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Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1401
Patrick M. Sweeney & Associates
Illinois
$345K – – –
PCH
1402
PGIM Custom Harvest
New Jersey
$345K +$346K +786 New
DOA
1403
D'Orazio & Associates
Virginia
$344K +$8.36K +19 +2%
ICP
1404
Interchange Capital Partners
Pennsylvania
$344K +$106K +240 +44%
DCM
1405
Donaldson Capital Management
Indiana
$341K -$148K -336 -30%
NCM
1406
Northside Capital Management
Oregon
$341K – – –
JCM
1407
Jacobsen Capital Management
Utah
$340K +$7.48K +17 +2%
LI
1408
LMCG Investments
Massachusetts
$338K +$2.64K +6 +0.8%
FOA
1409
Five Oceans Advisors
California
$338K +$106K +242 +46%
PVI
1410
Pine Valley Investments
New Jersey
$336K -$22K -50 -6%
RWA
1411
Rooted Wealth Advisors
Illinois
$335K – – –
SOW
1412
State of Wyoming
Wyoming
$335K -$136K -310 -29%
RG
1413
Renaissance Group
Kentucky
$333K – – –
CFS
1414
CRA Financial Services
New Jersey
$333K +$20.7K +47 +7%
SAM
1415
Strategy Asset Managers
California
$333K +$19.8K +45 +5%
FWM
1416
Foguth Wealth Management
Michigan
$332K +$333K +757 New
PBO
1417
Peoples Bank (Ohio)
Ohio
$331K – – –
CP
1418
Canopy Partners
Ohio
$330K +$3.08K +7 +0.9%
MAG
1419
M3 Advisory Group
Massachusetts
$329K +$27.7K +63 +9%
HBT
1420
Heartland Bank & Trust
Illinois
$329K +$3.08K +7 +0.9%
AAP
1421
Arax Advisory Partners
Colorado
$328K +$139K +316 +73%
CFP
1422
Cascade Financial Partners
California
$328K – – –
NJIM
1423
Nabity-Jensen Investment Management
Nebraska
$327K – – –
SAI
1424
Savvy Advisors Inc
New York
$327K +$328K +745 New
RCM
1425
Radnor Capital Management
Pennsylvania
$326K – – –
55 56
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58 59