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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2251
Oxford Financial Group
Indiana
$324K +$23.2K +574 +8%
SWP
2252
Semus Wealth Partners
Florida
$324K -$14.1K -350 -4%
GWP
2253
Gateway Wealth Partners
Wisconsin
$324K -$6.45K -160 -2%
GWA
2254
GGM Wealth Advisors
Maryland
$324K -$54.3K -1,345 -15%
RPWA
2255
Regent Peak Wealth Advisors
Georgia
$324K +$4.4K +109 +1%
PCFFS
2256
Pacific Center for Financial Services
California
$323K +$67.8K +1,680 +28%
SC
2257
Saturna Capital
Washington
$322K +$56.9K +1,410 +23%
ITIM
2258
Indiana Trust & Investment Management
Indiana
$322K -$35.9K -889 -10%
NPFS
2259
Novak & Powell Financial Services
Florida
$322K +$12K +297 +4%
CC
2260
Cipher Capital
New York
$321K -$80.8K -2,004 -21%
BC
2261
Barrett & Company
Rhode Island
$320K -$71.7K -1,777 -19%
MPM
2262
Meritage Portfolio Management
Kansas
$320K +$645 +16 +0.2%
AWM
2263
Aprio Wealth Management
Georgia
$320K +$31.9K +790 +12%
BOS
2264
Bank of Stockton
California
$319K -$11.1K -275 -3%
JCM
2265
Jag Capital Management
Missouri
$319K +$8.07K +200 +3%
TFS
2266
Thoroughbred Financial Services
Tennessee
$319K -$431K -10,689 -58%
JGIA
2267
Jackson Grant Investment Advisers
Connecticut
$319K +$726 +18 +0.2%
SAA
2268
Southeast Asset Advisors
Georgia
$318K – – –
MPIA
2269
Mountain Pacific Investment Advisers
Idaho
$318K +$20.2K +500 +7%
SIA
2270
Schechter Investment Advisors
Michigan
$318K +$306K +7,587 New
FDDB
2271
Fidelity D&D Bancorp
Pennsylvania
$318K -$7.87K -195 -3%
RP
2272
Rice Partnership
Hawaii
$318K +$35.9K +890 +13%
NFA
2273
Northwest Financial Advisors
Virginia
$316K -$12K -298 -4%
DCM
2274
Driehaus Capital Management
Illinois
$316K +$304K +7,530 New
DLHL
2275
Donald L. Hagan LLC
Florida
$315K +$161 +4 +0.1%
89 90
91
92 93