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Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2476
Wescott Financial Advisory Group
Pennsylvania
$211K +$199K +2,970 New
NFG
2477
Northeast Financial Group
Pennsylvania
$210K +$198K +2,960 New
SF
2478
Safeguard Financial
Wisconsin
$210K +$198K +2,960 New
CAM
2479
Cypress Asset Management
Texas
$209K +$197K +2,950 New
SG
2480
Sharper & Granite
California
$209K +$197K +2,950 New
HFRG
2481
Houlihan Financial Resource Group
Virginia
$209K -$4.01K -60 -2%
BONST
2482
Bank of Nova Scotia Trust
Ontario, Canada
$209K -$18.7K -280 -9%
QCM
2483
Qsemble Capital Management
New York
$209K +$197K +2,940 New
NCTC
2484
New Covenant Trust Company
Indiana
$208K +$197K +2,940 New
MGWM
2485
Marks Group Wealth Management
Minnesota
$208K +$196K +2,930 New
EB
2486
Exchange Bank
California
$208K +$196K +2,930 New
USB
2487
Union Savings Bank
Connecticut
$208K – – –
DWM
2488
Dogwood Wealth Management
Kansas
$207K -$15.4K -230 -7%
BIA
2489
Bell Investment Advisors
California
$207K – – –
RWM
2490
RKL Wealth Management
Pennsylvania
$207K +$195K +2,920 New
RPC
2491
Rossmore Private Capital
Connecticut
$207K +$195K +2,920 New
LF
2492
LifeSteps Financial
California
$206K +$195K +2,910 New
GPA
2493
Garrison Point Advisors
California
$206K +$194K +2,900 New
TCM
2494
Triumph Capital Management
Colorado
$206K +$194K +2,900 New
DF
2495
Dunhill Financial
United Kingdom
$205K +$26.8K +400 +16%
TSW
2496
Thompson Siegel & Walmsley
Virginia
$205K +$193K +2,890 New
USWIA
2497
UP Strategic Wealth Investment Advisors
Pennsylvania
$205K +$193K +2,890 New
EW
2498
Elyxium Wealth
California
$205K +$193K +2,890 New
SIM
2499
SSI Investment Management
California
$205K +$193K +2,890 New
WIM
2500
Warwick Investment Management
Texas
$204K -$7.36K -110 -4%
98 99
100
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