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Name Holding Trade Value Shares
Change 		Change in
Stake
AM
3526
Atwater Malick
Pennsylvania
$1.18M +$16.2K +160 +2%
LFS
3527
Lutz Financial Services
Nebraska
$1.17M +$240K +2,376 +33%
ECA
3528
Elevated Capital Advisors
Utah
$1.17M -$44K -435 -4%
AAM
3529
Augustine Asset Management
Florida
$1.17M +$4.04K +40 +0.4%
S
3530
Sachetta
Massachusetts
$1.17M +$413K +4,085 +57%
AIM
3531
Aigen Investment Management
New York
$1.17M +$956K +9,451 New
NCM
3532
Next Capital Management
New York
$1.17M -$145K -1,430 -13%
BSHC
3533
Breed's Hill Capital
Massachusetts
$1.16M – – –
BB
3534
Burford Brothers
Texas
$1.16M +$272K +2,693 +40%
FMTC
3535
Farmers & Merchants Trust Company
California
$1.16M +$593K +5,869 +167%
CFMC
3536
Curbstone Financial Management Corp
New Hampshire
$1.16M -$10.5K -104 -1%
USB
3537
Union Savings Bank
Connecticut
$1.16M +$8.09K +80 +0.9%
CWM
3538
CCG Wealth Management
California
$1.16M +$354K +3,497 +60%
RWA
3539
Roberts Wealth Advisors
California
$1.15M -$122K -1,210 -12%
HB
3540
Horizon Bancorp
Indiana
$1.15M +$49.7K +492 +6%
HP
3541
Holistic Planning
Texas
$1.15M -$1.16M -11,448 -90%
WCP
3542
Wick Capital Partners
Pennsylvania
$1.15M -$291K -2,877 -24%
NFG
3543
Northeast Financial Group
Pennsylvania
$1.15M -$160K -1,581 -15%
FFO
3544
Fortitude Family Office
Arizona
$1.15M +$115K +1,141 +14%
VBWMG
3545
Von Berge Wealth Management Group
California
$1.14M -$101K -1,000 -10%
GWM
3546
Gray Wealth Management
Maine
$1.14M -$19.6K -194 -2%
LIA
3547
LifePlan Investment Advisors
North Carolina
$1.14M +$13.2K +131 +1%
AWM
3548
AllSquare Wealth Management
New York
$1.14M – – –
FM
3549
Foster & Motley
Ohio
$1.14M +$16.7K +165 +2%
OHWP
3550
Oak Harbor Wealth Partners
North Carolina
$1.14M -$131K -1,300 -12%
140 141
142
143 144