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Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
2076
Barnes Pettey Financial Advisors
Mississippi
$485K +$462K +1,377 New
EA
2077
Eudaimonia Advisors
Tennessee
$484K +$461K +1,374 New
MFG
2078
MidWestOne Financial Group
Iowa
$483K -$37.2K -111 -7%
PMFA
2079
Plante Moran Financial Advisors
Michigan
$482K +$250K +744 +119%
ANBT
2080
American National Bank & Trust
Texas
$481K – – –
WC
2081
Whitney & Co
New York
$481K +$15.1K +45 +3%
JWM
2082
Janiczek Wealth Management
Colorado
$479K +$94.6K +282 +26%
HA
2083
HYA Advisors
Missouri
$478K -$10.1K -30 -2%
PD
2084
Planning Directions
Pennsylvania
$476K -$65.4K -195 -13%
PIM
2085
Penobscot Investment Management
Massachusetts
$476K -$1.01K -3 -0.2%
WHC
2086
Wulff, Hansen & Co
California
$476K +$453K +1,350 New
KPWG
2087
KFA Private Wealth Group
Virginia
$471K +$1.01K +3 +0.2%
SLG
2088
Stanley-Laman Group
Pennsylvania
$470K -$9.49M -28,293 -95%
CA
2089
Cornerstone Advisory
Maryland
$470K -$71.4K -213 -14%
YWP
2090
YorkBridge Wealth Partners
New York
$470K +$47.3K +141 +12%
SP
2091
Successful Portfolios
Florida
$468K +$2.01K +6 +0.5%
HIS
2092
Horizon Investment Services
Indiana
$465K – – –
DJSG
2093
D.J. St. Germain
Massachusetts
$465K +$94.6K +282 +27%
GSIS
2094
Global Strategic Investment Solutions
Arizona
$465K +$443K +1,320 New
OA
2095
Operose Advisors
Wisconsin
$465K +$443K +1,320 New
RGC
2096
Roberts, Glore & Co
Illinois
$462K -$60.4K -180 -12%
DIP
2097
DT Investment Partners
Pennsylvania
$462K +$440K +1,311 New
MC
2098
Manteio Capital
New Jersey
$462K +$440K +1,311 New
PWA
2099
Providence Wealth Advisors
Illinois
$461K +$5.03K +15 +1%
SWM
2100
Silverlake Wealth Management
Vermont
$461K +$439K +1,308 New
82 83
84
85 86