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Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
2276
MBM Wealth Consultants
Missouri
$290K -$15.1K -42 -5%
WDL
2277
Well Done LLC
Michigan
$290K -$4.67K -13 -2%
HWA
2278
HHM Wealth Advisors
Tennessee
$290K – – –
WBG
2279
Wharton Business Group
Pennsylvania
$290K – – –
CW
2280
Cook Wealth
North Carolina
$289K – – –
BFC
2281
Bedel Financial Consulting
Indiana
$289K +$719 +2 +0.2%
MPIA
2282
Mountain Pacific Investment Advisers
Idaho
$288K – – –
ST
2283
Somerset Trust
Pennsylvania
$288K +$46.7K +130 +19%
KSWA
2284
Kathleen S. Wright Associates
Pennsylvania
$286K -$503K -1,400 -64%
MCA
2285
Magnolia Capital Advisors
Mississippi
$286K -$98.1K -273 -25%
OWM
2286
Orgel Wealth Management
Wisconsin
$286K – – –
TCM
2287
Tufton Capital Management
Maryland
$285K +$57.5K +160 +25%
BCP
2288
Blackhawk Capital Partners
Wisconsin
$284K -$3.95K -11 -1%
CISOA
2289
Capital Investment Services of America
Wisconsin
$284K – – –
DFA
2290
DHJJ Financial Advisors
Illinois
$284K – – –
LRIA
2291
Leonard Rickey Investment Advisors
Washington
$282K -$15.1K -42 -5%
MPCG
2292
Matrix Private Capital Group
New York
$282K -$7.91K -22 -3%
TA
2293
TrueWealth Advisors
Alabama
$281K – – –
FNBOSM
2294
First National Bank of South Miami
Florida
$278K -$125K -349 -31%
JIC
2295
Joel Isaacson & Co
New York
$278K +$2.88K +8 +1%
TFA
2296
Triad Financial Advisors
North Carolina
$277K -$10.1K -28 -3%
IWN
2297
Independent Wealth Network
Iowa
$277K -$4.67K -13 -2%
BMC
2298
Benin Management Corp
Connecticut
$277K – – –
CFO
2299
Collective Family Office
Pennsylvania
$277K +$279K +775 New
CA
2300
Callahan Advisors
Texas
$276K +$18K +50 +7%
90 91
92
93 94