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Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
1701
Darden Wealth Group
Michigan
$340K – – –
MFC
1702
Morris Financial Concepts
South Carolina
$339K – – –
JLBC
1703
J.L. Bainbridge & Co
Florida
$339K -$24.4K -144 -7%
ICP
1704
Interchange Capital Partners
Pennsylvania
$338K -$26.4K -156 -8%
MS
1705
Maven Securities
Jersey
$337K +$302K +1,785 New
DSC
1706
Duncker Streett & Co
Missouri
$336K – – –
IFPG
1707
Intrepid Financial Planning Group
Indiana
$336K – – –
SPW
1708
Sonoma Private Wealth
California
$335K +$169 +1 +0.1%
PCFFS
1709
Pacific Center for Financial Services
California
$335K +$339 +2 +0.1%
VFP
1710
Verus Financial Partners
Virginia
$335K +$169 +1 +0.1%
HFBOT
1711
Home Federal Bank of Tennessee
Tennessee
$335K +$46.6K +275 +18%
ACM
1712
Advance Capital Management
Michigan
$334K – – –
CL
1713
COWA LLC
Oklahoma
$334K – – –
PH
1714
Pinnacle Holdings
Oklahoma
$334K -$169 -1 -0.1%
SWM
1715
Sterling Wealth Management
Illinois
$333K +$339 +2 +0.1%
SP
1716
Stablepoint Partners
Massachusetts
$332K -$3.05K -18 -1%
IP
1717
Intellectus Partners
California
$332K -$6.44K -38 -2%
FFG
1718
Frisch Financial Group
New York
$331K +$4.24K +25 +1%
NRC
1719
New Republic Capital
North Carolina
$331K +$10.3K +61 +4%
APG
1720
Abacus Planning Group
South Carolina
$331K +$31.2K +184 +12%
BHPW
1721
Beverly Hills Private Wealth
California
$330K +$28.3K +167 +11%
CWA
1722
CJM Wealth Advisers
Virginia
$330K +$2.03K +12 +0.7%
GFA
1723
Gallagher Fiduciary Advisors
Illinois
$330K +$78.6K +464 +36%
FDDB
1724
Fidelity D&D Bancorp
Pennsylvania
$329K – – –
WA
1725
WBH Advisory
Maryland
$328K +$36.4K +215 +14%
67 68
69
70 71