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Name Holding Trade Value Shares
Change 		Change in
Stake
FDDB
4776
Fidelity D&D Bancorp
Pennsylvania
$378K -$22.6K -164 -6%
WAS
4777
Wealth Advisory Solutions
Indiana
$378K +$66K +479 +20%
FCM
4778
Fogel Capital Management
Florida
$378K +$4.55K +33 +1%
FA
4779
Financial Advisors
Massachusetts
$378K +$2.89K +21 +0.8%
FL
4780
FreeGulliver LLC
Louisiana
$378K -$507K -3,681 -57%
MWG
4781
Martin Worley Group
Utah
$376K +$386K +2,797 New
HI
4782
Human Investing
Oregon
$375K +$124K +901 +48%
MPWS
4783
McCarter Private Wealth Services
Massachusetts
$374K +$384K +2,786 New
CIAS
4784
CBIZ Investment Advisory Services
Ohio
$373K +$24.1K +175 +7%
IDBONY
4785
Israel Discount Bank of New York
New York
$373K -$8.55K -62 -2%
HWA
4786
Hillcrest Wealth Advisors
New Jersey
$373K -$2.21K -16 -0.6%
NPI
4787
New Perspectives Inc
Mississippi
$372K +$140K +1,013 +58%
CAIM
4788
Catherine Avery Investment Management
Florida
$372K +$382K +2,770 New
CC
4789
Climber Capital
Switzerland
$371K +$381K +2,766 New
FAC
4790
Financial Advisory Corporation
Michigan
$371K +$380K +2,760 New
5SA
4791
5th Street Advisors
Connecticut
$370K -$44.5K -323 -10%
MAWAG
4792
Mid-American Wealth Advisory Group
Missouri
$368K +$65.1K +472 +21%
LG
4793
LaFleur & Godfrey
Michigan
$366K -$79.3K -575 -17%
MWP
4794
MYCIO Wealth Partners
Pennsylvania
$365K -$22.1K -160 -6%
RWP
4795
Reliant Wealth Planning
Kentucky
$365K -$16.3K -118 -4%
SPL
4796
Smart Portfolios LLC
Washington
$365K -$11.7K -85 -3%
GPWA
4797
Great Point Wealth Advisors
Massachusetts
$365K – – –
HFS
4798
Horizon Financial Services
North Carolina
$365K +$34.9K +253 +10%
VBFG
4799
Vishria Bird Financial Group
Tennessee
$364K – – –
HCP
4800
Hardin Capital Partners
South Carolina
$363K +$29.4K +213 +9%
190 191
192
193 194