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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
2801
Panoramic Capital Partners
Oregon
$373K +$155K +284 +57%
DFA
2802
DHJJ Financial Advisors
Illinois
$373K -$23.4K -43 -6%
MSR
2803
Main Street Research
Connecticut
$373K +$63.1K +116 +21%
RA
2804
Riversedge Advisors
Delaware
$372K +$369K +678 New
AWP
2805
Atlas Wealth Partners
Pennsylvania
$371K – – –
CTA
2806
Colonial Trust Advisors
South Carolina
$369K – – –
MWP
2807
Madison Wealth Partners
Wisconsin
$369K -$8.17K -15 -2%
ODA
2808
One Degree Advisors
California
$369K +$7.62K +14 +2%
CSWG
2809
Cardinal Strategic Wealth Guidance
Kentucky
$369K -$23.4K -43 -6%
TVAMP
2810
Tennessee Valley Asset Management Partners
Tennessee
$369K -$544 -1 -0.1%
AWM
2811
Accel Wealth Management
Iowa
$368K +$21.2K +39 +6%
1C
2812
111 Capital
France
$368K -$174K -320 -32%
DIM
2813
Delta Investment Management
California
$366K -$1.07M -1,961 -75%
LRIA
2814
Leonard Rickey Investment Advisors
Washington
$366K -$27.2K -50 -7%
SICM
2815
Sustainable Insight Capital Management
New York
$366K +$109K +200 +43%
CRI
2816
Colonial River Investments
Virginia
$365K -$62.6K -115 -15%
GSIAS
2817
Garden State Investment Advisory Services
New Jersey
$365K +$19.6K +36 +6%
SIS
2818
Sound Income Strategies
Florida
$365K +$16.3K +30 +5%
LRIC
2819
Long Road Investment Counsel
Michigan
$365K +$362K +665 New
SFG
2820
SNS Financial Group
Minnesota
$364K +$12.5K +23 +4%
PJWM
2821
Philip James Wealth Mangement
Georgia
$363K +$92.5K +170 +34%
KBFS
2822
Kohmann Bosshard Financial Services
Ohio
$362K -$77.8K -143 -18%
FDDB
2823
Fidelity D&D Bancorp
Pennsylvania
$361K – – –
APM
2824
Advanced Portfolio Management
New York
$361K +$359K +659 New
CA
2825
Calton & Associates
Florida
$361K +$359K +659 New
111 112
113
114 115