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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2401
Florida Financial Advisors
Florida
$214K +$227K +1,505 New
ZIMP
2402
Zimmermann Investment Management & Planning
Pennsylvania
$214K +$197K +1,307 New
MCCA
2403
Mill Creek Capital Advisors
Pennsylvania
$213K -$33.2K -220 -14%
MPW
2404
MA Private Wealth
California
$213K +$197K +1,303 New
MPI
2405
Mairs & Power Inc
Minnesota
$213K +$197K +1,302 New
CP
2406
Castleview Partners
Texas
$213K +$60.6K +401 +45%
BF
2407
Blankinship & Foster
California
$212K +$196K +1,299 New
TCMP
2408
Thrive Capital Management (Pennsylvania)
Pennsylvania
$212K +$196K +1,298 New
NRC
2409
New Republic Capital
North Carolina
$212K +$196K +1,298 New
DA
2410
Dash Acquisitions
California
$212K +$199K +1,315 New
FIBT
2411
First International Bank & Trust
North Dakota
$211K -$164K -1,084 -46%
WCWM
2412
Willow Creek Wealth Management
California
$211K +$195K +1,292 New
BAM
2413
Boyar Asset Management
New York
$211K -$76.2K -504 -28%
PO
2414
Private Ocean
California
$210K +$453 +3 +0.2%
D
2415
Diversified
Delaware
$210K +$194K +1,281 New
WWC
2416
Waypoint Wealth Counsel
Georgia
$209K -$24.9K -165 -11%
FAG
2417
Financial Advisory Group
Texas
$209K +$193K +1,278 New
KFG
2418
Kingdom Financial Group
Arizona
$209K +$193K +1,278 New
AWM
2419
Aprio Wealth Management
Georgia
$209K +$193K +1,277 New
TFG
2420
Taylor Financial Group
Virginia
$209K +$193K +1,275 New
LF
2421
LifeSteps Financial
California
$208K +$193K +1,275 New
APS
2422
American Planning Services
Florida
$208K +$192K +1,273 New
CCM
2423
Chickasaw Capital Management
Tennessee
$208K +$192K +1,271 New
FTWA
2424
Fifth Third Wealth Advisors
Ohio
$208K +$192K +1,270 New
SWP
2425
Semus Wealth Partners
Florida
$207K +$192K +1,268 New
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97
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