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Name Holding Trade Value Shares
Change 		Change in
Stake
KIC
2826
Kensington Investment Counsel
California
$590K -$16.3K -50 -3%
CWG
2827
Crown Wealth Group
North Carolina
$590K +$72.3K +222 +15%
CH
2828
Canton Hathaway
Rhode Island
$588K – – –
PCM
2829
Pennsylvania Capital Management
Pennsylvania
$588K -$1.27M -3,899 -70%
KC
2830
Kingfisher Capital
North Carolina
$585K -$3.26K -10 -0.6%
TWM
2831
Trevian Wealth Management
Massachusetts
$585K +$4.23K +13 +0.8%
FA
2832
Fiduciary Alliance
South Carolina
$582K -$1.95K -6 -0.4%
RWI
2833
Red Wave Investments
Pennsylvania
$580K -$326 -1 -0.1%
EA
2834
Echo45 Advisors
California
$580K -$4.23K -13 -0.8%
WFA
2835
Wellspring Financial Advisors
Ohio
$580K +$180K +554 +51%
SFP
2836
Sterling Financial Planning
New Jersey
$579K -$30.3K -93 -5%
VI
2837
Versor Investments
New York
$579K +$533K +1,637 New
FFBTD
2838
First Financial Bank - Trust Division
Ohio
$579K +$51.8K +159 +11%
RRCM
2839
Rappaport Reiches Capital Management
Illinois
$578K +$58K +178 +12%
SPA
2840
Sherbrooke Park Advisers
New York
$577K -$180K -553 -25%
PFG
2841
PAX Financial Group
Texas
$576K +$82.1K +252 +26%
KL
2842
KilterHowling LLC
Colorado
$575K +$394K +1,211 New
OMIC
2843
Old Mission Investment Co
Michigan
$575K -$22.1K -68 -4%
RCM
2844
Radnor Capital Management
Pennsylvania
$575K -$97.7K -300 -16%
CWA
2845
Centennial Wealth Advisory
Michigan
$575K +$12K +37 +2%
LA
2846
Lynch & Associates
Indiana
$575K +$5.21K +16 +1%
FH
2847
FWG Holdings
Florida
$573K -$34.2K -105 -6%
RWP
2848
Ridgecrest Wealth Partners
California
$572K -$2.6K -8 -0.5%
RWRC
2849
R.W. Roge & Company
New York
$572K – – –
CCP
2850
Cassia Capital Partners
North Carolina
$572K +$27.7K +85 +6%
112 113
114
115 116