Lapidot Holdings Management
Israel
$306K – – –
BCM
2625
Brookmont Capital Management
Texas
$305K +$261K +2,494 New
103 104
105
106 107