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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2351
MKT Advisors
California
$566K -$17.2K -170 -3%
WAG
2352
Winthrop Advisory Group
Massachusetts
$565K +$409K +4,046 New
CB
2353
CNB Bank
Pennsylvania
$564K +$69.2K +684 +20%
PNFS
2354
PW Nova Financial Services
Pennsylvania
$563K +$408K +4,033 New
CWD
2355
Clarity Wealth Development
Oregon
$563K +$408K +4,030 New
RDFA
2356
Ritter Daniher Financial Advisory
Ohio
$563K – – –
WAM
2357
WealthTrust Asset Management
Florida
$562K +$407K +4,023 New
RMF
2358
Red Mountain Financial
Colorado
$562K +$407K +4,022 New
ACA
2359
American Capital Advisory
Idaho
$560K +$20.3K +201 +5%
TWM
2360
Topsail Wealth Management
North Carolina
$560K +$406K +4,012 New
AFO
2361
Arrowroot Family Office
California
$560K -$136K -1,345 -25%
CA
2362
CGN Advisors
Kansas
$560K -$72.5K -717 -15%
EF
2363
Evanson Financial
Virginia
$560K +$405K +4,009 New
RPGNY
2364
Retirement Planning Group (New York)
New York
$559K +$405K +4,005 New
PAS
2365
Professional Advisory Services
Florida
$559K +$404K +4,000 New
TWM
2366
Tolleson Wealth Management
Texas
$559K +$405K +4,003 New
PCM
2367
Pavaki Capital Management
Colorado
$559K -$9.71M -96,000 -96%
BST
2368
Bath Savings Trust
Maine
$559K -$152K -1,500 -27%
EIA
2369
Edgemoor Investment Advisors
Maryland
$559K +$404K +4,000 New
OMC
2370
Oasis Management Company
Cayman Islands
$559K +$404K +4,000 New
CP
2371
Creekside Partners
California
$558K +$404K +3,997 New
CL
2372
COWA LLC
Oklahoma
$558K +$404K +3,994 New
PCS
2373
Private Client Services
Kentucky
$558K +$404K +3,993 New
SFS
2374
Strategic Financial Services
New York
$557K +$403K +3,989 New
RWM
2375
RKL Wealth Management
Pennsylvania
$557K +$403K +3,987 New
93 94
95
96 97