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Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
2476
L. Roy Papp & Associates
Arizona
$553K -$81.4K -330 -15%
SIA
2477
Soltis Investment Advisors
Utah
$552K +$4.2K +17 +0.9%
FFA
2478
Fragasso Financial Advisors
Pennsylvania
$551K +$78.7K +319 +20%
PWM
2479
PBMares Wealth Management
Virginia
$550K -$44.9K -182 -9%
PS
2480
Planned Solutions
California
$550K -$6.91K -28 -1%
WCM
2481
Weik Capital Management
Pennsylvania
$550K -$19.7K -80 -4%
NB
2482
Northwest Bancshares
Pennsylvania
$549K +$7.9K +32 +2%
RB
2483
Renasant Bank
Mississippi
$548K – – –
B
2484
Bensler
Washington
$546K +$126K +509 +36%
SIAP
2485
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$546K +$27.9K +113 +6%
FH
2486
FWG Holdings
Florida
$546K -$15.3K -62 -3%
SSW
2487
Smith Shellnut Wilson
Mississippi
$546K -$3.7K -15 -0.8%
TA
2488
Tactive Advisors
Florida
$544K +$182K +737 +64%
WJA
2489
Willis Johnson & Associates
Texas
$544K +$13.1K +53 +3%
HAIM
2490
Hunter Associates Investment Management
Pennsylvania
$543K -$12.3K -50 -3%
MUMSS
2491
Mitsubishi UFJ Morgan Stanley Securities
Japan
$542K +$466K +1,890 New
IA
2492
IFG Advisors
Missouri
$542K – – –
DBT
2493
Dubuque Bank & Trust
Iowa
$541K +$38.2K +155 +9%
WCG
2494
Weaver Consulting Group
California
$539K -$3.21K -13 -0.7%
9WM
2495
9258 Wealth Management
Ohio
$539K -$18K -73 -4%
MCM
2496
Morton Capital Management
California
$538K – – –
CWM
2497
Castle Wealth Management
Florida
$537K -$31.3K -127 -6%
PHIC
2498
Pine Haven Investment Counsel
Massachusetts
$536K -$15.1K -61 -3%
MCM
2499
MV Capital Management
Maryland
$533K +$48.4K +196 +12%
OWA
2500
Opal Wealth Advisors
New York
$533K -$99.2K -402 -18%
98 99
100
101 102