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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2976
Blue Chip Partners
Michigan
$289K -$3.27K -6 -1%
PWA
2977
Phoenix Wealth Advisors
North Carolina
$289K -$3.27K -6 -1%
RB
2978
Rodgers Brothers
Pennsylvania
$288K – – –
PWP
2979
Precedent Wealth Partners
Texas
$288K +$286K +526 New
AFW
2980
Avantra Family Wealth
Pennsylvania
$288K -$183K -336 -39%
EWA
2981
Etesian Wealth Advisors
Oregon
$287K – – –
1W
2982
1776 Wealth
Georgia
$287K +$13.1K +24 +5%
HWM
2983
Hobbs Wealth Management
Indiana
$287K +$1.09K +2 +0.4%
CC
2984
Climber Capital
Switzerland
$285K -$25K -46 -7%
DPW
2985
DiNuzzo Private Wealth
Pennsylvania
$285K +$544 +1 +0.2%
FMP
2986
Financial Management Professionals
Texas
$285K +$4.9K +9 +2%
PPC
2987
Pennington Partners & Co
Maryland
$284K -$228K -418 -45%
MLA
2988
MB, Levis & Associates
Pennsylvania
$283K – – –
PVM
2989
Palogic Value Management
Texas
$283K +$19.6K +36 +7%
EGWAG
2990
Elwood & Goetz Wealth Advisory Group
Georgia
$283K -$1.63K -3 -0.6%
FAT
2991
First American Trust
California
$282K +$544 +1 +0.2%
1M
2992
1248 Management
Missouri
$282K +$280K +515 New
RAM
2993
Readystate Asset Management
Illinois
$282K +$280K +515 New
TCM
2994
Tufton Capital Management
Maryland
$282K – – –
B
2995
Barings
North Carolina
$282K -$50.6K -93 -15%
M
2996
MOTCO
Texas
$282K -$14.7K -27 -5%
FWI
2997
Facet Wealth Inc
Maryland
$282K +$56.1K +103 +26%
MWM
2998
MGB Wealth Management
Texas
$281K – – –
NWM
2999
Nova Wealth Management
Florida
$281K -$21.8K -40 -7%
ACM
3000
Andina Capital Management
Utah
$281K -$3.27K -6 -1%
118 119
120
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