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Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1551
Swisher Financial Concepts
Ohio
$731K +$341K +1,552 +120%
SFC
1552
Sprinkle Financial Consultants
Colorado
$729K -$65.8K -300 -10%
PWW
1553
Pettyjohn Wood & White
Virginia
$729K +$5.49K +25 +0.9%
SPI
1554
Santori & Peters Inc
Pennsylvania
$728K +$35.1K +160 +6%
IIC
1555
Integrated Investment Consultants
Michigan
$727K -$147K -671 -19%
ICP
1556
Impact Capital Partners
Colorado
$726K +$17.8K +81 +3%
MCM
1557
Monument Capital Management
Virginia
$725K -$5.71K -26 -0.9%
BAM
1558
BOS Asset Management
Illinois
$724K -$2.63K -12 -0.4%
BFA
1559
Bill Few Associates
Pennsylvania
$722K +$18.2K +83 +3%
RMC
1560
Resources Management Corp
Connecticut
$721K -$34K -155 -5%
CWA
1561
Continuum Wealth Advisors
New York
$721K -$9K -41 -1%
CCB
1562
Country Club Bank
Missouri
$720K +$20.4K +93 +3%
SCA
1563
St. Clair Advisors
Ohio
$720K – – –
PCM
1564
Park Capital Management
Wisconsin
$718K +$612K +2,791 New
NRC
1565
New Republic Capital
North Carolina
$717K +$178K +810 +41%
CP
1566
Canopy Partners
Ohio
$714K +$66.7K +304 +12%
GF
1567
Gries Financial
Ohio
$714K +$215K +981 +55%
TBA
1568
Tower Bridge Advisors
Pennsylvania
$712K -$35.5K -162 -6%
CSPIA
1569
Cary Street Partners Investment Advisory
Virginia
$712K +$45.2K +206 +8%
RDWM
1570
Red Door Wealth Management
Tennessee
$712K +$49.8K +227 +9%
DTC
1571
Davidson Trust Company
Washington
$711K -$81.6K -372 -12%
ML
1572
McAdam LLC
Pennsylvania
$711K +$159K +723 +35%
RSF
1573
Rik Saylor Financial
Ohio
$711K +$219 +1 +0%
BPWM
1574
BCS Private Wealth Management
New Jersey
$708K +$603K +2,749 New
MTIC
1575
Missouri Trust & Investment Company
Missouri
$708K – – –
61 62
63
64 65