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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2776
Fountainhead AM
New Jersey
$259K -$2.79K -6 -1%
HFP
2777
Holistic Financial Partners
Indiana
$259K -$19.5K -42 -7%
CAGAS
2778
Capital Advisory Group Advisory Services
Minnesota
$258K – – –
AWA
2779
Alta Wealth Advisors
Massachusetts
$257K -$5.12K -11 -2%
FBB
2780
Fulton Breakefield Broenniman
Maryland
$257K – – –
CWC
2781
Carolinas Wealth Consulting
North Carolina
$257K +$51.2K +110 +27%
MSR
2782
Main Street Research
Connecticut
$257K +$24.2K +52 +11%
EGWAG
2783
Elwood & Goetz Wealth Advisory Group
Georgia
$256K +$17.2K +37 +8%
DPW
2784
DiNuzzo Private Wealth
Pennsylvania
$256K +$465 +1 +0.2%
CWM
2785
Cahaba Wealth Management
Georgia
$256K -$2.33K -5 -1%
WE
2786
Wealth Effects
Massachusetts
$256K -$14K -30 -5%
MLA
2787
MB, Levis & Associates
Pennsylvania
$255K – – –
PWA
2788
Phoenix Wealth Advisors
North Carolina
$255K -$93K -200 -28%
WB
2789
West Bancorporation
Iowa
$255K +$10.2K +22 +4%
TCM
2790
Tufton Capital Management
Maryland
$254K -$73.9K -159 -24%
CFD
2791
Creative Financial Designs
Indiana
$252K +$40.5K +87 +21%
VI
2792
VanderPol Investments
Michigan
$252K -$2.79K -6 -1%
PWM
2793
Provident Wealth Management
Tennessee
$251K +$20K +43 +9%
WAM
2794
Wallington Asset Management
Indiana
$251K +$237K +509 New
RGC
2795
Roberts, Glore & Co
Illinois
$251K – – –
CNTOF
2796
Canandaigua National Trust of Florida
New York
$251K +$236K +508 New
PS
2797
Portfolio Strategies
New York
$251K – – –
AR
2798
Apeiron RIA
Texas
$250K -$930 -2 -0.4%
BZWA
2799
Blue Zone Wealth Advisors
California
$250K +$236K +507 New
SPI
2800
Sutton Place Investors
New York
$250K +$236K +507 New
110 111
112
113 114