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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2476
Lauterbach Financial Advisors
Texas
$228K +$240K +859 New
AWA
2477
Archvest Wealth Advisors
California
$228K +$240K +860 New
NDSI
2478
Newman Dignan & Sheerar Inc
Rhode Island
$228K +$240K +861 New
SWP
2479
Summit Wealth Partners
Florida
$227K +$239K +856 New
PD
2480
Planning Directions
Pennsylvania
$225K -$55.9K -200 -19%
FBFS
2481
First Business Financial Services
Wisconsin
$225K -$45K -161 -16%
LW
2482
Linscomb Wealth
Texas
$225K +$237K +849 New
SPC
2483
Stewart & Patten Company
California
$225K +$237K +849 New
SIA
2484
Strategic Investment Advisors
Michigan
$224K -$42.7K -153 -15%
KC
2485
Kingfisher Capital
North Carolina
$224K +$235K +843 New
PIP
2486
Peachtree Investment Partners
Florida
$224K +$235K +843 New
VDI
2487
Vaughan David Investments
Illinois
$224K +$236K +846 New
WAM
2488
Weinberger Asset Management
California
$224K +$235K +843 New
AWM
2489
Avondale Wealth Management
Texas
$223K -$142K -510 -38%
OCM
2490
Orion Capital Management
California
$223K – – –
WMA
2491
West Michigan Advisors
Michigan
$223K +$234K +837 New
AGA
2492
Accuvest Global Advisors
Utah
$222K -$880K -3,152 -79%
AWG
2493
Altus Wealth Group
Colorado
$222K -$160K -572 -67%
BI
2494
Ballast Inc
Kentucky
$222K +$235K +840 New
OPA
2495
Old Port Advisors
Maine
$221K -$5.58K -20 -2%
JA
2496
JVL Associates
Michigan
$221K +$232K +831 New
SHIM
2497
Stone House Investment Management
Pennsylvania
$221K +$232K +832 New
FNBOMD
2498
First National Bank of Mount Dora
Florida
$221K +$233K +834 New
SWM
2499
Sculati Wealth Management
Michigan
$221K +$233K +834 New
EHAM
2500
Eagle Harbor Asset Management
Washington
$220K +$232K +831 New
98 99
100
101 102