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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1826
Shepherd Financial Partners
Massachusetts
$217K – – –
SHA
1827
Seneca House Advisors
Virginia
$216K +$214K +1,472 New
PP
1828
PrairieView Partners
Minnesota
$216K +$214K +1,475 New
CBT
1829
Central Bank & Trust
Kentucky
$215K -$1.45K -10 -0.7%
SA
1830
SRH Advisors
Kansas
$215K – – –
WP
1831
WealthPLAN Partners
Nebraska
$214K -$15.3K -105 -7%
NCM
1832
Noesis Capital Mangement
Florida
$214K – – –
LGC
1833
Laurel Grove Capital
California
$213K -$15.3K -105 -7%
RMAM
1834
Raab & Moskowitz Asset Management
New Jersey
$213K – – –
AW
1835
Alpha Windward
Massachusetts
$211K -$83.9K -577 -29%
OLA
1836
Oliver Luxxe Assets
New Jersey
$209K -$7.56K -52 -4%
HCA
1837
Horan Capital Advisors
Ohio
$209K +$64.7K +445 +46%
TIM
1838
Total Investment Management
Arizona
$209K +$208K +1,427 New
AWMG
1839
Alliance Wealth Management Group
New Jersey
$207K -$206K -1,419 -50%
CAM
1840
Close Asset Management
United Kingdom
$207K -$21.2K -146 -9%
ZF
1841
Zhang Financial
Michigan
$207K +$193K +1,324 New
GFP
1842
Gryphon Financial Partners
Ohio
$206K +$204K +1,403 New
RAM
1843
Riggs Asset Management
Pennsylvania
$204K – – –
CC
1844
Capital Counsel
New York
$204K +$202K +1,388 New
SWA
1845
SFMG Wealth Advisors
Texas
$203K +$201K +1,383 New
SKK
1846
Shepherd Kaplan Krochuk
Massachusetts
$201K +$200K +1,373 New
WCM
1847
Whitener Capital Management
North Carolina
$200K +$198K +1,365 New
AC
1848
Avestar Capital
New York
$194K +$194K +1,335 New
QAM
1849
QCI Asset Management
New York
$192K – – –
BG
1850
Bollard Group
Massachusetts
$192K +$436 +3 +0.2%
72 73
74
75 76