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Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
1826
New England Professional Planning Group
Rhode Island
$220K +$208K +1,430 New
AWA
1827
Alaska Wealth Advisors
Alaska
$220K +$219K +1,505 New
FCIM
1828
Fairview Capital Investment Management
California
$218K – – –
FC
1829
FCA Corp
Texas
$217K – – –
RW
1830
REDW Wealth
New Mexico
$217K – – –
SFP
1831
Shepherd Financial Partners
Massachusetts
$217K – – –
SHA
1832
Seneca House Advisors
Virginia
$216K +$214K +1,472 New
PP
1833
PrairieView Partners
Minnesota
$216K +$214K +1,475 New
CBT
1834
Central Bank & Trust
Kentucky
$215K -$1.45K -10 -0.7%
SA
1835
SRH Advisors
Kansas
$215K – – –
WP
1836
WealthPLAN Partners
Nebraska
$214K -$15.3K -105 -7%
NCM
1837
Noesis Capital Mangement
Florida
$214K – – –
LGC
1838
Laurel Grove Capital
California
$213K -$15.3K -105 -7%
RMAM
1839
Raab & Moskowitz Asset Management
New Jersey
$213K – – –
AW
1840
Alpha Windward
Massachusetts
$211K -$83.9K -577 -29%
OLA
1841
Oliver Luxxe Assets
New Jersey
$209K -$7.56K -52 -4%
HCA
1842
Horan Capital Advisors
Ohio
$209K +$64.7K +445 +46%
TIM
1843
Total Investment Management
Arizona
$209K +$208K +1,427 New
AWMG
1844
Alliance Wealth Management Group
New Jersey
$207K -$206K -1,419 -50%
CAM
1845
Close Asset Management
United Kingdom
$207K -$21.2K -146 -9%
ZF
1846
Zhang Financial
Michigan
$207K +$193K +1,324 New
GFP
1847
Gryphon Financial Partners
Ohio
$206K +$204K +1,403 New
RAM
1848
Riggs Asset Management
Pennsylvania
$204K – – –
CC
1849
Capital Counsel
New York
$204K +$202K +1,388 New
SWA
1850
SFMG Wealth Advisors
Texas
$203K +$201K +1,383 New
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