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Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
2326
Kohmann Bosshard Financial Services
Ohio
$282K – – –
OFS
2327
Orrstown Financial Services
Pennsylvania
$281K -$498K -10,188 -64%
BWM
2328
Baystate Wealth Management
Massachusetts
$281K -$20.6K -422 -7%
SICM
2329
Sustainable Insight Capital Management
New York
$279K +$273K +5,600 New
CFO
2330
CVA Family Office
Colorado
$278K -$56.5K -1,157 -17%
CAM
2331
Covenant Asset Management
New Jersey
$278K +$273K +5,581 New
PBF
2332
Petix & Botte Financial
California
$275K +$49 +1 +0%
HFS
2333
Howard Financial Services
Texas
$275K +$1.51K +31 +0.6%
WWM
2334
Wolff Wiese Magana
California
$275K +$270K +5,525 New
CRIG
2335
Charter Research & Investment Group
Connecticut
$274K +$78.1K +1,600 +41%
FAN
2336
Financial Advisors Network
California
$273K +$3.22K +66 +1%
WWMSC
2337
Wagner Wealth Management (South Carolina)
South Carolina
$273K +$268K +5,483 New
ODCM
2338
Old Dominion Capital Management
Virginia
$272K +$11.2K +229 +4%
AFAS
2339
Acorn Financial Advisory Services
Virginia
$271K -$48.8K -999 -16%
SDWMA
2340
Schneider Downs Wealth Management Advisors
Pennsylvania
$271K +$266K +5,442 New
EWP
2341
Engrave Wealth Partners
Texas
$269K -$17.1K -350 -7%
AIM
2342
Avity Investment Management
Connecticut
$267K -$125K -2,550 -32%
FM
2343
Family Management
New York
$267K -$1.61K -33 -0.6%
PWM
2344
Praetorian Wealth Management
California
$266K – – –
GIA
2345
Gladstone Institutional Advisory
Florida
$265K -$219K -4,492 -46%
BFIC
2346
Bedell Frazier Investment Counselling
California
$265K +$23.9K +489 +10%
AAP
2347
Arax Advisory Partners
Colorado
$265K +$49.3K +1,009 +23%
VFP
2348
Verus Financial Partners
Virginia
$264K -$1.26M -25,786 -83%
BMCM
2349
Bryn Mawr Capital Management
Pennsylvania
$264K -$219K -4,481 -46%
SWM
2350
Selective Wealth Management
Virginia
$262K – – –
92 93
94
95 96