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Name Holding Trade Value Shares
Change 		Change in
Stake
TPF
5476
Tribridge Partners Financial
Maryland
$375K +$90.8K +495 +31%
SAFS
5477
S&A Financial Services
Kansas
$375K +$395K +2,151 New
FF
5478
Financial Futures
New Jersey
$375K +$44.4K +242 +13%
WMS
5479
Wealth Management Strategies
Pennsylvania
$374K – – –
PWP
5480
PrairieView Wealth Partners
Illinois
$373K – – –
SPP
5481
Single Point Partners
Massachusetts
$373K -$48.4K -264 -11%
ICCON
5482
Investment Counsel Company of Nevada
Nevada
$372K – – –
SIAS
5483
Summit Investment Advisory Services
Minnesota
$370K +$3.49K +19 +0.9%
CCM
5484
Check Capital Management
California
$369K – – –
SCI
5485
Silver Coast Investments
United States
$368K – – –
SAM
5486
Shikiar Asset Management
New York
$368K +$183 +1 +0%
DIP
5487
Davis Investment Partners
North Carolina
$367K +$50.8K +277 +15%
SP
5488
Saranac Partners
$367K +$1.83M +9,990 New
OCA
5489
Optimus Capital Advisors
Texas
$367K -$44.6K -243 -10%
T
5490
Tableaux
Massachusetts
$366K +$2.75K +15 +0.7%
ACA
5491
Adirondack Capital Advisors
New York
$364K +$43.3K +236 +13%
FDDB
5492
Fidelity D&D Bancorp
Pennsylvania
$364K +$2.57K +14 +0.7%
PMIM
5493
Prudent Man Investment Management
Colorado
$364K -$5.32K -29 -1%
FW
5494
Fairway Wealth
Ohio
$363K -$58.2K -317 -13%
EP
5495
EPIQ Partners
Minnesota
$362K +$104K +568 +38%
PC
5496
Permanens Capital
New York
$362K – – –
FA
5497
FC Advisory
Pennsylvania
$360K – – –
PGA
5498
Portland Global Advisors
Maine
$359K – – –
SAMC
5499
Spectrum Asset Management (California)
California
$359K +$1.1K +6 +0.3%
FNBSF
5500
First National Bank Sioux Falls
South Dakota
$359K -$59.6K -325 -15%
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