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Name Holding Trade Value Shares
Change 		Change in
Stake
PHIMC
3551
Private Harbour Investment Management & Counsel
Ohio
$5.6M -$516K -1,012 -9%
AFA
3552
Allium Financial Advisors
Oregon
$5.6M +$792K +1,553 +17%
DFG
3553
Delphi Financial Group
Delaware
$5.59M – – –
CWM
3554
Castle Wealth Management
Florida
$5.59M -$120K -236 -2%
WRPWM
3555
Werba Rubin Papier Wealth Management
California
$5.59M +$167K +328 +3%
CAM
3556
Cacti Asset Management
Georgia
$5.59M -$102K -200 -2%
PW
3557
PUREfi Wealth
Massachusetts
$5.59M +$187K +366 +4%
SWR
3558
Spahn Wealth & Retirement
Arizona
$5.58M -$114K -224 -2%
VAM
3559
Virtue Asset Management
Illinois
$5.58M +$5.5M +10,772 New
ITIM
3560
Indiana Trust & Investment Management
Indiana
$5.58M +$214K +420 +4%
RE
3561
Rydar Equities
Texas
$5.58M -$268K -525 -5%
PFA
3562
Pathway Financial Advisers
Indiana
$5.58M +$344K +674 +7%
SW
3563
SkyOak Wealth
Michigan
$5.57M -$4.08K -8 -0.1%
PIA
3564
Pinion Investment Advisors
Kansas
$5.57M +$141K +277 +3%
AFW
3565
Avantra Family Wealth
Pennsylvania
$5.57M +$155K +303 +3%
SDWMA
3566
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.57M -$5.86M -11,497 -52%
FFA
3567
Fi3 Financial Advisors
Indiana
$5.57M +$59.7K +117 +1%
TCWM
3568
Total Clarity Wealth Management
Illinois
$5.57M -$27K -53 -0.5%
GFG
3569
Goldstone Financial Group
Illinois
$5.56M +$422K +827 +8%
ACA
3570
Affinity Capital Advisors
California
$5.56M +$32.1K +63 +0.6%
MAM
3571
MWA Asset Management
Massachusetts
$5.56M -$115K -225 -2%
ABLA
3572
Alan B. Lancz & Associates
Ohio
$5.56M -$510K -1,000 -9%
FC
3573
Financial Council
Maryland
$5.56M +$19.9K +39 +0.4%
S
3574
Sachetta
Massachusetts
$5.56M +$313K +613 +6%
PH
3575
Pinnacle Holdings
Oklahoma
$5.56M -$118K -232 -2%
141 142
143
144 145