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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1701
Berger Financial Group
Minnesota
$203K +$187K +1,135 New
FOA
1702
Five Oceans Advisors
California
$203K +$187K +1,135 New
WJA
1703
Willis Johnson & Associates
Texas
$202K +$186K +1,130 New
SYBT
1704
Stock Yards Bank & Trust
Kentucky
$202K +$186K +1,130 New
KIC
1705
Kensington Investment Counsel
California
$202K +$186K +1,130 New
LRIA
1706
Leonard Rickey Investment Advisors
Washington
$202K +$186K +1,130 New
BWM
1707
BlackDiamond Wealth Management
New York
$201K +$158K +960 New
LWA
1708
Lantern Wealth Advisors
New York
$201K -$61.7K -375 -25%
CEI
1709
Clark Estates Inc
New York
$201K +$185K +1,125 New
EB
1710
Emprise Bank
Kansas
$201K +$185K +1,125 New
USB
1711
Union Savings Bank
Connecticut
$201K – – –
CCM
1712
Carlson Capital Management
Minnesota
$200K +$184K +1,120 New
CWM
1713
Chemistry Wealth Management
New York
$200K +$184K +1,120 New
HBW
1714
Hazlett, Burt & Watson
West Virginia
$197K +$5.75K +35 +3%
RA
1715
Rise Advisors
New York
$197K -$22.2K -135 -11%
HGERS
1716
Householder Group Estate & Retirement Specialist
Arizona
$195K -$132K -800 -42%
FPFS
1717
First Personal Financial Services
North Carolina
$192K – – –
SIC
1718
SJS Investment Consulting
Ohio
$190K +$141K +860 +430%
W
1719
WealthCollab
Washington
$185K – – –
TFA
1720
Toth Financial Advisory
Virginia
$185K +$822 +5 +0.5%
HBT
1721
Hills Bank & Trust
Iowa
$182K +$168K +1,020 New
DPW
1722
DiNuzzo Private Wealth
Pennsylvania
$181K – – –
WPWM
1723
Western Pacific Wealth Management
Illinois
$180K -$2.47K -15 -1%
UCB
1724
United Community Bank
South Carolina
$179K +$4.11K +25 +3%
JIP
1725
Jaffetilchin Investment Partners
Florida
$179K +$164K +1,000 New
67 68
69
70 71