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Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1626
Willis Johnson & Associates
Texas
$233K +$227K +655 New
CYG
1627
Clean Yield Group
Vermont
$233K – – –
KJWM
1628
Kiley Juergens Wealth Management
Washington
$233K +$227K +654 New
LWPC
1629
Legacy Wealth Partners (Colorado)
Colorado
$232K +$226K +651 New
AFG
1630
ABLE Financial Group
Arizona
$232K +$226K +650 New
SI
1631
Stonekeep Investments
New Mexico
$232K +$226K +650 New
AIA
1632
AssuredPartners Investment Advisors
Florida
$231K +$224K +644 New
PP
1633
PDS Planning
Ohio
$231K +$225K +649 New
HIIFS
1634
Harel Insurance Investments & Financial Services
Israel
$231K +$159K +459 +244%
BEW
1635
Burton Enright Welch
California
$230K +$224K +646 New
GDP
1636
Great Diamond Partners
Maine
$230K +$224K +646 New
ST
1637
Smithfield Trust
Pennsylvania
$230K – – –
OFG
1638
Oxford Financial Group
Indiana
$230K +$224K +645 New
OCBCO
1639
Oversea-Chinese Banking Corp (OCBC)
Singapore
$229K +$224K +644 New
NA
1640
Nautilus Advisors
California
$229K -$22.2K -64 -9%
EP
1641
Edgestream Partners
New Jersey
$229K -$3.21M -9,252 -94%
PA
1642
PSI Advisors
Florida
$228K -$132K -380 -37%
PGWM
1643
Pitti Group Wealth Management
New York
$227K +$221K +638 New
NFC
1644
Northstar Financial Companies
Pennsylvania
$227K -$31.6K -91 -13%
FDDB
1645
Fidelity D&D Bancorp
Pennsylvania
$227K +$221K +636 New
WMA
1646
West Michigan Advisors
Michigan
$226K +$220K +633 New
AAG
1647
Asset Advisory Group
New Jersey
$226K +$220K +634 New
OWP
1648
Obermeyer Wealth Partners
Colorado
$226K +$220K +634 New
DE
1649
Diversified Enterprises
Delaware
$225K +$219K +632 New
UBG
1650
United Bank (Georgia)
Georgia
$223K -$37.8K -109 -15%
64 65
66
67 68