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Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
5501
Independence Financial Advisors
New Hampshire
$389K -$97.9K -526 -20%
LWMT
5502
Legacy Wealth Management (Tennessee)
Tennessee
$388K +$34.6K +186 +10%
GA
5503
Gordian Advisors
Arizona
$388K -$74.5K -400 -16%
PC
5504
Permanens Capital
New York
$387K +$33.1K +178 +9%
FDDB
5505
Fidelity D&D Bancorp
Pennsylvania
$387K – – –
FA
5506
FC Advisory
Pennsylvania
$385K – – –
4PL
5507
46 Peaks LLC
Pennsylvania
$385K +$384K +2,064 New
PGA
5508
Portland Global Advisors
Maine
$384K -$745 -4 -0.2%
BBNB
5509
Baker Boyer National Bank
Washington
$384K -$186K -1,000 -33%
SAMC
5510
Spectrum Asset Management (California)
California
$383K – – –
SDJVC
5511
St. Denis J. Villere & Co
Louisiana
$380K – – –
DB
5512
Dravo Bay
Delaware
$380K +$32.4K +174 +9%
AWM
5513
Altus Wealth Management
Kentucky
$379K -$79.1K -425 -17%
EWM
5514
Echo Wealth Management
Minnesota
$377K +$5.58K +30 +2%
HAS
5515
Holland Advisory Services
Florida
$376K – – –
ACM
5516
Alamar Capital Management
California
$376K – – –
MFN
5517
Midwest Financial Network
Illinois
$374K -$9.31K -50 -2%
TWA
5518
Trellis Wealth Advisors
California
$373K +$372K +2,000 New
APCM
5519
Alaska Permanent Capital Management
Alaska
$373K – – –
IMA
5520
Investment Management Associates
Colorado
$373K – – –
SFO
5521
Standard Family Office
South Dakota
$373K – – –
VWMG
5522
Virginia Wealth Management Group
Virginia
$373K – – –
WA
5523
Wilmar Advisors
Florida
$373K – – –
BPMC
5524
Buckland Partners Management Co
New York
$373K +$372K +2,000 New
DT
5525
DBA Trading
Florida
$373K +$372K +2,000 New
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