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