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Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
4501
Davis Investment Partners
North Carolina
$213K +$47.7K +74 +23%
SRSA
4502
S.R. Schill & Associates
Washington
$212K +$237K +367 New
PWM
4503
Penobscot Wealth Management
Maine
$211K +$16.1K +25 +7%
MGWA
4504
Monument Group Wealth Advisors
Massachusetts
$211K +$236K +366 New
PFA
4505
Portland Financial Advisors
New York
$210K – – –
EAM
4506
Everstar Asset Management
North Carolina
$210K +$235K +364 New
GSWA
4507
Good Steward Wealth Advisors
Tennessee
$210K +$235K +364 New
RF
4508
Robinswood Financial
Washington
$209K +$29K +45 +14%
ACA
4509
Anchor Capital Advisors
Massachusetts
$209K – – –
GC
4510
GatePass Capital
Ohio
$209K +$234K +362 New
SAM
4511
Sequent Asset Management
Texas
$208K – – –
TBT
4512
Texas Bank & Trust
Texas
$208K -$158K -245 -40%
HHGA
4513
Halbert Hargrove Global Advisors
California
$208K +$45.2K +70 +24%
WPW
4514
Warther Private Wealth
Ohio
$207K -$85.8K -133 -27%
GFWA
4515
Grey Fox Wealth Advisors
Delaware
$207K +$232K +359 New
EFA
4516
Edge Financial Advisors
Illinois
$207K -$76.8K -119 -25%
MTC
4517
Matrix Trust Company
Colorado
$207K +$48.4K +75 +26%
EI
4518
EDMP Inc
Florida
$207K +$5.81K +9 +3%
HAC
4519
Harbor Advisory Corp
New Hampshire
$207K – – –
KC
4520
Kinloch Capital
Virginia
$207K +$232K +359 New
CWM
4521
ClientFirst Wealth Management
Arkansas
$205K – – –
LRIC
4522
Long Road Investment Counsel
Michigan
$205K – – –
TTWM
4523
TCV Trust & Wealth Management
Virginia
$205K -$6.45K -10 -3%
AIM
4524
AHL Investment Management
Florida
$204K -$64.5K -100 -22%
AM
4525
Atwater Malick
Pennsylvania
$204K -$6.45K -10 -3%
179 180
181
182 183