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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
751
Phoenix Wealth Advisors
North Carolina
$231K +$204K +3,549 New
FBB
752
Fulton Breakefield Broenniman
Maryland
$231K -$77.6K -1,348 -28%
FIA
753
FPC Investment Advisory
California
$227K -$40.3K -700 -17%
PP
754
PDS Planning
Ohio
$226K +$200K +3,470 New
ABLA
755
Alan B. Lancz & Associates
Ohio
$226K +$200K +3,468 New
MWPCG
756
Measured Wealth Private Client Group
New Hampshire
$226K +$200K +3,466 New
MFG
757
Merit Financial Group
Georgia
$224K -$282K -4,900 -59%
GA
758
Geller Advisors
New York
$224K -$158K -2,742 -44%
HBT
759
Hills Bank & Trust
Iowa
$224K – – –
BFM
760
Boston Financial Management
Massachusetts
$223K +$198K +3,432 New
PA
761
Probity Advisors
Texas
$223K +$197K +3,430 New
CCAL
762
City Center Advisors LLC
Michigan
$223K +$197K +3,428 New
HTIM
763
Harbour Trust & Investment Management
Indiana
$223K +$197K +3,425 New
WTB
764
Washington Trust Bank
Washington
$222K +$196K +3,408 New
MW
765
Maia Wealth
Colorado
$221K +$200K +3,473 New
KOCAA
766
Knights of Columbus Asset Advisors
Connecticut
$219K +$35.3K +613 +22%
AI
767
Accredited Investors
Minnesota
$218K +$193K +3,349 New
CWS
768
Cypress Wealth Services
California
$217K +$192K +3,331 New
HAG
769
HighPoint Advisor Group
Illinois
$217K +$215K +3,732 New
SPC
770
Sigma Planning Corp
Michigan
$217K +$192K +3,328 New
CC
771
Callan Capital
California
$215K +$190K +3,302 New
HCM
772
Howland Capital Management
Massachusetts
$215K +$190K +3,300 New
CIC
773
Carnegie Investment Counsel
Ohio
$213K -$57.6K -1,000 -23%
ACA
774
Aptus Capital Advisors
Alabama
$213K +$188K +3,270 New
FFM
775
Forum Financial Management
Illinois
$213K +$188K +3,269 New
29 30
31
32 33