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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1476
Guyasuta Investment Advisors
Pennsylvania
$435K – – –
WFA
1477
Wellspring Financial Advisors
Ohio
$434K +$11.8K +117 +3%
DWA
1478
Delap Wealth Advisory
Oregon
$434K – – –
HW
1479
HORAN Wealth
Ohio
$433K +$427K +4,236 New
AF
1480
Abound Financial
California
$432K -$45.2K -449 -10%
PSF
1481
Pacific Sun Financial
California
$432K – – –
PB
1482
Pinnacle Bancorp
Nebraska
$432K +$143K +1,420 +51%
EL
1483
Essex LLC
Illinois
$431K +$201 +2 +0%
LSPW
1484
Lake Street Private Wealth
Illinois
$429K +$3.42K +34 +0.8%
DI
1485
Diligent Investors
California
$429K +$1.51K +15 +0.4%
FFG
1486
Frisch Financial Group
New York
$428K +$117K +1,165 +38%
KCIC
1487
Kuhn & Co Investment Counsel
Illinois
$428K +$2.32K +23 +0.6%
SIP
1488
Snowwater Investment Partners
Connecticut
$428K +$22.5K +223 +6%
CCWM
1489
Cassaday & Co Wealth Management
Virginia
$428K -$122K -1,215 -22%
PFSC
1490
Peoples Financial Services Corp
Pennsylvania
$427K – – –
HA
1491
Heartland Advisors
Wisconsin
$426K -$6.14K -61 -1%
WPW
1492
Waldron Private Wealth
Pennsylvania
$425K – – –
FAT
1493
First American Trust
California
$423K -$11.5K -114 -3%
PBK
1494
Peoples Bank (Kansas)
Kansas
$423K -$5.04K -50 -1%
SL
1495
Sentinus LLC
Illinois
$422K -$90.2K -896 -18%
LA
1496
LVW Advisors
New York
$421K +$60.1K +597 +17%
PW
1497
Potentia Wealth
California
$421K – – –
RDWM
1498
Red Door Wealth Management
Tennessee
$421K -$82.6K -820 -17%
RIP
1499
RAM Investment Partners
Washington
$419K -$34.3K -341 -8%
AA
1500
Advisory Advocates
Michigan
$418K +$126K +1,247 +44%
58 59
60
61 62