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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
3226
Compass Financial Group (South Dakota)
South Dakota
$447K – – –
SFS
3227
Sharp Financial Services
Pennsylvania
$447K -$8.17K -20 -2%
GSF
3228
Grove Street Fiduciary
New Hampshire
$446K +$468K +1,146 New
SIM
3229
SSI Investment Management
California
$446K – – –
CFG
3230
Certior Financial Group
Pennsylvania
$446K +$468K +1,146 New
FCC
3231
Flower City Capital
New York
$445K – – –
NWM
3232
Northwest Wealth Management
Iowa
$445K -$1.23K -3 -0.3%
CASB
3233
Cape Ann Savings Bank
Massachusetts
$445K +$26.6K +65 +6%
PCMK
3234
Paragon Capital Management (Kansas)
Kansas
$445K +$98.9K +242 +27%
MWM
3235
MBE Wealth Management
Wisconsin
$444K +$467K +1,142 New
MWM
3236
Mattern Wealth Management
Kansas
$444K – – –
SPP
3237
Single Point Partners
Massachusetts
$444K +$467K +1,142 New
TFA
3238
TPG Financial Advisors
Oregon
$444K -$77.6K -190 -14%
CCM
3239
Crabel Capital Management
California
$444K +$466K +1,141 New
MWP
3240
Madison Wealth Partners
Wisconsin
$443K -$55.6K -136 -11%
AAMC
3241
Asset Allocation & Management Company
Illinois
$442K +$464K +1,135 New
HPIA
3242
Hamilton Point Investment Advisors
North Carolina
$442K +$15.9K +39 +4%
PRI
3243
Prepared Retirement Institute
Pennsylvania
$442K +$1.63K +4 +0.4%
GWWM
3244
Great Waters Wealth Management
Minnesota
$442K -$10.2K -25 -2%
FDCP
3245
Foster Dykema Cabot & Partners
Massachusetts
$441K +$79.7K +195 +21%
IWA
3246
IVC Wealth Advisors
Pennsylvania
$440K -$114K -278 -20%
ACA
3247
Anchor Capital Advisors
Massachusetts
$438K -$12.3K -30 -3%
FDDB
3248
Fidelity D&D Bancorp
Pennsylvania
$438K +$71.1K +174 +18%
CVM
3249
Cheviot Value Management
California
$438K – – –
RTC
3250
Riverview Trust Company
Washington
$438K +$817 +2 +0.2%
128 129
130
131 132