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Name Holding Trade Value Shares
Change 		Change in
Stake
DSN
3201
D. Scott Neal
Kentucky
$3.37M +$990K +3,053 +44%
RCG
3202
Rock Creek Group
District of Columbia
$3.37M -$33.7K -104 -1%
PA
3203
Proem Advisors
Texas
$3.36M -$3.57M -11,000 -52%
VFP
3204
Verus Financial Partners
Virginia
$3.36M -$4.21K -13 -0.1%
PBO
3205
Peoples Bank (Ohio)
Ohio
$3.35M -$223K -689 -6%
GPWA
3206
Great Point Wealth Advisors
Massachusetts
$3.35M -$47K -145 -1%
SFCL
3207
Strengthening Families & Communities LLC
Massachusetts
$3.35M +$3.23M +9,954 New
BFWA
3208
Benchmark Financial Wealth Advisors
Florida
$3.34M +$92.4K +285 +3%
EWS
3209
Evergreen Wealth Solutions
Pennsylvania
$3.34M +$3.22M +9,936 New
TFGT
3210
TS Financial Group (TSFG)
Illinois
$3.34M +$67.4K +208 +2%
RAM
3211
Redmond Asset Management
Virginia
$3.34M +$92.1K +284 +3%
PSC
3212
Prentiss Smith & Co
Vermont
$3.33M -$58.4K -180 -2%
AWA
3213
AmeriServ Wealth Advisors
Pennsylvania
$3.33M +$211K +650 +7%
EPA
3214
Element Pointe Advisors
Florida
$3.33M +$4.86K +15 +0.2%
SIG
3215
Spinnaker Investment Group
California
$3.33M +$3.56M +10,975 New
DHGWA
3216
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3.33M +$3.21M +9,894 New
ITIM
3217
Indiana Trust & Investment Management
Indiana
$3.33M +$4.54K +14 +0.1%
LK
3218
Lumbard & Kellner
New Hampshire
$3.31M – – –
RC
3219
RBO & Co
California
$3.31M – – –
KOMWMG
3220
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.3M -$269K -829 -8%
EHWM
3221
Eads & Heald Wealth Management
Georgia
$3.3M -$251K -774 -7%
CWMGP
3222
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.3M +$3.18M +9,813 New
PC
3223
Pecaut & Co
Iowa
$3.3M -$155K -478 -5%
CC
3224
Callan Capital
California
$3.29M +$923K +2,848 +41%
DG
3225
DMC Group
Alabama
$3.29M +$3.56M +10,990 New
127 128
129
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