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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1951
Meeder Asset Management
Ohio
$283K +$61.2K +658 +27%
MPW
1952
Monterey Private Wealth
California
$283K +$1.3K +14 +0.5%
OWA
1953
ORBA Wealth Advisors
Illinois
$282K -$9.3K -100 -3%
BC
1954
Bridgefront Capital
Texas
$282K -$1.2M -12,944 -81%
PNC
1955
Park National Corp
Ohio
$282K +$32.5K +349 +13%
FMN
1956
Financial Management Network
California
$281K +$298K +3,204 New
MAWCM
1957
Mine & Arao Wealth Creation & Management
California
$280K +$651 +7 +0.2%
OWP
1958
Obermeyer Wealth Partners
Colorado
$280K -$70.3K -756 -20%
OFS
1959
Orrstown Financial Services
Pennsylvania
$280K -$15.5K -167 -5%
HCA
1960
Horan Capital Advisors
Ohio
$280K -$20.9K -225 -7%
FIM
1961
Fernwood Investment Management
Massachusetts
$279K -$40.6K -436 -13%
CFS
1962
CRA Financial Services
New Jersey
$279K -$4.65K -50 -2%
FBT
1963
First Bankers Trust
Kentucky
$279K +$3.81K +41 +1%
MFT
1964
Moisand Fitzgerald Tamayo
Florida
$278K -$2.6K -28 -0.9%
CNBT
1965
Canandaigua National Bank & Trust
New York
$278K -$33.1K -356 -10%
JAG
1966
Journey Advisory Group
Kentucky
$278K +$9.3K +100 +3%
OFG
1967
Oxford Financial Group
Indiana
$278K -$177K -1,902 -39%
TWP
1968
Tempus Wealth Planning
California
$277K +$8.19K +88 +3%
APW
1969
Axim Planning & Wealth
Ohio
$277K – – –
EWM
1970
Endowment Wealth Management
Wisconsin
$276K +$5.39K +58 +2%
LCGC
1971
Legacy Capital Group California
California
$276K +$18K +193 +7%
STB
1972
S&T Bank
Pennsylvania
$276K – – –
SAI
1973
Savvy Advisors Inc
New York
$275K +$279K +3,004 New
KFI
1974
Key Financial Inc
Pennsylvania
$274K – – –
ICA
1975
Infrastructure Capital Advisors
New York
$274K +$279K +3,000 New
77 78
79
80 81