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Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1726
Old Point Trust & Financial Services N A
Virginia
$237K -$862K -35,581 -83%
FWP
1727
Family Wealth Partners
North Carolina
$236K +$171K +7,045 New
RBFC
1728
Roman Butler Fullerton & Co
Missouri
$236K +$138K +5,706 New
BCA
1729
Bay Colony Advisors
Massachusetts
$236K +$170K +7,022 New
CWIG
1730
Chung Wu Investment Group
Texas
$235K +$165K +6,800 +3,400%
BCM
1731
Boltwood Capital Management
California
$235K +$170K +7,000 New
BDFN
1732
Bond & Devick Financial Network
Minnesota
$235K +$170K +7,000 New
PWA
1733
Peterson Wealth Advisors
Utah
$234K -$69.3K -2,862 -31%
CBT
1734
Crews Bank & Trust
Florida
$234K -$13.7K -565 -8%
AWM
1735
Accurate Wealth Management
Florida
$233K +$159K +6,548 New
IIM
1736
Ironwood Investment Management
Massachusetts
$233K +$168K +6,953 New
HCMG
1737
Howard Capital Management Group
California
$233K +$168K +6,949 New
AGA
1738
Arkos Global Advisors
Texas
$233K +$168K +6,937 New
VH
1739
Visionary Horizons
Tennessee
$232K +$167K +6,911 New
BSB
1740
Bangor Savings Bank
Maine
$232K -$31.3K -1,293 -16%
SFM
1741
Stack Financial Management
Montana
$231K +$167K +6,900 New
AA
1742
Alesco Advisors
New York
$231K +$167K +6,874 New
FFWA
1743
FRG Family Wealth Advisors
Washington
$230K +$166K +6,867 New
TFA
1744
Trinity Financial Advisors
Ohio
$230K +$166K +6,858 New
EFP
1745
Elser Financial Planning
Indiana
$228K +$148K +6,126 New
HPIA
1746
Hamilton Point Investment Advisors
North Carolina
$228K +$165K +6,808 New
MPM
1747
Meritage Portfolio Management
Kansas
$228K +$165K +6,805 New
LCM
1748
Logan Capital Management
Pennsylvania
$228K – – –
AWA
1749
Acorn Wealth Advisors
Michigan
$228K +$165K +6,797 New
TWM
1750
TriaGen Wealth Management
California
$228K -$2.14M -88,124 -93%
68 69
70
71 72