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Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
3101
Harvest Investment Services
Illinois
$218K -$200K -555 -46%
RPGK
3102
Retirement Planning Group (Kansas)
Kansas
$218K +$1.08K +3 +0.5%
FFW
3103
Fusion Family Wealth
New York
$218K +$231K +641 New
TIA
3104
Tandem Investment Advisors
South Carolina
$218K +$231K +642 New
AW
3105
Avion Wealth
Texas
$217K – – –
CA
3106
CapWealth Advisors
Tennessee
$217K – – –
AWM
3107
Aprio Wealth Management
Georgia
$217K +$12.6K +35 +6%
WFPG
3108
Waller Financial Planning Group
Ohio
$216K – – –
VFPI
3109
Vantage Financial Partners (Illinois)
Illinois
$214K – – –
MHIC
3110
Marble Harbor Investment Counsel
Massachusetts
$214K +$15.8K +44 +8%
HDIM
3111
Hanson & Doremus Investment Management
Vermont
$214K +$25.2K +70 +12%
LA
3112
LexAurum Advisors
Kansas
$213K +$226K +627 New
SC
3113
Soundwatch Capital
Connecticut
$213K +$226K +628 New
SFP
3114
Strategic Financial Planning
Texas
$212K – – –
TCOK
3115
Trust Company of Kansas
Kansas
$211K -$8.64K -24 -4%
AOG
3116
Alpha Omega Group
Virginia
$210K – – –
TC
3117
Tenret Company
Florida
$210K – – –
GG
3118
Greenwood Gearhart
Arkansas
$210K +$223K +618 New
PH
3119
Pinnacle Holdings
Oklahoma
$210K +$223K +618 New
SPI
3120
Santori & Peters Inc
Pennsylvania
$209K – – –
AAM
3121
Autus Asset Management
Arizona
$207K -$12.6K -35 -5%
CCMINC
3122
Cardinal Capital Management Inc (North Carolina)
North Carolina
$207K – – –
NI
3123
NFC Investments
Tennessee
$206K -$81K -225 -27%
SWM
3124
Soundmark Wealth Management
Washington
$206K -$47.2K -131 -18%
MFP
3125
Meridian Financial Partners
Virginia
$206K – – –
123 124
125
126 127