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Name Holding Trade Value Shares
Change 		Change in
Stake
ISB
2651
Iowa State Bank
Iowa
$791K – – –
WKSWA
2652
White Knight Strategic Wealth Advisors
New Jersey
$790K -$3.62K -10 -0.5%
ACA
2653
Affinity Capital Advisors
California
$789K -$192K -530 -20%
IA
2654
Intellus Advisors
Florida
$789K +$61.9K +171 +9%
RB
2655
Rodgers Brothers
Pennsylvania
$785K +$3.62K +10 +0.5%
AIS
2656
American Investment Services
Massachusetts
$785K – – –
EIG
2657
Ellenbecker Investment Group
Wisconsin
$784K -$5.07K -14 -0.7%
HWMG
2658
Hurlow Wealth Management Group
Indiana
$784K +$1.45K +4 +0.2%
OCM
2659
Orion Capital Management
California
$781K -$28.9K -80 -4%
FPL
2660
Fortress Private Ledger
North Carolina
$779K +$16.3K +45 +2%
NFC
2661
Northstar Financial Companies
Pennsylvania
$778K -$42K -116 -5%
NSB
2662
Norway Savings Bank
Maine
$778K -$30.8K -85 -4%
HF
2663
Holcombe Financial
Georgia
$777K – – –
IWP
2664
Invenio Wealth Partners
Florida
$772K +$131K +361 +21%
AF
2665
Aldebaran Financial
$772K -$1.81K -5 -0.2%
GF
2666
Gries Financial
Ohio
$770K +$13.4K +37 +2%
OBWG
2667
Onyx Bridge Wealth Group
New York
$765K -$21.7K -60 -3%
BCM
2668
Birmingham Capital Management
Alabama
$764K -$195K -540 -21%
SCM
2669
Sunbeam Capital Management
Georgia
$762K +$238K +657 +46%
WC
2670
Weil Company
California
$761K +$5.07K +14 +0.7%
VAF
2671
Values Added Financial
District of Columbia
$760K -$14.8K -41 -2%
LBC
2672
Leigh Baldwin & Co
New York
$759K +$41.6K +115 +6%
OPOWM
2673
One Plus One Wealth Management
Florida
$757K – – –
FFL
2674
Future Fund LLC
Illinois
$757K +$70.6K +195 +10%
WA
2675
Wealthstream Advisors
New York
$756K +$74.2K +205 +11%
105 106
107
108 109