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Name Holding Trade Value Shares
Change 		Change in
Stake
PHIMC
2251
Private Harbour Investment Management & Counsel
Ohio
$408K +$2K +10 +0.6%
LSIA
2252
LaSalle St. Investment Advisors
Illinois
$407K +$2K +10 +0.6%
MPI
2253
Mairs & Power Inc
Minnesota
$407K -$18K -90 -5%
MWM
2254
Massachusetts Wealth Management
Massachusetts
$406K +$20K +100 +7%
NAM
2255
NTV Asset Management
West Virginia
$405K +$310K +1,549 New
PP
2256
PrairieView Partners
Minnesota
$405K +$30K +150 +11%
FUBT
2257
First United Bank & Trust
Maryland
$404K +$33K +165 +12%
SC
2258
Sawyer & Company
Massachusetts
$404K – – –
AL
2259
ADE LLC
Maryland
$402K – – –
CA
2260
Centerpoint Advisors
Massachusetts
$402K – – –
SIA
2261
Schear Investment Advisers
Ohio
$402K -$7.4K -37 -2%
LIA
2262
LBMC Investment Advisors
Tennessee
$402K – – –
SDWIA
2263
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$401K -$105K -527 -26%
W
2264
Wealthquest
Ohio
$401K -$96.8K -484 -24%
SW
2265
Solidarity Wealth
Utah
$401K +$61.8K +309 +25%
AWP
2266
Atlas Wealth Partners
Pennsylvania
$401K +$6.2K +31 +2%
WMA
2267
Wealth Management Associates
New Jersey
$401K -$9.6K -48 -3%
SFG
2268
Sterling Financial Group
California
$400K +$306K +1,528 New
WPP
2269
Whalerock Point Partners
Rhode Island
$399K +$14.8K +74 +5%
BCM
2270
Boltwood Capital Management
California
$399K +$20K +100 +7%
PWA
2271
Providence Wealth Advisors
Illinois
$399K – – –
ONSWM
2272
Old North State Wealth Management
North Carolina
$399K +$40.6K +203 +15%
TW
2273
Towerpoint Wealth
California
$399K +$305K +1,523 New
EA
2274
Evergreen Advisors
Tennessee
$398K -$33K -165 -10%
KFG
2275
Kingdom Financial Group
Arizona
$398K +$304K +1,522 New
89 90
91
92 93