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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
3301
Verus Financial Partners
Virginia
$228K -$1.66K -5 -0.7%
FNBTCON
3302
First National Bank & Trust Co of Newtown
Pennsylvania
$228K – – –
LGA
3303
Lebenthal Global Advisors
New York
$227K -$136K -410 -38%
FFA
3304
Freedman Financial Associates
Massachusetts
$226K – – –
CFO
3305
Custos Family Office
Texas
$226K +$223K +671 New
BFAG
3306
Blackston Financial Advisory Group
Florida
$226K +$223K +672 New
TCM
3307
TD Capital Management
Tennessee
$225K – – –
CGA
3308
Crescent Grove Advisors
Illinois
$224K -$38.2K -115 -15%
DWA
3309
Delos Wealth Advisors
Texas
$224K +$112K +338 +103%
FFA
3310
Fi3 Financial Advisors
Indiana
$223K +$220K +664 New
OHWP
3311
Oak Harbor Wealth Partners
North Carolina
$222K +$219K +661 New
MJP
3312
Michael J. Puzo
$221K -$24.9K -75 -10%
SWP
3313
ShoreHaven Wealth Partners
New Jersey
$220K – – –
FCIM
3314
Fairview Capital Investment Management
California
$220K +$217K +655 New
GFP
3315
Guardian Financial Partners
California
$220K +$217K +655 New
SNB
3316
Security National Bank
Nebraska
$219K – – –
MHIC
3317
Marble Harbor Investment Counsel
Massachusetts
$219K +$6.64K +20 +3%
MSA
3318
McAlister Sweet & Associates
Texas
$219K +$216K +650 New
YWS
3319
Yarger Wealth Strategies
Ohio
$219K +$216K +651 New
NCMW
3320
Northern Capital Management (Washington)
Washington
$218K – – –
FPGK
3321
Financial Partners Group (Kansas)
Kansas
$218K +$11K +33 +5%
FA
3322
Financial Avengers
California
$217K -$21.6K -65 -9%
PIG
3323
Pantheon Investment Group
California
$217K -$12.6K -38 -6%
FB
3324
First Bancorp
Maine
$217K – – –
RPGK
3325
Retirement Planning Group (Kansas)
Kansas
$217K – – –
131 132
133
134 135