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Name Holding Trade Value Shares
Change 		Change in
Stake
FAP
3076
Financial Advisory Partners
Florida
$275K – – –
VAMG
3077
Voisard Asset Management Group
Michigan
$274K +$3.16K +6 +1%
PFA
3078
Pathway Financial Advisers
Indiana
$273K – – –
MIM
3079
Marco Investment Management
Georgia
$273K -$9.48K -18 -3%
FDDB
3080
Fidelity D&D Bancorp
Pennsylvania
$273K -$35.8K -68 -11%
PPA
3081
Painted Porch Advisors
California
$272K -$290K -551 -50%
B
3082
Bayban
Minnesota
$272K -$18.4K -35 -6%
IEFM
3083
IQ EQ Fund Management
Ireland
$272K – – –
MMCM
3084
Murphy & Mullick Capital Management
New York
$272K – – –
PCWA
3085
Pacific Capital Wealth Advisors
California
$272K +$12.1K +23 +4%
EFL
3086
ERn Financial LLC
Wisconsin
$271K -$7.9K -15 -3%
CWA
3087
CogentBlue Wealth Advisors
Tennessee
$270K -$59K -112 -17%
CCA
3088
Clearwater Capital Advisors
Illinois
$270K +$284K +540 New
NWMG
3089
National Wealth Management Group
Ohio
$270K +$3.69K +7 +1%
AWM
3090
Abound Wealth Management
Tennessee
$269K +$50.6K +96 +22%
HWMO
3091
Heritage Wealth Management (Ohio)
Ohio
$269K – – –
WC
3092
Weil Company
California
$269K – – –
OPCM
3093
Osborne Partners Capital Management
California
$269K -$1.05K -2 -0.4%
PWP
3094
Prasad Wealth Partners
Ohio
$268K -$22.1K -42 -7%
BC
3095
Barrett & Company
Rhode Island
$267K – – –
TC
3096
Trust Company
Kansas
$267K +$46.9K +89 +20%
AFG
3097
Allegheny Financial Group
Pennsylvania
$267K -$57.4K -109 -17%
VDI
3098
Vaughan David Investments
Illinois
$267K – – –
BAWM
3099
Bennett Associates Wealth Management
Pennsylvania
$267K +$24.8K +47 +10%
NEWAS
3100
N.E.W. Advisory Services
Wisconsin
$266K -$216K -410 -43%
122 123
124
125 126