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Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
2451
Prentiss Smith & Co
Vermont
$293K – – –
WCMN
2452
Westchester Capital Management (Nebraska)
Nebraska
$293K – – –
PI
2453
Pettee Investors
Connecticut
$292K – – –
FG
2454
Foster Group
Iowa
$292K -$41.8K -891 -11%
MSG
2455
Main Street Group
Virginia
$291K -$11.8K -252 -4%
NPFS
2456
Novak & Powell Financial Services
Florida
$291K -$19K -406 -6%
AGA
2457
Arkos Global Advisors
Texas
$291K -$9.48K -202 -3%
FI
2458
Finivi Inc
Massachusetts
$288K -$12.6K -269 -4%
SWA
2459
SOA Wealth Advisors
New York
$287K -$277K -5,905 -31%
LWP
2460
LeClair Wealth Partners
Ohio
$287K +$47.1K +1,003 +17%
MWM
2461
Mindset Wealth Management
Indiana
$287K +$56.3K +1,200 +21%
PWM
2462
Pines Wealth Management
North Carolina
$287K -$15.7K -334 -5%
BFA
2463
Bright Financial Advisors
Michigan
$287K +$116K +2,480 +58%
SHFG
2464
S Harris Financial Group
Texas
$286K -$3.99K -85 -1%
EIA
2465
Eldridge Investment Advisors
New Hampshire
$286K +$563 +12 +0.2%
NCTC
2466
New Covenant Trust Company
Indiana
$286K +$31.8K +677 +11%
HAFS
2467
Hapanowicz & Associates Financial Services
Pennsylvania
$286K -$4.69K -100 -1%
SWM
2468
Stronghold Wealth Management
Florida
$285K +$6.05K +129 +2%
EWM
2469
Elmwood Wealth Management
California
$285K +$59.8K +1,274 +23%
WCM
2470
WealthBridge Capital Management
Ohio
$285K +$63K +1,342 +25%
KWA
2471
Kondo Wealth Advisors
California
$285K +$19.6K +418 +7%
CCAL
2472
City Center Advisors LLC
Michigan
$285K -$19.3K -411 -6%
AFGAS
2473
Allegiance Financial Group Advisory Services
Virginia
$284K +$70.2K +1,496 +29%
CFP
2474
Cascade Financial Partners
California
$283K -$17.9K -382 -5%
WG
2475
Warner Group
Connecticut
$282K +$313K +6,666 New
97 98
99
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