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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2326
Searle & Co
Connecticut
$216K +$200K +3,200 New
T
2327
TCWP
Ohio
$216K +$200K +3,200 New
TFA
2328
Trinity Financial Advisors
Ohio
$216K +$200K +3,200 New
WC
2329
Whitney & Co
New York
$216K +$200K +3,200 New
CF
2330
Convergence Financial
Missouri
$215K +$199K +3,180 New
CIA
2331
Compass Ion Advisors
Pennsylvania
$214K – – –
GC
2332
Grimes & Company
Massachusetts
$214K -$20K -320 -9%
DWA
2333
Delap Wealth Advisory
Oregon
$214K -$587K -9,400 -75%
COCM
2334
Charter Oak Capital Management
New Hampshire
$214K +$198K +3,170 New
MPW
2335
MGO Private Wealth
California
$214K +$198K +3,170 New
NCM
2336
Northwest Capital Management
Oregon
$213K -$6.25K -100 -3%
2L
2337
25 LLC
Missouri
$213K +$197K +3,160 New
MCM
2338
Mengis Capital Management
Oregon
$213K +$197K +3,160 New
BFO
2339
Boston Family Office
Massachusetts
$213K +$197K +3,150 New
DWM
2340
Dogwood Wealth Management
Kansas
$213K +$14.4K +230 +8%
MA
2341
MKT Advisors
California
$212K +$193K +3,090 New
EW
2342
Enzi Wealth
Texas
$211K +$191K +3,060 New
JPLA
2343
Joseph P. Lucia & Associates
New York
$211K +$195K +3,130 New
CGA
2344
Crescent Grove Advisors
Illinois
$211K +$195K +3,120 New
CBFP
2345
Cedar Brook Financial Partners
Ohio
$209K -$202K -3,240 -51%
MA
2346
MBA Advisors
Pennsylvania
$209K +$194K +3,100 New
CT
2347
Colonial Trust
South Carolina
$209K -$7.5K -120 -4%
PCFFS
2348
Pacific Center for Financial Services
California
$209K – – –
HIM
2349
Hanlon Investment Management
New Jersey
$209K +$193K +3,090 New
HIG
2350
Heritage Investment Group
Florida
$208K +$192K +3,080 New
92 93
94
95 96