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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1876
PBMares Wealth Management
Virginia
$557K -$19.9K -233 -3%
ITIM
1877
Indiana Trust & Investment Management
Indiana
$557K -$98.9K -1,158 -14%
MTWM
1878
Masso Torrence Wealth Management
New Jersey
$556K +$87.1K +1,020 +17%
DBIA
1879
Dumont & Blake Investment Advisors
New Jersey
$556K -$10.1K -118 -2%
NCM
1880
NCM Capital Management
New Jersey
$556K -$18.8K -220 -3%
WFA
1881
Wellspring Financial Advisors
Ohio
$555K +$7.86K +92 +1%
WAG
1882
Wallace Advisory Group
California
$555K +$9.82K +115 +2%
ECG
1883
Edge Capital Group
Georgia
$553K +$65.3K +765 +13%
PFSC
1884
Peoples Financial Services Corp
Pennsylvania
$550K -$8.54K -100 -1%
PSP
1885
Principal Street Partners
Tennessee
$550K -$106K -1,242 -15%
IIM
1886
Ipswich Investment Management
Massachusetts
$549K -$30.8K -361 -5%
CW
1887
CreativeOne Wealth
Kansas
$549K -$1.5M -17,510 -72%
WP
1888
WealthSpring Partners
California
$549K -$14.3K -168 -2%
HR
1889
Hardy Reed
Mississippi
$548K -$30.7K -359 -5%
HWM
1890
Hohimer Wealth Management
Washington
$548K -$25.8K -302 -4%
GHA
1891
GW Henssler & Associates
Georgia
$547K +$20.5K +240 +4%
FAM
1892
Formidable Asset Management
Ohio
$547K +$13.6K +159 +2%
FFP
1893
FourThought Financial Partners
Florida
$546K +$81.5K +954 +16%
SIA
1894
Soltis Investment Advisors
Utah
$546K -$14.2K -166 -2%
AAS
1895
Annex Advisory Services
Wisconsin
$544K -$63.5K -743 -10%
9WM
1896
9258 Wealth Management
Ohio
$544K -$25K -293 -4%
PIA
1897
Pinion Investment Advisors
Kansas
$543K +$237K +2,770 +71%
JIR
1898
James Investment Research
Ohio
$542K -$13K -152 -2%
CNC
1899
Citizens & Northern Corp
Pennsylvania
$542K -$6.15K -72 -1%
BA
1900
Bridgewater Associates
Connecticut
$541K -$147K -1,724 -21%
74 75
76
77 78