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Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
4051
Moody Lynn & Lieberson
Massachusetts
$210K +$199K +500 New
RWP
4052
Ridgeline Wealth Planning
Ohio
$210K +$199K +500 New
WH
4053
Whitcomb & Hess
Ohio
$210K -$23.1K -58 -10%
CAM
4054
Carret Asset Management
New York
$209K +$198K +497 New
SFB
4055
STAR Financial Bank
Indiana
$209K +$198K +497 New
CA
4056
Centerpoint Advisors
Massachusetts
$209K – – –
PIA
4057
Polaris Investment Advisors
Massachusetts
$209K +$197K +496 New
PAM
4058
Parvin Asset Management
South Dakota
$208K – – –
AM
4059
Atwater Malick
Pennsylvania
$208K +$197K +495 New
MAA
4060
Matrix Asset Advisors
New York
$208K +$196K +494 New
HHWM
4061
Hiley Hunt Wealth Management
Nebraska
$208K +$196K +494 New
AA
4062
Addison Advisors
Vermont
$207K -$207K -520 -51%
PWSG
4063
Pacific Wealth Strategies Group
California
$207K +$196K +493 New
CHA
4064
Cooper/Haims Advisors
New York
$207K +$196K +492 New
CF
4065
Clarity Financial
Texas
$207K +$195K +491 New
EIP
4066
Ellis Investment Partners
Pennsylvania
$207K +$195K +491 New
MWM
4067
Meadowbrook Wealth Management
New York
$206K -$29.8K -75 -13%
LAM
4068
LOM Asset Management
$206K – – –
WIA
4069
Wealthedge Investment Advisors
New York
$205K -$1.24M -3,110 -86%
HCM
4070
Hutchinson Capital Management
California
$205K +$194K +487 New
OFG
4071
Orcam Financial Group
California
$204K +$193K +486 New
PFA
4072
Portland Financial Advisors
New York
$204K +$193K +486 New
VH
4073
VVR Holdings
Washington
$204K +$193K +486 New
OC
4074
OxenFree Capital
Florida
$204K +$202K +507 New
HSWS
4075
Higgins & Schmidt Wealth Strategies
Colorado
$204K +$193K +485 New
161 162
163
164 165