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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2251
Northwest Capital Management
Oregon
$215K – – –
OSNBOA
2252
Old Second National Bank of Aurora
Illinois
$215K +$4.07K +73 +2%
FFA
2253
Fragasso Financial Advisors
Pennsylvania
$215K +$9.25K +166 +4%
MFP
2254
Meridian Financial Partners
Virginia
$214K +$15.4K +277 +8%
PO
2255
Private Ocean
California
$214K +$142K +2,551 +168%
PGA
2256
Portland Global Advisors
Maine
$213K – – –
JWM
2257
Janiczek Wealth Management
Colorado
$213K +$2.12K +38 +0.9%
AIP
2258
Ahrens Investment Partners
Louisiana
$213K +$6.86K +123 +3%
MWM
2259
Madison Wealth Management
Ohio
$213K +$226K +4,052 New
MAM
2260
Marotta Asset Management
Virginia
$212K +$16.9K +304 +8%
MGIM
2261
M&G Investment Management
United Kingdom
$212K +$13.6M +243,548 +6%
SWM
2262
Salvus Wealth Management
New Jersey
$212K -$225K -4,035 -50%
NWA
2263
Navis Wealth Advisors
New York
$212K +$836 +15 +0.4%
OL
2264
Optas LLC
Texas
$212K +$4.46K +80 +2%
IF
2265
IRON Financial
Illinois
$212K +$10.7K +192 +5%
WRM
2266
Weybosset Research & Management
Rhode Island
$212K +$226K +4,047 New
FWM
2267
FFT Wealth Management
Pennsylvania
$211K +$51.6K +925 +30%
BCM
2268
BTC Capital Management
Iowa
$210K -$463K -8,300 -67%
TIA
2269
Tandem Investment Advisors
South Carolina
$210K -$836 -15 -0.4%
HAIM
2270
Hunter Associates Investment Management
Pennsylvania
$210K – – –
EGA
2271
E&G Advisors
Texas
$210K +$223K +3,998 New
FAFN
2272
First Affirmative Financial Network
Colorado
$210K +$223K +4,007 New
JEST
2273
JTC Employer Solutions Trustee
Jersey
$209K – – –
AWS
2274
Arkfeld Wealth Strategies
Nebraska
$209K +$557 +10 +0.3%
WAG
2275
Winthrop Advisory Group
Massachusetts
$209K +$220K +3,953 New
89 90
91
92 93