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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
2776
Lafayette Investments
Maryland
$259K +$10.2K +22 +4%
EWA
2777
Etesian Wealth Advisors
Oregon
$259K +$244K +524 New
FA
2778
Fountainhead AM
New Jersey
$259K -$2.79K -6 -1%
HFP
2779
Holistic Financial Partners
Indiana
$259K -$19.5K -42 -7%
CAGAS
2780
Capital Advisory Group Advisory Services
Minnesota
$258K – – –
AWA
2781
Alta Wealth Advisors
Massachusetts
$257K -$5.12K -11 -2%
FBB
2782
Fulton Breakefield Broenniman
Maryland
$257K – – –
CWC
2783
Carolinas Wealth Consulting
North Carolina
$257K +$51.2K +110 +27%
MSR
2784
Main Street Research
Connecticut
$257K +$24.2K +52 +11%
EGWAG
2785
Elwood & Goetz Wealth Advisory Group
Georgia
$256K +$17.2K +37 +8%
DPW
2786
DiNuzzo Private Wealth
Pennsylvania
$256K +$465 +1 +0.2%
CWM
2787
Cahaba Wealth Management
Georgia
$256K -$2.33K -5 -1%
WE
2788
Wealth Effects
Massachusetts
$256K -$14K -30 -5%
MLA
2789
MB, Levis & Associates
Pennsylvania
$255K – – –
PWA
2790
Phoenix Wealth Advisors
North Carolina
$255K -$93K -200 -28%
WB
2791
West Bancorporation
Iowa
$255K +$10.2K +22 +4%
TCM
2792
Tufton Capital Management
Maryland
$254K -$73.9K -159 -24%
CFD
2793
Creative Financial Designs
Indiana
$252K +$40.5K +87 +21%
VI
2794
VanderPol Investments
Michigan
$252K -$2.79K -6 -1%
PWM
2795
Provident Wealth Management
Tennessee
$251K +$20K +43 +9%
WAM
2796
Wallington Asset Management
Indiana
$251K +$237K +509 New
RGC
2797
Roberts, Glore & Co
Illinois
$251K – – –
CNTOF
2798
Canandaigua National Trust of Florida
New York
$251K +$236K +508 New
PS
2799
Portfolio Strategies
New York
$251K – – –
AR
2800
Apeiron RIA
Texas
$250K -$930 -2 -0.4%
110 111
112
113 114