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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
3301
Vicus Capital
Pennsylvania
$328K +$261K +812 New
BSB
3302
Bangor Savings Bank
Maine
$327K -$17.7K -55 -6%
AWAP
3303
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$326K +$260K +807 New
KWA
3304
Kondo Wealth Advisors
California
$326K +$260K +807 New
WAG
3305
Wallace Advisory Group
California
$326K +$401K +1,245 New
FNC
3306
First National Corp
Massachusetts
$325K -$376K -1,169 -59%
SWM
3307
Selective Wealth Management
Virginia
$325K -$75K -233 -22%
AT
3308
Avalon Trust
New Mexico
$324K – – –
OCFG
3309
O'Connor Financial Group
Illinois
$324K +$5.15K +16 +2%
NDSI
3310
Newman Dignan & Sheerar Inc
Rhode Island
$323K -$94.9K -295 -27%
BCG
3311
BayBridge Capital Group
California
$323K – – –
JWM
3312
JPL Wealth Management
Colorado
$322K +$257K +798 New
PA
3313
Parkside Advisors
California
$322K – – –
CA
3314
CSM Advisors
Pennsylvania
$322K +$257K +798 New
LIS
3315
Legacy Investment Solutions
Idaho
$321K -$21.6K -67 -7%
LWMI
3316
Legacy Wealth Management (Idaho)
Idaho
$321K -$21.6K -67 -7%
PFM
3317
Peak Financial Management
Massachusetts
$321K +$255K +794 New
CSWM
3318
Cassady Schiller Wealth Management
Ohio
$321K +$61.8K +192 +32%
BIAS
3319
Beacon Investment Advisory Services
New Jersey
$320K – – –
GOCP
3320
Great Oak Capital Partners
Massachusetts
$320K -$32.5K -101 -11%
TCA
3321
Trifecta Capital Advisors
Illinois
$319K +$16.4K +51 +7%
FAC
3322
Financial Advisory Corporation
Michigan
$319K +$254K +791 New
SS
3323
Sound Stewardship
Kansas
$318K +$253K +787 New
GGV
3324
GG Group Ventures
Florida
$317K +$253K +785 New
IF
3325
Ironwood Financial
Arizona
$315K +$2.9K +9 +1%
131 132
133
134 135