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Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
3226
Indie Asset Partners
Indiana
$234K -$9.87K -125 -4%
MAG
3227
M3 Advisory Group
Massachusetts
$234K -$3K -38 -1%
PEWA
3228
Pacific Excel Wealth Advisors
California
$233K +$227K +2,868 New
HFO
3229
Heritage Family Offices
Arizona
$233K +$227K +2,868 New
SPP
3230
Single Point Partners
Massachusetts
$233K -$18.3K -232 -7%
KBFS
3231
Kohmann Bosshard Financial Services
Ohio
$232K -$5.53K -70 -2%
CRI
3232
Commonwealth Retirement Investments
Virginia
$232K +$226K +2,856 New
SAM
3233
Seelaus Asset Management
New Jersey
$232K -$11.8K -150 -5%
CCM
3234
Carderock Capital Management
Maryland
$232K – – –
AFG
3235
ABLE Financial Group
Arizona
$231K -$2.92K -37 -1%
GWSA
3236
Global Wealth Strategies & Associates
Colorado
$231K +$1.97K +25 +0.9%
MEG
3237
Millstone Evans Group
Colorado
$231K +$8.06K +102 +4%
SPI
3238
Santori & Peters Inc
Pennsylvania
$231K +$79 +1 +0%
ACA
3239
Atlas Capital Advisors
Wyoming
$230K – – –
NF
3240
Nikulski Financial
Iowa
$229K – – –
NPFS
3241
Novak & Powell Financial Services
Florida
$229K -$72.8K -922 -25%
LFS
3242
Lighthouse Financial Services
California
$229K +$158 +2 +0.1%
PSB
3243
Piscataqua Savings Bank
New Hampshire
$229K – – –
MFG
3244
Menard Financial Group
Texas
$229K -$2.84K -36 -1%
SGI
3245
Swan Global Investments
Colorado
$229K +$3.32K +42 +2%
ACM
3246
Armbruster Capital Management
New York
$229K -$268K -3,397 -55%
CCM
3247
Consolidated Capital Management
California
$229K – – –
TFG
3248
Taylor Financial Group
Virginia
$229K – – –
LGW
3249
Leslie Global Wealth
Illinois
$229K +$222K +2,812 New
SGC
3250
Slocum, Gordon & Co
Rhode Island
$228K +$869 +11 +0.4%
128 129
130
131 132