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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3226
Court Place Advisors
Maryland
$354K -$13.4K -41 -4%
FBFS
3227
First Business Financial Services
Wisconsin
$353K -$326K -1,001 -50%
BA
3228
Bluesphere Advisors
Pennsylvania
$353K +$26.1K +80 +9%
RB
3229
Rodgers Brothers
Pennsylvania
$352K -$13K -40 -4%
HCM
3230
Hall Capital Management
Rhode Island
$351K – – –
IIM
3231
Ipswich Investment Management
Massachusetts
$351K – – –
EFMC
3232
Empire Financial Management Company
New York
$351K +$5.86K +18 +2%
MFS
3233
Madrona Financial Services
Washington
$350K +$1.95K +6 +0.6%
BWP
3234
Barlow Wealth Partners
Kentucky
$350K +$322K +988 New
BONH
3235
Bank of New Hampshire
New Hampshire
$349K -$32.6K -100 -9%
I2I
3236
Insight 2811 Inc
Illinois
$349K -$46.6K -143 -13%
SCM
3237
Seascape Capital Management
New Hampshire
$349K +$85.3K +262 +36%
HGERS
3238
Householder Group Estate & Retirement Specialist
Arizona
$349K +$94.4K +290 +42%
CF
3239
Crosspoint Financial
California
$349K -$32.6K -100 -9%
OA
3240
Operose Advisors
Wisconsin
$348K -$455K -1,396 -59%
SNBOSCI
3241
Security National Bank of Sioux City Iowa
Iowa
$348K -$16.3K -50 -5%
FA
3242
FSA Advisors
Michigan
$347K +$319K +981 New
LOPW
3243
Live Oak Private Wealth
North Carolina
$347K -$326 -1 -0.1%
IWS
3244
Insight Wealth Strategies
California
$347K +$29K +89 +10%
AF
3245
Apollon Financial
South Carolina
$347K +$319K +979 New
SWM
3246
Shelton Wealth Management
Texas
$347K +$319K +979 New
AIM
3247
Alhambra Investment Management
Florida
$346K +$11.7K +36 +4%
IIA
3248
ICW Investment Advisors
Arizona
$346K +$40.4K +124 +15%
BCFD
3249
Boit C.F. David
$344K – – –
3F
3250
360 Financial
Minnesota
$344K -$1.63K -5 -0.5%
128 129
130
131 132