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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2576
Decision Investments
California
$540K +$520K +7,009 New
WFS
2577
Widmann Financial Services
Maryland
$539K -$44.5K -600 -8%
PPC
2578
Park Place Capital
Alabama
$539K -$34.3K -462 -6%
TC
2579
Trust Company
Kansas
$537K +$113K +1,519 +28%
JF
2580
JMN Financial
Ohio
$537K +$517K +6,972 New
KOC
2581
Koss-Olinger Consulting
Florida
$537K -$41.2K -555 -7%
YCG
2582
Yeomans Consulting Group
Georgia
$537K +$22.9K +309 +5%
ML
2583
Mayport LLC
Massachusetts
$535K -$59.8K -806 -10%
CCM
2584
Chaney Capital Management
Washington
$535K +$27.5K +370 +6%
SN
2585
Sittner & Nelson
Oregon
$534K +$2K +27 +0.4%
TC
2586
Truvestments Capital
Florida
$533K -$60.8K -820 -11%
MWM
2587
Maridea Wealth Management
New York
$533K +$177K +2,388 +53%
BP
2588
Broadleaf Partners
Ohio
$532K – – –
CA
2589
Claris Advisors
Missouri
$531K -$9.65K -130 -2%
JSL
2590
JT Stratford LLC
Georgia
$530K +$12.5K +168 +3%
BC
2591
Barrett & Company
Rhode Island
$529K -$54.9K -740 -10%
AIC
2592
Archer Investment Corporation
Indiana
$528K -$32.3K -435 -6%
KCIC
2593
Kuhn & Co Investment Counsel
Illinois
$528K +$47.5K +640 +10%
VAG
2594
VisionPoint Advisory Group
Texas
$527K -$26.5K -357 -5%
TDC
2595
Thompson Davis & Co
Virginia
$526K +$507K +6,834 New
EPIMS
2596
Evelyn Partners Investment Management Services
$526K – – –
SLWA
2597
San Luis Wealth Advisors
California
$526K -$70.9K -955 -12%
MWC
2598
MBM Wealth Consultants
Missouri
$526K +$22.9K +309 +5%
RFW
2599
Rainier Family Wealth
Washington
$525K +$44.1K +595 +10%
B
2600
Bayban
Minnesota
$525K +$505K +6,812 New
102 103
104
105 106