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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1626
Westshore Wealth
California
$234K -$12.5K -36 -5%
TSMHT
1627
Thurston Springer Miller Herd & Titak
Indiana
$234K -$12.8K -37 -5%
NP
1628
NorthRock Partners
Minnesota
$234K -$50K -144 -18%
WJA
1629
Willis Johnson & Associates
Texas
$233K +$227K +655 New
CYG
1630
Clean Yield Group
Vermont
$233K – – –
KJWM
1631
Kiley Juergens Wealth Management
Washington
$233K +$227K +654 New
LWPC
1632
Legacy Wealth Partners (Colorado)
Colorado
$232K +$226K +651 New
AFG
1633
ABLE Financial Group
Arizona
$232K +$226K +650 New
SI
1634
Stonekeep Investments
New Mexico
$232K +$226K +650 New
AIA
1635
AssuredPartners Investment Advisors
Florida
$231K +$224K +644 New
PP
1636
PDS Planning
Ohio
$231K +$225K +649 New
HIIFS
1637
Harel Insurance Investments & Financial Services
Israel
$231K +$159K +459 +244%
BEW
1638
Burton Enright Welch
California
$230K +$224K +646 New
GDP
1639
Great Diamond Partners
Maine
$230K +$224K +646 New
ST
1640
Smithfield Trust
Pennsylvania
$230K – – –
OFG
1641
Oxford Financial Group
Indiana
$230K +$224K +645 New
OCBCO
1642
Oversea-Chinese Banking Corp (OCBC)
Singapore
$229K +$224K +644 New
NA
1643
Nautilus Advisors
California
$229K -$22.2K -64 -9%
EP
1644
Edgestream Partners
New Jersey
$229K -$3.21M -9,252 -94%
PA
1645
PSI Advisors
Florida
$228K -$132K -380 -37%
PGWM
1646
Pitti Group Wealth Management
New York
$227K +$221K +638 New
NFC
1647
Northstar Financial Companies
Pennsylvania
$227K -$31.6K -91 -13%
FDDB
1648
Fidelity D&D Bancorp
Pennsylvania
$227K +$221K +636 New
WMA
1649
West Michigan Advisors
Michigan
$226K +$220K +633 New
AAG
1650
Asset Advisory Group
New Jersey
$226K +$220K +634 New
64 65
66
67 68