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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
3001
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$164K – – –
IWP
3002
IAG Wealth Partners
Wisconsin
$160K +$13.7K +50 +9%
CB
3003
Community Bank
New York
$159K +$5.48K +20 +4%
RBC
3004
Roble Belko & Company
Pennsylvania
$158K +$9.6K +35 +6%
TFA
3005
Toth Financial Advisory
Virginia
$157K -$480K -1,750 -75%
NCM
3006
New Capital Management
Texas
$157K – – –
NWA
3007
Navis Wealth Advisors
New York
$154K +$154K +562 New
TCM
3008
Tanaka Capital Management
New York
$152K – – –
NOI
3009
Newton One Investments
Delaware
$149K +$149K +545 New
HWM
3010
Holloway Wealth Management
Florida
$148K – – –
GM
3011
GeoWealth Management
Illinois
$147K +$149K +543 New
PGAM
3012
Princeton Global Asset Management
New Jersey
$143K -$37K -135 -21%
HWA
3013
HHM Wealth Advisors
Tennessee
$143K – – –
COCM
3014
Charter Oak Capital Management
New Hampshire
$141K +$141K +515 New
NC
3015
Nixon Capital
Texas
$137K +$137K +500 New
KFS
3016
Kelly Financial Services
Massachusetts
$134K -$15.9K -58 -11%
LD
3017
Lipe & Dalton
New York
$131K – – –
MSFP
3018
Mark Sheptoff Financial Planning
Connecticut
$130K +$31.5K +115 +32%
BC
3019
Barnett & Company
Tennessee
$119K – – –
MIHAS
3020
Maj Invest Holding A/S
Denmark
$117K – – –
SIAG
3021
Signet Investment Advisory Group
Rhode Island
$117K +$118K +429 New
LJHT
3022
Laurie J. Hall Trustee
$115K – – –
PP
3023
PrairieView Partners
Minnesota
$114K – – –
PWA
3024
Phoenix Wealth Advisors
North Carolina
$113K +$114K +415 New
CWA
3025
Clearview Wealth Advisors
Oregon
$112K +$112K +409 New
119 120
121
122 123