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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
5126
Monte Financial Group
Connecticut
$408K +$46.2K +226 +14%
SPA
5127
Sentinel Pension Advisors
Massachusetts
$406K -$52.6K -257 -12%
AWMNY
5128
Arcadia Wealth Management (New York)
New York
$405K +$377K +1,845 New
PFA
5129
Pathway Financial Advisors
Vermont
$405K -$3.07K -15 -0.8%
KWM
5130
Kanen Wealth Management
Florida
$402K – – –
MHB
5131
Midwest Heritage Bank
Iowa
$401K -$13.9K -68 -4%
MCM
5132
Monarch Capital Management
Indiana
$401K +$409 +2 +0.1%
WIM
5133
Waycross Investment Management
Washington
$400K +$373K +1,825 New
MPIA
5134
Mountain Pacific Investment Advisers
Idaho
$399K -$28K -137 -7%
BIA
5135
Barry Investment Advisors
Massachusetts
$399K -$1.84K -9 -0.5%
FIA
5136
FNY Investment Advisers
New York
$399K -$454K -2,219 -55%
TT
5137
TI-Trust
Illinois
$398K +$14.9K +73 +4%
PRI
5138
Prepared Retirement Institute
Pennsylvania
$398K – – –
MWM
5139
MorganRosel Wealth Management
Colorado
$397K -$58.7K -287 -14%
AM
5140
Account Management
Massachusetts
$397K – – –
SA
5141
Sylvest Advisors
Texas
$397K +$370K +1,810 New
BS
5142
Brighton Securities
New York
$397K +$370K +1,809 New
FPW
5143
Flagship Private Wealth
Massachusetts
$396K +$2.05K +10 +0.6%
DC
5144
Darrow Company
Massachusetts
$396K – – –
BF
5145
Brooklyn FI
New York
$396K – – –
SC
5146
Swan Capital
Florida
$396K +$11.3K +55 +3%
HWM
5147
Heirloom Wealth Management
Colorado
$396K +$12.3K +60 +3%
WHCFA
5148
William Howard & Co Financial Advisors
Tennessee
$395K -$47.9K -234 -11%
TCM
5149
TruNorth Capital Management
Michigan
$394K -$205 -1 -0.1%
R
5150
Rebalance
California
$393K +$103K +502 +39%
204 205
206
207 208