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Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
2926
RAM Investment Partners
Washington
$302K +$219K +2,162 New
OCM
2927
One Capital Management
California
$302K – – –
SSW
2928
Smith Shellnut Wilson
Mississippi
$302K -$393K -3,886 -64%
TP
2929
Thayer Partners
Pennsylvania
$302K +$218K +2,160 New
TI
2930
Truepoint Inc
Ohio
$302K +$218K +2,160 New
TAWM
2931
Three Arch Wealth Management
California
$301K +$218K +2,157 New
EP
2932
E6 Portfolios
Utah
$301K +$218K +2,155 New
RRWA
2933
Rainey & Randall Wealth Advisors
Florida
$301K -$339K -3,352 -61%
WFP
2934
Welch Financial Planning
Colorado
$300K +$218K +2,152 New
PHIC
2935
Pine Haven Investment Counsel
Massachusetts
$300K +$217K +2,150 New
FDDB
2936
Fidelity D&D Bancorp
Pennsylvania
$300K +$217K +2,149 New
VR
2937
Vision Retirement
New Jersey
$300K +$8.7K +86 +4%
RWM
2938
Rockline Wealth Management
New York
$299K +$216K +2,139 New
WA
2939
Winter & Associates
Minnesota
$298K +$216K +2,137 New
RIG
2940
Ramiah Investment Group
Wisconsin
$298K +$216K +2,134 New
MFGM
2941
Marshall Financial Group (Maryland)
Maryland
$297K +$215K +2,131 New
ZS
2942
Zenith Solutions
Pennsylvania
$297K +$215K +2,125 New
TPW
2943
Tiller Private Wealth
Pennsylvania
$296K +$215K +2,123 New
SWA
2944
Strategies Wealth Advisors
Michigan
$296K +$214K +2,120 New
SAFS
2945
S&A Financial Services
Kansas
$296K +$214K +2,120 New
SCA
2946
Southern Capital Advisors
Tennessee
$296K +$214K +2,120 New
CWM
2947
Castle Wealth Management
Florida
$296K +$214K +2,120 New
CFG
2948
CMC Financial Group
Georgia
$296K +$214K +2,118 New
RRA
2949
Red Reef Advisors
Florida
$295K +$214K +2,114 New
BWAM
2950
Boyd Watterson Asset Management
Ohio
$295K – – –
116 117
118
119 120