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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1526
Berkshire Asset Management
Pennsylvania
$370K -$47.9K -105 -12%
CP
1527
Canopy Partners
Ohio
$370K +$10K +22 +3%
OTL
1528
Oak Thistle LLC
New York
$369K +$359K +787 New
RWP
1529
Revolve Wealth Partners
New Jersey
$367K -$2.28K -5 -0.6%
CIC
1530
Crawford Investment Counsel
Georgia
$366K +$76.2K +167 +27%
EFA
1531
Evernest Financial Advisors
Indiana
$365K +$83.5K +183 +31%
IIM
1532
InTrack Investment Management
Vermont
$364K +$354K +776 New
SMA
1533
Seven Mile Advisory
New Jersey
$363K -$19.2K -42 -5%
CFP
1534
Cascade Financial Partners
California
$363K – – –
RFN
1535
RDA Financial Network
Iowa
$361K -$8.67K -19 -2%
NJIM
1536
Nabity-Jensen Investment Management
Nebraska
$361K +$1.37K +3 +0.4%
SSC
1537
Syverson Strege & Co
Iowa
$361K +$351K +769 New
CWG
1538
Cornerstone Wealth Group
North Carolina
$361K +$55.2K +121 +19%
NWAG
1539
Net Worth Advisory Group
Utah
$361K +$1.83K +4 +0.5%
PVI
1540
Pine Valley Investments
New Jersey
$356K -$2.28K -5 -0.7%
LA
1541
Latitude Advisors
Florida
$356K -$913 -2 -0.3%
CPRC
1542
Consolidated Portfolio Review Corp
New York
$355K -$1.37K -3 -0.4%
PBO
1543
Peoples Bank (Ohio)
Ohio
$355K -$9.59K -21 -3%
RWA
1544
Rooted Wealth Advisors
Illinois
$355K +$2.28K +5 +0.7%
MSAM
1545
Moloney Securities Asset Management
Missouri
$352K -$4.56K -10 -1%
HWMO
1546
Heritage Wealth Management (Ohio)
Ohio
$352K -$75.3K -165 -18%
PHS
1547
Pekin Hardy Strauss
Illinois
$351K – – –
LW
1548
Linscomb Wealth
Texas
$350K -$153K -335 -31%
CG
1549
Clifford Group
Massachusetts
$350K +$341K +746 New
RCM
1550
Radnor Capital Management
Pennsylvania
$349K – – –
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