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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2876
Permit Capital
Pennsylvania
$705K – – –
IIC
2877
Integrated Investment Consultants
Michigan
$702K – – –
MCC
2878
Money Concepts Capital
Florida
$701K -$28K -102 -4%
VWM
2879
Valley Wealth Managers
New Jersey
$698K +$195K +712 +37%
BOPW
2880
Brandywine Oak Private Wealth
Pennsylvania
$697K -$34K -124 -4%
MPW
2881
MGO Private Wealth
California
$694K – – –
SCM
2882
SOL Capital Management
Maryland
$690K +$186K +680 +35%
4WM
2883
49 Wealth Management
Texas
$689K +$420K +1,533 +141%
TWM
2884
Trueblood Wealth Management
Ohio
$688K +$1.37K +5 +0.2%
RWM
2885
Revisor Wealth Management
Ohio
$688K -$409K -1,491 -36%
TFA
2886
Tranquilli Financial Advisor
New Jersey
$688K -$17K -62 -2%
PVM
2887
Palogic Value Management
Texas
$687K – – –
ASBI
2888
American State Bank (Iowa)
Iowa
$687K +$11K +40 +2%
MSG
2889
Main Street Group
Virginia
$685K -$46.3K -169 -6%
WFM
2890
Wolff Financial Management
Michigan
$683K +$274 +1 +0%
CPL
2891
CAP Partners LLC
Tennessee
$682K +$4.66K +17 +0.7%
NWWA
2892
New Wave Wealth Advisors
Arkansas
$681K +$712K +2,596 New
SCA
2893
St. Clair Advisors
Ohio
$678K – – –
CIP
2894
Convergence Investment Partners
Florida
$676K -$12.6K -46 -2%
HCM
2895
Hengehold Capital Management
Ohio
$675K +$37.5K +137 +6%
PWM
2896
Proathlete Wealth Management
Florida
$675K – – –
AA
2897
Addison Advisors
Vermont
$674K +$14.5K +53 +2%
WAOI
2898
Wealth Advisors of Iowa
Iowa
$674K -$4.93K -18 -0.7%
BFC
2899
Bedel Financial Consulting
Indiana
$671K -$5.76K -21 -0.8%
BW
2900
BIP Wealth
Georgia
$670K -$53.2K -194 -7%
114 115
116
117 118