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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2526
Aufman Associates
Pennsylvania
$261K -$6.83K -162 -2%
WP
2527
Westmount Partners
California
$261K -$168K -3,980 -38%
OLA
2528
Oliver Luxxe Assets
New Jersey
$260K – – –
NWM
2529
Northwest Wealth Management
Iowa
$260K -$6.83K -162 -2%
FFG
2530
Fiduciary Financial Group
California
$260K -$1.35K -32 -0.5%
SAM
2531
S.A. Mason
Michigan
$259K -$11.6K -276 -4%
6F
2532
626 Financial
Michigan
$259K +$65.4K +1,551 +31%
OFG
2533
Oxford Financial Group
Indiana
$259K +$26.8K +636 +11%
MAM
2534
Mystic Asset Management
Rhode Island
$259K +$274K +6,486 New
PFWA
2535
Paces Ferry Wealth Advisors
Georgia
$259K -$43.7K -1,037 -14%
JC
2536
Jentner Corp
Ohio
$259K -$57.5K -1,363 -17%
SA
2537
Stewardship Advisors
Pennsylvania
$259K +$13.8K +328 +5%
MCCA
2538
Mill Creek Capital Advisors
Pennsylvania
$258K -$8.94K -212 -3%
APWM
2539
Argonautica Private Wealth Management
Massachusetts
$258K -$3.8K -90 -1%
BCM
2540
Boltwood Capital Management
California
$258K +$2.11K +50 +0.8%
GFG
2541
Grantvest Financial Group
New Jersey
$258K +$272K +6,459 New
CCAM
2542
Cascades Capital Asset Management
North Carolina
$258K -$134K -3,169 -33%
OCBCO
2543
Oversea-Chinese Banking Corp (OCBC)
Singapore
$257K -$233K -5,521 -46%
RFA
2544
Reyes Financial Architecture
California
$257K +$271K +6,414 New
TA
2545
TPG Advisors
Illinois
$255K +$506 +12 +0.2%
NCTC
2546
New Covenant Trust Company
Indiana
$255K -$1.14K -27 -0.4%
MCWS
2547
McKinley Carter Wealth Services
West Virginia
$255K +$23.3K +553 +9%
UWP
2548
Uniting Wealth Partners
Kansas
$255K +$269K +6,380 New
APW
2549
Aventura Private Wealth
Florida
$255K +$269K +6,365 New
BLAM
2550
Bourne Lent Asset Management
New York
$254K +$18.8K +446 +8%
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102
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