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Name Holding Trade Value Shares
Change 		Change in
Stake
YWS
3126
Yarger Wealth Strategies
Ohio
$310K +$6.25K +26 +2%
DWM
3127
Defined Wealth Management
Oregon
$310K +$10.1K +42 +3%
OLVIG
3128
Oliver Lagore Vanvalin Investment Group
Michigan
$310K +$26K +108 +9%
TPW
3129
Tiller Private Wealth
Pennsylvania
$310K – – –
HBWM
3130
Hollow Brook Wealth Management
New York
$310K – – –
DFCM
3131
Dark Forest Capital Management
Puerto Rico
$309K -$468K -1,945 -59%
CWM
3132
C2C Wealth Management
Arizona
$308K – – –
GWM
3133
GSB Wealth Management
Connecticut
$308K +$13.2K +55 +4%
PBO
3134
Peoples Bank (Ohio)
Ohio
$308K -$3.61K -15 -1%
AGC
3135
Aspen Grove Capital
Colorado
$307K -$1.27M -5,286 -80%
KFC
3136
Klingenstein Fields & Co
New York
$306K -$13.2M -54,966 -98%
FC
3137
Financial Council
Maryland
$306K – – –
HCC
3138
Hirtle Callaghan & Co
Pennsylvania
$306K +$45.7K +190 +17%
KIA
3139
KLR Investment Advisors
Rhode Island
$305K -$2.4K -10 -0.7%
IPW
3140
Invictus Private Wealth
Colorado
$304K -$11.8K -49 -4%
MCI
3141
MRP Capital Investments
Georgia
$303K – – –
DP
3142
Divergent Planning
Maryland
$303K – – –
TFF
3143
The Family Firm
Maryland
$303K -$15.9K -66 -5%
KFA
3144
Kelleher Financial Advisors
New York
$301K -$156K -650 -33%
HFS
3145
Howard Financial Services
Texas
$300K +$8.41K +35 +3%
SR
3146
Syntax Research
Florida
$299K +$312K +1,299 New
LC
3147
LCNB Corp
Ohio
$299K -$167K -695 -35%
PFA
3148
Pathway Financial Advisors
Vermont
$298K +$12.5K +52 +4%
CIC
3149
Cutler Investment Counsel
Oregon
$298K +$17.3K +72 +6%
CIA
3150
Caerus Investment Advisors
Texas
$297K – – –
124 125
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127 128