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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2551
Cynosure Group
Utah
$824K -$4.86K -14 -0.7%
CFG
2552
Certior Financial Group
Pennsylvania
$823K +$104K +300 +19%
OFG
2553
Omega Financial Group
California
$823K +$12.5K +36 +2%
TIP
2554
Torray Investment Partners
Maryland
$823K +$642K +1,850 New
PMSA
2555
Patrick M. Sweeney & Associates
Illinois
$821K +$15.6K +45 +2%
GC
2556
Grange Capital
Oregon
$820K – – –
HAFS
2557
Hapanowicz & Associates Financial Services
Pennsylvania
$816K +$63.5K +183 +11%
FAIM
2558
Financial Advocates Investment Management
Washington
$814K -$14M -40,307 -96%
OC
2559
Oakworth Capital
Alabama
$813K -$20.5K -59 -3%
APG
2560
Abacus Planning Group
South Carolina
$812K +$25K +72 +4%
AWP
2561
Abacus Wealth Partners
California
$811K +$127K +367 +25%
SGK
2562
Steigerwald Gordon & Koch
Virginia
$809K -$71.4K -206 -10%
IRP
2563
Investment Research Partners
Pennsylvania
$809K +$608K +1,752 New
PHS
2564
Pekin Hardy Strauss
Illinois
$808K +$53.8K +155 +9%
KBFS
2565
Kohmann Bosshard Financial Services
Ohio
$804K +$320K +924 +105%
NCTC
2566
New Covenant Trust Company
Indiana
$803K -$30.9K -89 -5%
AFM
2567
Abbot Financial Management
Massachusetts
$803K -$430K -1,239 -41%
NHFG
2568
New Harbor Financial Group
Massachusetts
$803K +$16.6K +48 +3%
WLPWM
2569
Walled Lake Planning & Wealth Management
Illinois
$802K – – –
TCM
2570
TruNorth Capital Management
Michigan
$801K – – –
ONSWM
2571
Old North State Wealth Management
North Carolina
$801K +$19.1K +55 +3%
GB
2572
Goepper Burkhardt
South Carolina
$800K – – –
MSG
2573
Main Street Group
Virginia
$800K -$14.6K -42 -2%
LCM
2574
Lunt Capital Management
Utah
$799K +$623K +1,796 New
HIC
2575
Holderness Investments Company
North Carolina
$798K +$99.2K +286 +19%
101 102
103
104 105