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Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
751
Journey Strategic Wealth
New Jersey
$232K +$205K +3,566 New
PWA
752
Phoenix Wealth Advisors
North Carolina
$231K +$204K +3,549 New
FBB
753
Fulton Breakefield Broenniman
Maryland
$231K -$77.6K -1,348 -28%
FIA
754
FPC Investment Advisory
California
$227K -$40.3K -700 -17%
PP
755
PDS Planning
Ohio
$226K +$200K +3,470 New
ABLA
756
Alan B. Lancz & Associates
Ohio
$226K +$200K +3,468 New
MWPCG
757
Measured Wealth Private Client Group
New Hampshire
$226K +$200K +3,466 New
MFG
758
Merit Financial Group
Georgia
$224K -$282K -4,900 -59%
GA
759
Geller Advisors
New York
$224K -$158K -2,742 -44%
HBT
760
Hills Bank & Trust
Iowa
$224K – – –
BFM
761
Boston Financial Management
Massachusetts
$223K +$198K +3,432 New
PA
762
Probity Advisors
Texas
$223K +$197K +3,430 New
CCAL
763
City Center Advisors LLC
Michigan
$223K +$197K +3,428 New
HTIM
764
Harbour Trust & Investment Management
Indiana
$223K +$197K +3,425 New
WTB
765
Washington Trust Bank
Washington
$222K +$196K +3,408 New
MW
766
Maia Wealth
Colorado
$221K +$200K +3,473 New
KOCAA
767
Knights of Columbus Asset Advisors
Connecticut
$219K +$35.3K +613 +22%
AI
768
Accredited Investors
Minnesota
$218K +$193K +3,349 New
CWS
769
Cypress Wealth Services
California
$217K +$192K +3,331 New
HAG
770
HighPoint Advisor Group
Illinois
$217K +$215K +3,732 New
SPC
771
Sigma Planning Corp
Michigan
$217K +$192K +3,328 New
CC
772
Callan Capital
California
$215K +$190K +3,302 New
HCM
773
Howland Capital Management
Massachusetts
$215K +$190K +3,300 New
CIC
774
Carnegie Investment Counsel
Ohio
$213K -$57.6K -1,000 -23%
ACA
775
Aptus Capital Advisors
Alabama
$213K +$188K +3,270 New
29 30
31
32 33