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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
2051
Spartan Planning & Wealth Management
North Carolina
$272K +$276K +1,942 New
BAM
2052
Blueshift Asset Management
New Jersey
$272K -$636K -4,470 -70%
KIG
2053
Kowal Investment Group
Wisconsin
$272K +$21.1K +148 +8%
BWM
2054
Birchcreek Wealth Management
Ohio
$271K -$20.5K -144 -7%
SSC
2055
Syverson Strege & Co
Iowa
$271K +$2.13K +15 +0.8%
NQWM
2056
Northwest Quadrant Wealth Management
Oregon
$271K +$854 +6 +0.3%
PIA
2057
Pinion Investment Advisors
Kansas
$270K – – –
WPP
2058
Whalerock Point Partners
Rhode Island
$270K – – –
FA
2059
Fagan Associates
New York
$270K – – –
BAMG
2060
Brand Asset Management Group
Missouri
$268K -$47.4K -333 -15%
CPSAC
2061
Chas P. Smith & Associates (CPS)
Florida
$268K -$23.8K -167 -8%
TCM
2062
Towercrest Capital Management
Pennsylvania
$267K -$1.71K -12 -0.6%
CC
2063
Capital Counsel
New York
$267K – – –
SFS
2064
Security Financial Services
Indiana
$266K – – –
LB
2065
Legacy Bridge
Iowa
$266K – – –
GDP
2066
Great Diamond Partners
Maine
$266K -$32.9K -231 -11%
VCAM
2067
Van Cleef Asset Management
Ohio
$265K – – –
VAF
2068
Values Added Financial
District of Columbia
$265K +$41.1K +289 +18%
SMWM
2069
Silvia McColl Wealth Management
California
$264K – – –
CBB
2070
Citizens Business Bank
California
$263K -$14.9K -105 -5%
UBG
2071
United Bank (Georgia)
Georgia
$263K -$14.2K -100 -5%
CFG
2072
Carr Financial Group
Massachusetts
$263K -$19.6K -138 -7%
MF
2073
Meridian Financial
Massachusetts
$263K -$7.11K -50 -3%
CNB
2074
Camden National Bank
Maine
$263K -$4.98K -35 -2%
RG
2075
Renaissance Group
Kentucky
$263K – – –
81 82
83
84 85