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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3226
Precedent Wealth Partners
Texas
$275K +$14.5K +26 +6%
FPGK
3227
Financial Partners Group (Kansas)
Kansas
$274K +$3.35K +6 +1%
FZCM
3228
Flynn Zito Capital Management
New York
$274K – – –
OA
3229
Operose Advisors
Wisconsin
$274K +$4.47K +8 +2%
TNB
3230
Thomasville National Bank
Georgia
$273K +$10.6K +19 +4%
WMA
3231
William Mack & Associates
Michigan
$273K -$9.5K -17 -3%
SEP
3232
Signature Equity Partners
Ohio
$272K +$267K +477 New
LC
3233
Lavelle Capital
California
$272K +$266K +476 New
ONSWM
3234
Old North State Wealth Management
North Carolina
$272K -$63.7K -114 -19%
IPW
3235
Impact Partnership Wealth
Georgia
$272K +$14.5K +26 +6%
SLP
3236
Storen Legacy Partners
Indiana
$271K +$266K +475 New
GC
3237
Gibson Capital
Pennsylvania
$271K -$14.5K -26 -5%
EMC
3238
Everest Management Corp
California
$271K -$32.4K -58 -11%
PFS
3239
Prospect Financial Services
New York
$271K +$559 +1 +0.2%
FWIA
3240
Fort Washington Investment Advisors
Ohio
$271K +$53.1K +95 +25%
OAS
3241
Optivise Advisory Services
Tennessee
$270K +$26.8K +48 +11%
PWM
3242
Partners Wealth Management
California
$269K -$28K -50 -10%
ZAM
3243
Zevin Asset Management
Massachusetts
$269K – – –
SH
3244
SLT Holdings
Arizona
$269K +$36.3K +65 +16%
BCAM
3245
Boston Common Asset Management
Massachusetts
$268K -$1.24M -2,224 -83%
FS
3246
Financial Symmetry
North Carolina
$268K – – –
HIS
3247
Horizon Investment Services
Indiana
$268K – – –
WAM
3248
Wallington Asset Management
Indiana
$268K -$4.47K -8 -2%
WWM
3249
Wiser Wealth Management
Georgia
$268K -$1.12K -2 -0.4%
EA
3250
Ellsworth Advisors
Ohio
$268K -$1.68K -3 -0.6%
128 129
130
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