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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2901
Callan Capital
California
$256K – – –
AWP
2902
Abacus Wealth Partners
California
$256K -$814 -4 -0.3%
DCM
2903
DGS Capital Management
New Jersey
$255K -$91.4K -449 -24%
EWS
2904
Evergreen Wealth Solutions
Pennsylvania
$255K -$24.6K -121 -8%
PBO
2905
Peoples Bank (Ohio)
Ohio
$254K -$21.4K -105 -7%
APG
2906
Abacus Planning Group
South Carolina
$254K -$17.1K -84 -6%
CIM
2907
Confluence Investment Management
Missouri
$254K -$3.66K -18 -1%
LI
2908
Lafayette Investments
Maryland
$254K +$8.34K +41 +3%
WW
2909
Westshore Wealth
California
$254K +$12.2K +60 +4%
BAM
2910
Brave Asset Management
New Jersey
$252K – – –
MIM
2911
Martin Investment Management
Florida
$252K – – –
GWM
2912
Greenwich Wealth Management
Connecticut
$251K -$36.6K -180 -11%
YWS
2913
Yarger Wealth Strategies
Ohio
$251K -$31.3K -154 -10%
OFG
2914
Oxford Financial Group
Indiana
$251K -$21K -103 -7%
ML
2915
McAdam LLC
Pennsylvania
$251K -$2.44K -12 -0.8%
HNWAG
2916
High Net Worth Advisory Group
Florida
$250K -$96.7K -475 -25%
AWM
2917
Accurate Wealth Management
Florida
$249K -$491K -2,414 -64%
FCFC
2918
First Citizens Financial Corp
Iowa
$249K -$13.2K -65 -4%
WWP
2919
Waypoint Wealth Partners
California
$248K -$16.9K -83 -6%
CCP
2920
Cassia Capital Partners
North Carolina
$247K -$7.12K -35 -2%
KPWG
2921
KFA Private Wealth Group
Virginia
$247K +$203 +1 +0.1%
III
2922
Independent Investors Inc
New York
$247K +$1.83K +9 +0.7%
HFS
2923
Howard Financial Services
Texas
$247K +$15.1K +74 +6%
GFPC
2924
Global Financial Private Client
Florida
$246K +$25K +123 +10%
CWS
2925
Cypress Wealth Services
California
$246K -$198K -971 -42%
115 116
117
118 119