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Name Holding Trade Value Shares
Change 		Change in
Stake
STB
3976
S&T Bank
Pennsylvania
$106K +$63.4K +174 +118%
BC
3977
Barrett & Company
Rhode Island
$104K – – –
APW
3978
Atlantic Private Wealth
North Carolina
$103K – – –
VERPA
3979
Virginia Estate & Retirement Planning Advisors
Virginia
$101K +$113K +310 New
LIA
3980
Luken Investment Analytics
Tennessee
$101K -$10.2K -28 -8%
NI
3981
NCP Inc
California
$98.7K -$17.5K -48 -14%
SFO
3982
Standard Family Office
South Dakota
$97.4K – – –
LFA
3983
Longview Financial Advisors
Alabama
$95.4K +$105K +289 New
MWM
3984
Mosley Wealth Management
California
$94.1K +$84.5K +232 New
SFFS
3985
Stonehage Fleming Financial Services
Jersey
$94.1K – – –
RCM
3986
Richardson Capital Management
Wisconsin
$93.7K – – –
GPFA
3987
Game Plan Financial Advisors
Ohio
$92.1K +$102K +280 New
UFPG
3988
United Financial Planning Group
New York
$91.8K -$68.9K -189 -40%
CIAS
3989
CBIZ Investment Advisory Services
Ohio
$89.5K -$87.1K -239 -47%
MAM
3990
Marquette Asset Management
Minnesota
$88.8K +$65.2K +179 +197%
FLP
3991
Financial Life Planners
Arizona
$85.4K +$94.7K +260 New
AP
3992
Aspect Partners
Virginia
$85.2K – – –
EA
3993
Evolution Advisers
Virginia
$85K – – –
EPAM
3994
Evelyn Partners Asset Management
$84.5K – – –
GWSA
3995
Global Wealth Strategies & Associates
Colorado
$84.2K -$729 -2 -0.8%
KCM
3996
Key Capital Management
Tennessee
$83.5K +$63K +173 +214%
RF
3997
Robinswood Financial
Washington
$82.2K +$729 +2 +0.8%
BIM
3998
Breakwater Investment Management
Washington
$82.2K – – –
FG
3999
Fairman Group
Pennsylvania
$82.2K – – –
RWM
4000
Raffa Wealth Management
District of Columbia
$82.2K +$11.3K +31 +14%
158 159
160
161 162