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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2201
PDS Planning
Ohio
$888K +$155K +448 +18%
DAM
2202
Derbend Asset Management
Georgia
$887K – – –
KIG
2203
Kowal Investment Group
Wisconsin
$887K +$36.8K +106 +4%
LAM
2204
LifePro Asset Management
California
$884K +$111K +319 +12%
RCG
2205
Regatta Capital Group
California
$883K -$1.48M -4,262 -59%
SIC
2206
Sterling Investment Counsel
New York
$883K -$5.2K -15 -0.5%
AFG
2207
Allegheny Financial Group
Pennsylvania
$883K +$42.3K +122 +4%
HCM
2208
Highview Capital Management
Illinois
$881K +$86.7K +250 +9%
FUBT
2209
First United Bank & Trust
Maryland
$878K -$8.67K -25 -0.8%
PBF
2210
Petix & Botte Financial
California
$878K +$509K +1,466 +100%
LWAM
2211
Legacy Wealth Asset Management
Minnesota
$875K +$37.1K +107 +4%
FP
2212
Fiduciary Planning
Florida
$875K +$131K +377 +15%
NERM
2213
New England Research & Management
Illinois
$875K +$760K +2,191 +299%
CC
2214
Callan Capital
California
$874K -$37.8K -109 -4%
TCPWM
2215
Traverso Chambers Private Wealth Management
California
$873K +$2.43K +7 +0.2%
CDIA
2216
Capital Directions Investment Advisors
Georgia
$872K -$84.3K -243 -8%
ACM
2217
AUA Capital Management
Pennsylvania
$872K +$33.6K +97 +3%
WKSWA
2218
White Knight Strategic Wealth Advisors
New Jersey
$871K -$28.4K -82 -3%
RZH
2219
Relyea Zuckerberg Hanson
Connecticut
$871K -$20.1K -58 -2%
AWA
2220
AmeriServ Wealth Advisors
Pennsylvania
$871K +$64.9K +187 +7%
LC
2221
LCNB Corp
Ohio
$869K -$71.8K -207 -7%
DBG
2222
De Burlo Group
Massachusetts
$868K -$42.7K -123 -4%
SDWMA
2223
Schneider Downs Wealth Management Advisors
Pennsylvania
$867K -$46.1K -133 -4%
FFWA
2224
FRG Family Wealth Advisors
Washington
$865K – – –
MAM
2225
McLean Asset Management
Virginia
$861K +$12.1K +35 +1%
87 88
89
90 91