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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1926
Orrstown Financial Services
Pennsylvania
$1.25M -$47.9K -96 -4%
RWI
1927
Red Wave Investments
Pennsylvania
$1.25M -$121K -243 -9%
SP
1928
Stablepoint Partners
Massachusetts
$1.25M -$32.4K -65 -3%
AIM
1929
Advyzon Investment Management
Illinois
$1.25M +$79.8K +160 +7%
APP
1930
Avantax Planning Partners
Iowa
$1.24M -$70.8K -142 -6%
CFO
1931
Cambient Family Office
Michigan
$1.24M +$118K +237 +11%
CCA
1932
Childress Capital Advisors
Texas
$1.24M -$200K -401 -14%
FFA
1933
Fragasso Financial Advisors
Pennsylvania
$1.24M +$248K +497 +26%
SCP
1934
Stevens Capital Partners
Nebraska
$1.24M +$70.3K +141 +6%
PVI
1935
Pine Valley Investments
New Jersey
$1.24M -$204K -409 -14%
OFO
1936
OneAscent Family Office
Alabama
$1.24M +$199K +400 +20%
CWM
1937
Chesapeake Wealth Management
Virginia
$1.24M +$46.9K +94 +4%
CAM
1938
Cidel Asset Management
Ontario, Canada
$1.23M +$303K +608 +34%
CFP
1939
Cascade Financial Partners
California
$1.23M +$21.4K +43 +2%
WCM
1940
Whitener Capital Management
North Carolina
$1.23M – – –
HS
1941
HighVista Strategies
Massachusetts
$1.22M -$269K -540 -18%
PTC
1942
Provident Trust Company
Wisconsin
$1.22M – – –
IRP
1943
Investment Research Partners
Pennsylvania
$1.22M +$134K +268 +13%
GCM
1944
GKV Capital Management
California
$1.22M -$1.5K -3 -0.1%
CAL
1945
Capital Advisors Ltd
Ohio
$1.22M +$10.5K +21 +0.9%
FGA
1946
Fortis Group Advisors
New Jersey
$1.22M -$101K -202 -8%
HAG
1947
HF Advisory Group
Maryland
$1.21M +$21.4K +43 +2%
AWAU
1948
Alliance Wealth Advisors (Utah)
Utah
$1.21M -$242K -486 -17%
ATI
1949
Act Two Investors
California
$1.2M +$1.17M +2,344 New
PSP
1950
Principal Street Partners
Tennessee
$1.2M +$43.4K +87 +4%
76 77
78
79 80