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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
4076
Bernardo Wealth Planning
Pennsylvania
$1.38M -$101K -805 -8%
BFAG
4077
Blackston Financial Advisory Group
Florida
$1.38M +$94K +747 +9%
FCFC
4078
First Citizens Financial Corp
Iowa
$1.38M +$210K +1,672 +24%
KA
4079
KDT Advisors
New York
$1.38M – – –
PWM
4080
Paulson Wealth Management
Illinois
$1.38M +$141K +1,122 +15%
MF
4081
Midwestern Financial
Iowa
$1.37M +$1.09M +8,699 New
BCM
4082
Brookmont Capital Management
Texas
$1.37M +$32.6K +259 +3%
DCM
4083
Delta Capital Management
New Jersey
$1.37M – – –
SCM
4084
SOL Capital Management
Maryland
$1.37M +$704K +5,595 +182%
WIC
4085
WealthBridge Investment Counsel
Alberta, Canada
$1.37M +$1.09M +8,650 New
BBA
4086
Braun-Bostich & Associates
Pennsylvania
$1.37M -$30.5K -242 -3%
MC
4087
Matisse Capital
Oregon
$1.37M +$161K +1,282 +17%
CSIA
4088
Conrad Siegel Investment Advisors
Pennsylvania
$1.37M -$22.7K -180 -2%
JE
4089
JMAC Enterprises
Pennsylvania
$1.36M -$49.5K -393 -4%
WFAG
4090
Wescott Financial Advisory Group
Pennsylvania
$1.36M +$101K +802 +10%
HWA
4091
HMV Wealth Advisors
Louisiana
$1.36M -$921K -7,318 -46%
PPWM
4092
Perissos Private Wealth Management
Oklahoma
$1.35M -$6.92K -55 -0.6%
RF
4093
Roxbury Financial
New Jersey
$1.35M -$58.9K -468 -5%
CCM
4094
Cobler Capital Management
Kansas
$1.35M +$955K +7,586 New
MFG
4095
Mosaic Financial Group
Illinois
$1.35M +$126 +1 +0%
DPW
4096
DiNuzzo Private Wealth
Pennsylvania
$1.35M +$12.7K +101 +1%
SA
4097
Stewardship Advisors
Pennsylvania
$1.34M -$76.5K -608 -7%
DWS
4098
Discipline Wealth Solutions
South Carolina
$1.33M +$218K +1,734 +26%
CIEC
4099
Crédit Industriel et Commercial
France
$1.33M +$1.06M +8,446 New
CFFP
4100
Center for Financial Planning
Michigan
$1.33M +$46.2K +367 +5%
162 163
164
165 166