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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
2601
Bollard Group
Massachusetts
$417K +$2.45K +36 +0.6%
LGG
2602
Luts & Greenleigh Group
Maryland
$417K +$12.2K +179 +3%
MHR
2603
Matthew Hamilton Rosenberg
$417K -$4.84K -71 -1%
WP
2604
Waycross Partners
Kentucky
$416K – – –
NRI
2605
NFP Retirement Inc
California
$414K -$8.32K -122 -2%
FWTB
2606
First Western Trust Bank
Colorado
$414K -$22K -323 -5%
SSWM
2607
Strait & Sound Wealth Management
California
$414K -$62K -909 -13%
MCM
2608
Mitchell Capital Management
Kansas
$414K +$412K +6,046 New
VAM
2609
Verity Asset Management
North Carolina
$414K -$302K -4,430 -42%
PAW
2610
Plan A Wealth
Nebraska
$413K +$26.9K +395 +7%
FG
2611
Foster Group
Iowa
$412K +$58.3K +855 +17%
MAM
2612
MMA Asset Management
Pennsylvania
$412K +$411K +6,028 New
IPW
2613
Intergy Private Wealth
Colorado
$412K -$4.77K -70 -1%
S
2614
Sachetta
Massachusetts
$412K – – –
CIA
2615
Caerus Investment Advisors
Texas
$412K +$410K +6,015 New
ATS
2616
Ashton Thomas Securities
New York
$411K +$39.3K +577 +11%
MGWM
2617
Marks Group Wealth Management
Minnesota
$411K – – –
MAM
2618
McLean Asset Management
Virginia
$411K -$750 -11 -0.2%
BCM
2619
Birmingham Capital Management
Alabama
$411K -$337K -4,950 -45%
FNBOH
2620
First National Bank of Hutchinson
Kansas
$411K +$409K +6,000 New
MRI
2621
Mad River Investors
Massachusetts
$411K +$409K +6,000 New
SF
2622
Seek First
California
$410K +$22.6K +332 +6%
VCM
2623
Vivaldi Capital Management
Illinois
$410K -$401K -5,883 -50%
PWP
2624
Pursue Wealth Partners
California
$409K – – –
PS
2625
Planned Solutions
California
$409K +$14.3K +210 +4%
103 104
105
106 107