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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
4601
Gibson Capital
Pennsylvania
$268K – – –
KWM
4602
KFG Wealth Management
Indiana
$267K +$53.6K +72 +25%
PFA
4603
Portland Financial Advisors
New York
$267K – – –
RWM
4604
RMG Wealth Management
Wisconsin
$267K – – –
KFSN
4605
Keystone Financial Services (Nebraska)
Nebraska
$265K +$8.19K +11 +3%
MGWA
4606
Monument Group Wealth Advisors
Massachusetts
$265K -$100K -135 -27%
ACA
4607
Anchor Capital Advisors
Massachusetts
$265K -$744 -1 -0.3%
LWA
4608
Lifelong Wealth Advisors
Minnesota
$265K +$744 +1 +0.3%
KC
4609
Kinloch Capital
Virginia
$265K +$3.72K +5 +1%
HI
4610
Human Investing
Oregon
$265K +$28.3K +38 +12%
VAM
4611
Verity Asset Management
North Carolina
$265K +$23.8K +32 +10%
PG
4612
Patten Group
Tennessee
$264K +$268K +360 New
HAC
4613
Harbor Advisory Corp
New Hampshire
$264K – – –
SC
4614
Swan Capital
Florida
$264K +$93.8K +126 +54%
TIA
4615
Tandem Investment Advisors
South Carolina
$263K -$11.2K -15 -4%
MSA
4616
McAlister Sweet & Associates
Texas
$263K -$74.4K -100 -22%
SPFA
4617
Summit Place Financial Advisors
New Jersey
$263K +$59.5K +80 +29%
KA
4618
Kure Advisory
Minnesota
$262K -$744 -1 -0.3%
MRP
4619
Measured Risk Portfolios
California
$262K +$14.1K +19 +6%
PAM
4620
Palisade Asset Management
Minnesota
$261K +$18.6K +25 +8%
CWM
4621
ClientFirst Wealth Management
Arkansas
$261K – – –
LRIC
4622
Long Road Investment Counsel
Michigan
$261K – – –
HWMO
4623
Heritage Wealth Management (Ohio)
Ohio
$260K -$8.93K -12 -3%
APW
4624
Axim Planning & Wealth
Ohio
$260K -$45.4K -61 -15%
WAN
4625
Wealth Advisors Northwest
Oregon
$260K +$3.72K +5 +1%
183 184
185
186 187