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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
2326
EdgeRock Capital
Colorado
$296K +$311K +3,647 New
GFG
2327
Greystone Financial Group
Michigan
$295K +$311K +3,644 New
HFW
2328
Horizon Family Wealth
Illinois
$295K +$31.5K +369 +11%
BC
2329
Barrett & Company
Rhode Island
$295K -$21.4K -250 -6%
AA
2330
AlphaQ Advisors
Florida
$294K -$87.9K -1,029 -22%
OCM
2331
Osterweis Capital Management
California
$294K – – –
ACM
2332
Advance Capital Management
Michigan
$294K -$17.3K -203 -5%
FNC
2333
First National Corp
Massachusetts
$294K – – –
CAS
2334
Coppell Advisory Solutions
Texas
$294K +$32.8K +384 +13%
CHA
2335
Carmichael Hill & Associates
Maryland
$293K -$11.5K -135 -4%
KFA
2336
Kelleher Financial Advisors
New York
$292K +$854 +10 +0.3%
DDC
2337
DF Dent & Co
Maryland
$292K -$169K -1,978 -35%
LFP
2338
Lakeshore Financial Planning
Michigan
$292K +$308K +3,604 New
CCM
2339
Crew Capital Management
Ohio
$292K -$1.11K -13 -0.4%
CC
2340
Callan Capital
California
$290K +$32.9K +385 +12%
DWP
2341
Destiny Wealth Partners
Florida
$290K – – –
JWBC
2342
John W. Bristol & Co
New York
$289K -$26.4M -309,610 -99%
AA
2343
Aufman Associates
Pennsylvania
$289K – – –
TC
2344
Truvestments Capital
Florida
$289K +$20.5K +240 +7%
SFC
2345
SYM Financial Corp
Indiana
$289K +$304K +3,562 New
RFN
2346
Redwood Financial Network
Ohio
$288K -$4.01K -47 -1%
CFC
2347
Coyle Financial Counsel
Illinois
$288K – – –
CB
2348
CNB Bank
Pennsylvania
$287K +$28.4K +333 +10%
LF
2349
Lantz Financial
Illinois
$287K +$6.49K +76 +2%
CT
2350
Coastline Trust
Rhode Island
$286K -$174K -2,034 -37%
92 93
94
95 96