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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2326
Phillips Financial Management
Indiana
$217K +$201K +3,220 New
SW
2327
SlateStone Wealth
Florida
$217K -$46.8K -750 -19%
SC
2328
Searle & Co
Connecticut
$216K +$200K +3,200 New
T
2329
TCWP
Ohio
$216K +$200K +3,200 New
TFA
2330
Trinity Financial Advisors
Ohio
$216K +$200K +3,200 New
WC
2331
Whitney & Co
New York
$216K +$200K +3,200 New
CF
2332
Convergence Financial
Missouri
$215K +$199K +3,180 New
CIA
2333
Compass Ion Advisors
Pennsylvania
$214K – – –
GC
2334
Grimes & Company
Massachusetts
$214K -$20K -320 -9%
DWA
2335
Delap Wealth Advisory
Oregon
$214K -$587K -9,400 -75%
COCM
2336
Charter Oak Capital Management
New Hampshire
$214K +$198K +3,170 New
MPW
2337
MGO Private Wealth
California
$214K +$198K +3,170 New
NCM
2338
Northwest Capital Management
Oregon
$213K -$6.25K -100 -3%
2L
2339
25 LLC
Missouri
$213K +$197K +3,160 New
MCM
2340
Mengis Capital Management
Oregon
$213K +$197K +3,160 New
BFO
2341
Boston Family Office
Massachusetts
$213K +$197K +3,150 New
DWM
2342
Dogwood Wealth Management
Kansas
$213K +$14.4K +230 +8%
MA
2343
MKT Advisors
California
$212K +$193K +3,090 New
EW
2344
Enzi Wealth
Texas
$211K +$191K +3,060 New
JPLA
2345
Joseph P. Lucia & Associates
New York
$211K +$195K +3,130 New
CGA
2346
Crescent Grove Advisors
Illinois
$211K +$195K +3,120 New
CBFP
2347
Cedar Brook Financial Partners
Ohio
$209K -$202K -3,240 -51%
MA
2348
MBA Advisors
Pennsylvania
$209K +$194K +3,100 New
CT
2349
Colonial Trust
South Carolina
$209K -$7.5K -120 -4%
PCFFS
2350
Pacific Center for Financial Services
California
$209K – – –
92 93
94
95 96