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Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
4326
O'Brien Greene & Co
Pennsylvania
$643K -$5.32K -42 -0.7%
PWS
4327
Peloton Wealth Strategists
Indiana
$642K +$5.32K +42 +0.7%
TFG
4328
Taylor Financial Group
Virginia
$641K +$71.5K +564 +11%
SA
4329
SRH Advisors
Kansas
$641K +$5.7K +45 +0.8%
ECM
4330
Elgethun Capital Management
South Dakota
$640K +$115K +910 +18%
OAJ
4331
Ogorek Anthony Joseph
New York
$639K +$63.5K +501 +9%
AAG
4332
Avalon Advisory Group
Pennsylvania
$637K – – –
MPW
4333
Magnolia Private Wealth
Pennsylvania
$637K +$281K +2,220 +61%
SWMG
4334
Sard Wealth Management Group
Georgia
$633K +$5.32K +42 +0.7%
IVP
4335
Intrinsic Value Partners
Arizona
$631K -$22.2K -175 -3%
SWA
4336
Serenus Wealth Advisors
California
$630K -$70.7K -558 -9%
AP
4337
Aspect Partners
Virginia
$630K +$306K +2,414 +71%
TFG
4338
Tull Financial Group
Virginia
$629K -$80.7K -637 -10%
CAS
4339
CTC Alternative Strategies
Illinois
$629K -$126K -998 -15%
OPTFSNA
4340
Old Point Trust & Financial Services N A
Virginia
$629K – – –
SVWG
4341
Shared Vision Wealth Group
United States
$627K -$6.34K -50 -0.9%
CCM
4342
Colorado Capital Management
Colorado
$626K +$18.4K +145 +3%
EE
4343
EWG Elevate
California
$626K -$610K -4,816 -45%
EAM
4344
Eschler Asset Management
United Kingdom
$624K +$733K +5,782 New
PB
4345
Pinnacle Bancorp
Nebraska
$624K +$76K +600 +12%
GSC
4346
Ground Swell Capital
South Carolina
$622K +$17.5K +138 +2%
AWMNH
4347
Arcadia Wealth Management (New Hampshire)
New Hampshire
$621K +$64.4K +508 +10%
SFG
4348
Seamount Financial Group
Colorado
$620K +$33K +260 +5%
PSCM
4349
Per Stirling Capital Management
Texas
$619K +$103K +814 +17%
SPWM
4350
Schrum Private Wealth Management
Florida
$618K +$150K +1,180 +26%
172 173
174
175 176