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Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
2326
Wharton Business Group
Pennsylvania
$282K – – –
MF
2327
Montis Financial
Massachusetts
$282K -$2.63K -8 -1%
HP
2328
Hyperion Partners
Pennsylvania
$282K +$267K +810 New
AFAS
2329
Acorn Financial Advisory Services
Virginia
$281K +$329 +1 +0.1%
TA
2330
Trellis Advisors
Washington
$281K +$18.4K +56 +7%
MPIA
2331
Mountain Pacific Investment Advisers
Idaho
$280K – – –
PFWA
2332
Paces Ferry Wealth Advisors
Georgia
$279K -$18.1K -55 -6%
OWM
2333
Orgel Wealth Management
Wisconsin
$279K – – –
KFA
2334
Kapstone Financial Advisors
Ohio
$278K +$244K +742 New
TCM
2335
Tufton Capital Management
Maryland
$278K – – –
TFA
2336
Triad Financial Advisors
North Carolina
$278K +$5.6K +17 +2%
PB
2337
Pinnacle Bancorp
Nebraska
$277K +$15.8K +48 +6%
WH
2338
Willner & Heller
California
$275K -$7.9K -24 -3%
QT
2339
Quantbot Technologies
New York
$274K -$8.28M -25,165 -97%
CCT
2340
Chemung Canal Trust
New York
$274K – – –
AP
2341
Adero Partners
California
$273K +$26.7K +81 +11%
AAS
2342
Annex Advisory Services
Wisconsin
$273K +$15.8K +48 +7%
MSFP
2343
Mark Sheptoff Financial Planning
Connecticut
$273K -$98.7K -300 -28%
CHP
2344
Cable Hill Partners
Oregon
$273K +$258K +785 New
ZF
2345
Zhang Financial
Michigan
$272K +$16.1K +49 +7%
CSB
2346
City State Bank
Iowa
$272K – – –
OFG
2347
Oxford Financial Group
Indiana
$272K +$257K +782 New
AAMC
2348
Asset Allocation & Management Company
Illinois
$271K +$257K +780 New
DA
2349
DSC Advisors
Illinois
$271K -$945K -2,870 -79%
HCM
2350
Highview Capital Management
Illinois
$270K – – –
92 93
94
95 96