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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3001
Marco Investment Management
Georgia
$286K +$4.99K +10 +2%
OWG
3002
Oxford Wealth Group
Florida
$286K -$13K -26 -4%
DA
3003
Drake & Associates
Wisconsin
$285K -$57.3K -115 -17%
IVP
3004
Intrinsic Value Partners
Arizona
$285K – – –
LWM
3005
LJI Wealth Management
Indiana
$285K +$42.9K +86 +18%
TCM
3006
Tandem Capital Management
New Jersey
$285K +$276K +554 New
HSG
3007
Helen Stephens Group
Texas
$284K +$11K +22 +4%
PAM
3008
Palisade Asset Management
Minnesota
$284K – – –
JRSI
3009
Jeter Robert S II
$283K -$8.97K -18 -3%
FPH
3010
Financial Planning Hawaii
Hawaii
$283K -$38.4K -77 -12%
BZWA
3011
Blue Zone Wealth Advisors
California
$282K -$5.98K -12 -2%
FAP
3012
Financial Advisory Partners
Florida
$282K – – –
BMWS
3013
Brady Martz Wealth Solutions
North Dakota
$282K -$499 -1 -0.2%
CA
3014
COFG Advisors
Illinois
$282K -$47.9K -96 -15%
PFA
3015
Pathway Financial Advisers
Indiana
$281K +$499 +1 +0.2%
AFG
3016
Allegheny Financial Group
Pennsylvania
$281K +$5.98K +12 +2%
FDDB
3017
Fidelity D&D Bancorp
Pennsylvania
$280K – – –
FBB
3018
Fulton Breakefield Broenniman
Maryland
$280K -$3.99K -8 -1%
PPA
3019
Painted Porch Advisors
California
$280K – – –
SIC
3020
SJS Investment Consulting
Ohio
$279K +$8.97K +18 +3%
MMCM
3021
Murphy & Mullick Capital Management
New York
$279K – – –
EP
3022
E6 Portfolios
Utah
$279K +$271K +544 New
GCM
3023
Gambit Capital Management
Tennessee
$278K +$12.5K +25 +5%
WCG
3024
Weaver Consulting Group
California
$277K +$5.98K +12 +2%
MW
3025
Members Wealth
Pennsylvania
$277K -$15.5K -31 -5%
119 120
121
122 123