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Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1601
Private Portfolio Partners
New Jersey
$331K -$16.6K -123 -5%
PP
1602
PDS Planning
Ohio
$331K – – –
KFGK
1603
Keystone Financial Group (Kentucky)
Kentucky
$329K +$15.2K +113 +5%
TI
1604
Truepoint Inc
Ohio
$328K -$50.9K -377 -14%
GHA
1605
GW Henssler & Associates
Georgia
$328K +$26.8K +199 +9%
LD
1606
Lipe & Dalton
New York
$327K +$13.2K +98 +4%
MC
1607
Mathes Company
New York
$327K +$317K +2,350 New
TTWM
1608
TCV Trust & Wealth Management
Virginia
$326K -$10.7K -79 -3%
AFM
1609
Andesa Financial Management
Pennsylvania
$326K +$17.7K +131 +6%
CCA
1610
Conestoga Capital Advisors
Pennsylvania
$325K – – –
MIM
1611
Miller Investment Management
Pennsylvania
$323K – – –
RPAM
1612
Rhenman & Partners Asset Management
Sweden
$322K – – –
AIM
1613
Advantage Investment Management
Iowa
$321K -$34.9K -259 -10%
LB
1614
Legacy Bridge
Iowa
$321K – – –
OSNBOA
1615
Old Second National Bank of Aurora
Illinois
$321K – – –
SSG
1616
Summit Securities Group
New York
$320K -$226K -1,674 -42%
AIM
1617
Aspen Investment Management
Michigan
$320K – – –
AWM
1618
AllSquare Wealth Management
New York
$320K +$2.16K +16 +0.7%
WIA
1619
Westbourne Investment Advisors
Maryland
$320K +$310K +2,301 New
AWM
1620
Alterna Wealth Management
Texas
$319K -$3.91K -29 -1%
CF
1621
Centaurus Financial
California
$319K +$129K +959 +72%
RBC
1622
Roble Belko & Company
Pennsylvania
$318K +$177K +1,315 +135%
FFG
1623
Frisch Financial Group
New York
$318K +$309K +2,291 New
AEPG
1624
American Economic Planning Group
New Jersey
$317K -$4.45K -33 -1%
WP
1625
WealthShield Partners
North Carolina
$317K – – –
63 64
65
66 67