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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2476
Archvest Wealth Advisors
California
$228K +$240K +860 New
NDSI
2477
Newman Dignan & Sheerar Inc
Rhode Island
$228K +$240K +861 New
SWP
2478
Summit Wealth Partners
Florida
$227K +$239K +856 New
PD
2479
Planning Directions
Pennsylvania
$225K -$55.9K -200 -19%
FBFS
2480
First Business Financial Services
Wisconsin
$225K -$45K -161 -16%
LW
2481
Linscomb Wealth
Texas
$225K +$237K +849 New
SPC
2482
Stewart & Patten Company
California
$225K +$237K +849 New
SIA
2483
Strategic Investment Advisors
Michigan
$224K -$42.7K -153 -15%
KC
2484
Kingfisher Capital
North Carolina
$224K +$235K +843 New
PIP
2485
Peachtree Investment Partners
Florida
$224K +$235K +843 New
VDI
2486
Vaughan David Investments
Illinois
$224K +$236K +846 New
WAM
2487
Weinberger Asset Management
California
$224K +$235K +843 New
AWM
2488
Avondale Wealth Management
Texas
$223K -$142K -510 -38%
OCM
2489
Orion Capital Management
California
$223K – – –
WMA
2490
West Michigan Advisors
Michigan
$223K +$234K +837 New
AGA
2491
Accuvest Global Advisors
Utah
$222K -$880K -3,152 -79%
AWG
2492
Altus Wealth Group
Colorado
$222K -$160K -572 -67%
BI
2493
Ballast Inc
Kentucky
$222K +$235K +840 New
OPA
2494
Old Port Advisors
Maine
$221K -$5.58K -20 -2%
JA
2495
JVL Associates
Michigan
$221K +$232K +831 New
SHIM
2496
Stone House Investment Management
Pennsylvania
$221K +$232K +832 New
FNBOMD
2497
First National Bank of Mount Dora
Florida
$221K +$233K +834 New
SWM
2498
Sculati Wealth Management
Michigan
$221K +$233K +834 New
EHAM
2499
Eagle Harbor Asset Management
Washington
$220K +$232K +831 New
WT
2500
Washington Trust
Rhode Island
$220K – – –
98 99
100
101 102