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Name Holding Trade Value Shares
Change 		Change in
Stake
GRA
3501
Golden Road Advisors
Florida
$232K +$214K +656 New
SFS
3502
Strategic Financial Services
New York
$232K +$213K +655 New
SWM
3503
Schwallier Wealth Management
Michigan
$231K +$213K +653 New
MAC
3504
Mason & Associates (California)
California
$231K +$212K +652 New
FCM
3505
Fogel Capital Management
Florida
$231K +$160K +491 New
CASB
3506
Cape Ann Savings Bank
Massachusetts
$231K +$192K +591 New
TFA
3507
Tobias Financial Advisors
Florida
$230K +$212K +651 New
WBCM
3508
Wilson & Boucher Capital Management
California
$230K +$212K +650 New
FB
3509
First Bancorp
Maine
$230K -$25.7K -79 -11%
RL
3510
Rogco LP
Oklahoma
$229K +$156K +480 +287%
FS
3511
Ferguson Shapiro
Georgia
$228K +$210K +645 New
LFGO
3512
Legacy Financial Group (Oklahoma)
Oklahoma
$228K +$210K +644 New
SW
3513
Signify Wealth
Missouri
$228K +$210K +644 New
FSG
3514
Financial Strategies Group
Michigan
$228K +$190K +583 New
GD
3515
Grandfield & Dodd
New York
$228K -$33.2K -102 -14%
CAM
3516
Creekmur Asset Management
Illinois
$228K +$209K +643 New
VFG
3517
Valley Financial Group
Pennsylvania
$227K +$209K +642 New
BIA
3518
Barry Investment Advisors
Massachusetts
$227K -$41.7K -128 -17%
CP
3519
Castleview Partners
Texas
$227K +$93.5K +287 +81%
FFW
3520
Fusion Family Wealth
New York
$227K +$209K +641 New
SAA
3521
Southeast Asset Advisors
Georgia
$227K +$209K +641 New
GWWM
3522
Great Waters Wealth Management
Minnesota
$227K +$214K +658 New
LWMG
3523
Levy Wealth Management Group
Pennsylvania
$227K -$106K -326 -34%
BFA
3524
Benedict Financial Advisors
Georgia
$227K +$208K +640 New
OCFG
3525
O'Connor Financial Group
Illinois
$227K +$208K +640 New
139 140
141
142 143