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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
3251
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$693K +$103K +200 +20%
PWP
3252
Phillips Wealth Planners
Mississippi
$691K +$112K +217 +22%
TFA
3253
Toth Financial Advisory
Virginia
$691K +$25.2K +49 +4%
CCA
3254
Conservest Capital Advisors
Pennsylvania
$688K – – –
KCIC
3255
Kuhn & Co Investment Counsel
Illinois
$688K +$27.3K +53 +5%
CGA
3256
Crescent Grove Advisors
Illinois
$686K -$158K -308 -20%
BDA
3257
Borer Denton & Associates
Pennsylvania
$681K – – –
VC
3258
Veery Capital
Delaware
$680K -$13.4K -26 -2%
RFG
3259
RFP Financial Group
Georgia
$680K +$1.03K +2 +0.2%
NI
3260
NDVR Inc
Massachusetts
$679K -$13.9K -27 -2%
V
3261
ViaWealth
Kansas
$674K -$1.03K -2 -0.2%
TCMP
3262
Thrive Capital Management (Pennsylvania)
Pennsylvania
$669K -$28.8K -56 -5%
FUBT
3263
First United Bank & Trust
Maryland
$667K -$122K -238 -17%
HWMG
3264
Hurlow Wealth Management Group
Indiana
$667K +$343K +667 +134%
TA
3265
TKG Advisors
Indiana
$667K -$20.1K -39 -3%
VAF
3266
Values Added Financial
District of Columbia
$666K +$4.12K +8 +0.7%
IF
3267
Intrua Financial
Texas
$663K -$299K -581 -33%
MAM
3268
Marquette Asset Management
Minnesota
$662K -$12.9K -25 -2%
MHR
3269
Matthew Hamilton Rosenberg
$662K – – –
CCG
3270
Capital CS Group
California
$662K -$37.6K -73 -6%
HP
3271
Holistic Planning
Texas
$660K -$3.09K -6 -0.5%
TFA
3272
Tobias Financial Advisors
Florida
$659K -$5.66K -11 -0.9%
WC
3273
Winmill & Co
New Hampshire
$658K – – –
TWA
3274
Talisman Wealth Advisors
New Jersey
$658K +$3.09K +6 +0.5%
IIA
3275
ICW Investment Advisors
Arizona
$657K +$45.8K +89 +8%
129 130
131
132 133