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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2126
Socha Financial Group
New York
$364K -$6.58K -186 -2%
EBT
2127
Enterprise Bank & Trust
Massachusetts
$363K -$52.2K -1,474 -13%
KIA
2128
KLR Investment Advisors
Rhode Island
$362K -$89.3K -2,524 -21%
TWP
2129
Tower Wealth Partners
Pennsylvania
$362K -$12.3K -348 -4%
HS
2130
Horan Securities
United States
$361K +$2.23K +63 +0.7%
LL
2131
LWMG LLC
Minnesota
$360K -$3.54K -100 -1%
OFS
2132
Orrstown Financial Services
Pennsylvania
$359K +$337K +9,534 New
9WM
2133
9258 Wealth Management
Ohio
$359K +$11.4K +321 +3%
NGA
2134
Naples Global Advisors
Florida
$358K -$124K -3,510 -27%
AWA
2135
Acorn Wealth Advisors
Michigan
$358K -$2.9K -82 -0.9%
HWA
2136
HCR Wealth Advisors
California
$358K +$25K +706 +8%
MWM
2137
Marion Wealth Management
Pennsylvania
$358K -$106K -2,983 -24%
CFS
2138
CRA Financial Services
New Jersey
$358K -$61.8K -1,748 -16%
ORC
2139
O'Rourke & Company
Massachusetts
$357K +$335K +9,466 New
FWA
2140
FSM Wealth Advisors
Ohio
$357K +$69.3K +1,960 +26%
BBW
2141
Blue Barn Wealth
Utah
$357K +$5.98K +169 +2%
WWM
2142
Waterway Wealth Management
Texas
$356K +$334K +9,454 New
LDB
2143
Lee, Danner & Bass
Tennessee
$356K -$160K -4,511 -32%
BFO
2144
Biltmore Family Office
North Carolina
$355K -$837K -23,663 -72%
CAG
2145
Crestwood Advisors Group
Massachusetts
$355K -$150K -4,226 -31%
BC
2146
Barrett & Company
Rhode Island
$355K -$20.7K -584 -6%
UF
2147
Univest Financial
Pennsylvania
$354K -$19.2K -544 -5%
RVPG
2148
Relative Value Partners Group
$354K -$86.4K -2,443 -21%
RPCONE
2149
Retirement Planning Company of New England
Rhode Island
$353K +$22.9K +647 +7%
THWM
2150
Taylor Hoffman Wealth Management
Virginia
$353K +$81.9K +2,314 +33%
84 85
86
87 88