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Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
1801
Kohmann Bosshard Financial Services
Ohio
$261K +$6.61K +14 +3%
S
1802
Sunpointe
Missouri
$260K +$248K +525 New
SHFP
1803
Second Half Financial Partners
Florida
$259K -$64.6K -137 -21%
NWMG
1804
National Wealth Management Group
Ohio
$259K -$7.55K -16 -3%
FMTC
1805
Farmers & Merchants Trust Company
California
$259K -$5.66K -12 -2%
JWM
1806
JGP Wealth Management
Oregon
$258K +$1.89K +4 +0.8%
FWP
1807
Fiduciary Wealth Partners
Massachusetts
$258K -$10.9K -23 -4%
FB
1808
Finward Bancorp
Indiana
$256K – – –
MSWM
1809
Mowery & Schoenfeld Wealth Management
Illinois
$256K – – –
PWW
1810
Pettyjohn Wood & White
Virginia
$255K +$8.96K +19 +4%
TFIPS
1811
Towarzystwo Funduszy Inwestycyjnych PZU SA
$255K -$21.2K -45 -8%
SS
1812
Sunbelt Securities
Texas
$255K +$73.1K +155 +43%
SGFG
1813
Silver Grove Financial Group
New York
$254K +$242K +513 New
FFA
1814
Fragasso Financial Advisors
Pennsylvania
$253K +$239K +507 New
AL
1815
Aspiriant LLC
California
$253K -$27.4K -58 -10%
MAG
1816
Meadowbrook Advisors Group
New Jersey
$253K +$9.91K +21 +4%
BCMLT
1817
Beacon Capital Management LLC (Tennessee)
Tennessee
$253K -$944 -2 -0.4%
DA
1818
Dillon & Associates
Michigan
$253K +$1.42K +3 +0.6%
CWA
1819
Consilio Wealth Advisors
Washington
$253K +$241K +510 New
AFG
1820
ABLE Financial Group
Arizona
$253K -$62.8K -133 -21%
KA
1821
KLCM Advisors
Wisconsin
$253K – – –
LWA
1822
Legacy Wealth Advisors
Florida
$253K +$241K +510 New
WCFA
1823
Walkner Condon Financial Advisors
Wisconsin
$253K +$241K +510 New
SFP
1824
Shepherd Financial Partners
Massachusetts
$252K -$944 -2 -0.4%
OPCM
1825
Osborne Partners Capital Management
California
$252K – – –
71 72
73
74 75