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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1726
IFG Advisors
Missouri
$296K – – –
PPWP
1727
Premier Path Wealth Partners
New Jersey
$296K -$141K -1,734 -31%
IIC
1728
Integrated Investment Consultants
Michigan
$295K – – –
LWM
1729
LJI Wealth Management
Indiana
$294K -$20K -245 -6%
CBT
1730
CoreFirst Bank & Trust
Kansas
$294K -$40.6K -498 -12%
MCCA
1731
Mill Creek Capital Advisors
Pennsylvania
$293K +$28.4K +349 +10%
JMFC
1732
J.M. Forbes & Co
Massachusetts
$292K -$8.14K -100 -3%
TBA
1733
Tower Bridge Advisors
Pennsylvania
$292K -$1.3M -15,935 -81%
GWI
1734
Grace & White Inc
New York
$292K – – –
D
1735
Diversified
Delaware
$292K -$28.3K -347 -8%
HIC
1736
Holderness Investments Company
North Carolina
$292K +$22.8K +280 +8%
PWM
1737
Palumbo Wealth Management
New York
$291K -$377K -4,632 -55%
CW
1738
Channel Wealth
California
$291K -$187K -2,299 -38%
TIA
1739
Tiemann Investment Advisors
California
$290K -$101K -1,240 -25%
QC
1740
Quent Capital
New York
$290K -$54.1K -664 -15%
GFP
1741
Gryphon Financial Partners
Ohio
$290K -$103K -1,260 -25%
CH
1742
Cromwell Holdings
Wyoming
$290K +$303K +3,719 New
WPC
1743
Waters Parkerson & Co
Louisiana
$289K -$12.2K -150 -4%
WH
1744
Willner & Heller
California
$289K -$12.3K -151 -4%
MAG
1745
M3 Advisory Group
Massachusetts
$286K -$59.6K -732 -17%
OP
1746
ORG Partners
Indiana
$286K +$225K +2,757 +292%
6F
1747
626 Financial
Michigan
$285K -$8.55K -105 -3%
ACP
1748
Aviance Capital Partners
Florida
$285K +$4.15K +51 +1%
HBW
1749
Hazlett, Burt & Watson
West Virginia
$285K +$255K +3,132 +590%
AFM
1750
Abbot Financial Management
Massachusetts
$285K – – –
68 69
70
71 72