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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
1801
National Wealth Management Group
Ohio
$259K -$7.55K -16 -3%
FMTC
1802
Farmers & Merchants Trust Company
California
$259K -$5.66K -12 -2%
JWM
1803
JGP Wealth Management
Oregon
$258K +$1.89K +4 +0.8%
FWP
1804
Fiduciary Wealth Partners
Massachusetts
$258K -$10.9K -23 -4%
FB
1805
Finward Bancorp
Indiana
$256K – – –
MSWM
1806
Mowery & Schoenfeld Wealth Management
Illinois
$256K – – –
PWW
1807
Pettyjohn Wood & White
Virginia
$255K +$8.96K +19 +4%
TFIPS
1808
Towarzystwo Funduszy Inwestycyjnych PZU SA
$255K -$21.2K -45 -8%
SS
1809
Sunbelt Securities
Texas
$255K +$73.1K +155 +43%
SGFG
1810
Silver Grove Financial Group
New York
$254K +$242K +513 New
FFA
1811
Fragasso Financial Advisors
Pennsylvania
$253K +$239K +507 New
AL
1812
Aspiriant LLC
California
$253K -$27.4K -58 -10%
MAG
1813
Meadowbrook Advisors Group
New Jersey
$253K +$9.91K +21 +4%
BCMLT
1814
Beacon Capital Management LLC (Tennessee)
Tennessee
$253K -$944 -2 -0.4%
DA
1815
Dillon & Associates
Michigan
$253K +$1.42K +3 +0.6%
CWA
1816
Consilio Wealth Advisors
Washington
$253K +$241K +510 New
AFG
1817
ABLE Financial Group
Arizona
$253K -$62.8K -133 -21%
KA
1818
KLCM Advisors
Wisconsin
$253K – – –
LWA
1819
Legacy Wealth Advisors
Florida
$253K +$241K +510 New
WCFA
1820
Walkner Condon Financial Advisors
Wisconsin
$253K +$241K +510 New
SFP
1821
Shepherd Financial Partners
Massachusetts
$252K -$944 -2 -0.4%
OPCM
1822
Osborne Partners Capital Management
California
$252K – – –
AWA
1823
Aletheian Wealth Advisors
Washington
$252K +$240K +508 New
CCM
1824
Canal Capital Management
Virginia
$251K +$239K +507 New
AA
1825
Advisory Advocates
Michigan
$251K -$10.4K -22 -4%
71 72
73
74 75