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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
2651
Brass Tax Wealth Management
Ohio
$306K +$316K +693 New
KFA
2652
Kapstone Financial Advisors
Ohio
$305K – – –
GGI
2653
Godsey & Gibb Inc
Virginia
$305K – – –
SA
2654
Strategic Advocates
Utah
$305K – – –
FCMT
2655
Founders Capital Management (Texas)
Texas
$304K – – –
AI
2656
Accredited Investors
Minnesota
$303K +$73.3K +161 +31%
LWM
2657
LongView Wealth Management
Georgia
$302K -$4.55K -10 -1%
FMTCOCP
2658
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$301K +$159K +350 +105%
FDDB
2659
Fidelity D&D Bancorp
Pennsylvania
$301K – – –
BI
2660
Ballast Inc
Kentucky
$300K -$4.55K -10 -1%
KSWA
2661
Kathleen S. Wright Associates
Pennsylvania
$299K – – –
LAM
2662
Lewis Asset Management
California
$299K +$112K +246 +57%
FWP
2663
FAS Wealth Partners
Kansas
$298K +$32.3K +71 +12%
SAM
2664
Strategy Asset Managers
California
$298K -$70.2K -154 -17%
TCM
2665
Tufton Capital Management
Maryland
$297K – – –
MWM
2666
Mosley Wealth Management
California
$296K +$25.5K +56 +9%
FI
2667
Financial Insights
Washington
$296K -$34.6K -76 -10%
GEA
2668
Glen Eagle Advisors
New Jersey
$296K +$133K +292 +77%
TFA
2669
Tranquilli Financial Advisor
New Jersey
$295K -$15K -33 -5%
IC
2670
Inscription Capital
Texas
$294K – – –
SICM
2671
Sustainable Insight Capital Management
New York
$294K +$35.1K +77 +13%
KIG
2672
Kowal Investment Group
Wisconsin
$294K +$12.8K +28 +4%
IAG
2673
Investment Advisory Group
Massachusetts
$293K +$52.4K +115 +21%
O
2674
Ossiam
France
$293K +$175K +384 +137%
FA
2675
Fermata Advisors
California
$293K +$70.2K +154 +30%
105 106
107
108 109