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Name Holding Trade Value Shares
Change 		Change in
Stake
NIWA
3351
New Insight Wealth Advisors
California
$686K +$18.7K +55 +3%
BPFA
3352
Barnes Pettey Financial Advisors
Mississippi
$686K +$28.3K +83 +4%
GEM
3353
Global Endowment Management
North Carolina
$684K -$154K -451 -19%
GSAM
3354
Grant Street Asset Management
Pennsylvania
$683K +$29.3K +86 +5%
CIP
3355
Convergence Investment Partners
Florida
$682K -$25.9K -76 -4%
PWC
3356
Pathfinder Wealth Consulting
North Carolina
$682K +$662K +1,944 New
ANC
3357
Ames National Corp
Iowa
$680K -$28.6K -84 -4%
JFA
3358
JNBA Financial Advisors
Minnesota
$680K +$21.5K +63 +3%
AWA
3359
AmeriServ Wealth Advisors
Pennsylvania
$680K -$62.7K -184 -9%
ME
3360
McIlrath & Eck
Washington
$680K +$22.5K +66 +4%
MAM
3361
Mainsail Asset Management
Alabama
$679K -$5.11K -15 -0.8%
DWA
3362
Dougherty Wealth Advisers
Minnesota
$676K – – –
ML
3363
Mayport LLC
Massachusetts
$671K -$55.5K -163 -8%
LFS
3364
Legacy Financial Strategies
Kansas
$670K +$8.52K +25 +1%
BAS
3365
Breakthru Advisory Services
Wisconsin
$670K +$16K +47 +3%
HA
3366
Heartland Advisors
Wisconsin
$668K – – –
RC
3367
Rovin Capital
Arizona
$667K +$99.5K +292 +18%
OPWM
3368
Oregon Pacific Wealth Management
Oregon
$666K -$681 -2 -0.1%
TI
3369
Truepoint Inc
Ohio
$665K -$19.4K -57 -3%
MWA
3370
Motive Wealth Advisors
Michigan
$665K -$4.77K -14 -0.7%
CNFG
3371
Creegan & Nassoura Financial Group
New Hampshire
$665K – – –
WC
3372
Westhampton Capital
North Carolina
$664K -$8.52K -25 -1%
HCA
3373
Heck Capital Advisors
Wisconsin
$662K -$11.6K -34 -2%
MAG
3374
MRA Advisory Group
New Jersey
$662K -$5.45K -16 -0.8%
FWP
3375
Flatrock Wealth Partners
California
$662K +$643K +1,887 New
133 134
135
136 137