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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
2326
Greystone Financial Group
Michigan
$295K +$311K +3,644 New
HFW
2327
Horizon Family Wealth
Illinois
$295K +$31.5K +369 +11%
BC
2328
Barrett & Company
Rhode Island
$295K -$21.4K -250 -6%
AA
2329
AlphaQ Advisors
Florida
$294K -$87.9K -1,029 -22%
OCM
2330
Osterweis Capital Management
California
$294K – – –
ACM
2331
Advance Capital Management
Michigan
$294K -$17.3K -203 -5%
FNC
2332
First National Corp
Massachusetts
$294K – – –
CAS
2333
Coppell Advisory Solutions
Texas
$294K +$32.8K +384 +13%
CHA
2334
Carmichael Hill & Associates
Maryland
$293K -$11.5K -135 -4%
KFA
2335
Kelleher Financial Advisors
New York
$292K +$854 +10 +0.3%
DDC
2336
DF Dent & Co
Maryland
$292K -$169K -1,978 -35%
LFP
2337
Lakeshore Financial Planning
Michigan
$292K +$308K +3,604 New
CCM
2338
Crew Capital Management
Ohio
$292K -$1.11K -13 -0.4%
CC
2339
Callan Capital
California
$290K +$32.9K +385 +12%
DWP
2340
Destiny Wealth Partners
Florida
$290K – – –
JWBC
2341
John W. Bristol & Co
New York
$289K -$26.4M -309,610 -99%
AA
2342
Aufman Associates
Pennsylvania
$289K – – –
TC
2343
Truvestments Capital
Florida
$289K +$20.5K +240 +7%
SFC
2344
SYM Financial Corp
Indiana
$289K +$304K +3,562 New
RFN
2345
Redwood Financial Network
Ohio
$288K -$4.01K -47 -1%
CFC
2346
Coyle Financial Counsel
Illinois
$288K – – –
CB
2347
CNB Bank
Pennsylvania
$287K +$28.4K +333 +10%
LF
2348
Lantz Financial
Illinois
$287K +$6.49K +76 +2%
CT
2349
Coastline Trust
Rhode Island
$286K -$174K -2,034 -37%
HGERS
2350
Householder Group Estate & Retirement Specialist
Arizona
$286K +$301K +3,528 New
92 93
94
95 96