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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
3226
Barry Investment Advisors
Massachusetts
$410K +$266K +355 New
AWA
3227
Archvest Wealth Advisors
California
$409K +$266K +355 New
BHPW
3228
Beverly Hills Private Wealth
California
$409K +$265K +354 New
DP
3229
Dearborn Partners
Illinois
$409K +$265K +354 New
RIM
3230
Rockbridge Investment Management
New York
$409K +$265K +354 New
TWM
3231
Tortuga Wealth Management
California
$407K +$265K +353 New
IWS
3232
Intentional Wealth Strategies
Colorado
$407K +$6.75K +9 +3%
HNWA
3233
Henrickson Nauta Wealth Advisors
Michigan
$407K +$264K +352 New
SFSG
3234
Sound Financial Strategies Group
Mississippi
$406K +$264K +352 New
JGCM
3235
Joseph Group Capital Management
Ohio
$404K +$84K +112 +47%
STB
3236
S&T Bank
Pennsylvania
$404K +$145K +193 +123%
1W
3237
1776 Wealth
Georgia
$404K +$262K +350 New
SHFP
3238
Second Half Financial Partners
Florida
$404K +$262K +350 New
AGA
3239
Accuvest Global Advisors
Utah
$404K +$262K +350 New
NFP
3240
Narus Financial Partners
Utah
$403K +$262K +350 New
FA
3241
Fagan Associates
New York
$402K +$261K +348 New
EA
3242
Echo45 Advisors
California
$401K +$260K +347 New
MCI
3243
MRP Capital Investments
Georgia
$400K +$150K +200 +137%
LT
3244
Legacy Trust
Michigan
$399K -$992K -1,323 -79%
JWM
3245
JDH Wealth Management
California
$399K +$259K +346 New
ABC
3246
Associated Banc-Corp
Wisconsin
$397K +$258K +344 New
ANBT
3247
American National Bank & Trust
Texas
$397K +$44.2K +59 +21%
BFWA
3248
Benchmark Financial Wealth Advisors
Florida
$396K +$257K +343 New
EI
3249
EDMP Inc
Florida
$395K -$239K -319 -48%
PFA
3250
Pettinga Financial Advisors
Indiana
$393K +$256K +341 New
128 129
130
131 132