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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1776
InTrack Investment Management
Vermont
$403K -$104K -1,055 -20%
CL
1777
Choreo LLC
Illinois
$403K -$2.38K -24 -0.6%
SFO
1778
Stokes Family Office
Louisiana
$403K +$51.1K +516 +14%
ATWA
1779
Arbor Trust Wealth Advisors
Michigan
$402K +$297 +3 +0.1%
EHAM
1780
Eagle Harbor Asset Management
Washington
$402K -$33.9K -342 -8%
SWA
1781
Sutton Wealth Advisors
Florida
$401K +$2.67K +27 +0.6%
FPCG
1782
Forum Private Client Group
Indiana
$401K +$990 +10 +0.2%
BWG
1783
Beta Wealth Group
California
$400K +$19.8K +200 +5%
MHIC
1784
Marble Harbor Investment Counsel
Massachusetts
$399K – – –
RGF
1785
Retirement Guys Formula
Ohio
$399K +$61.3K +619 +17%
PCP
1786
Proficio Capital Partners
Massachusetts
$398K +$8.41K +85 +2%
TF
1787
TimeScale Financial
Massachusetts
$398K +$17.3K +175 +4%
JSW
1788
Journey Strategic Wealth
New Jersey
$398K +$187K +1,889 +83%
PFBT
1789
Parkside Financial Bank & Trust
Missouri
$397K +$30.7K +310 +8%
IP
1790
Investment Partners
Ohio
$397K +$412K +4,165 New
FNBSF
1791
First National Bank Sioux Falls
South Dakota
$396K – – –
TA
1792
TFG Advisers
Michigan
$395K +$6.14K +62 +2%
NLP
1793
Next Level Private
New York
$395K +$122K +1,228 +45%
SFM
1794
Signet Financial Management
New Jersey
$394K -$10.6K -107 -3%
LIA
1795
LBMC Investment Advisors
Tennessee
$393K – – –
LSC
1796
Lesa Sroufe & Co
Washington
$393K +$408K +4,125 New
ONST
1797
Old North State Trust
North Carolina
$392K +$406K +4,105 +102,625%
CBFP
1798
Cedar Brook Financial Partners
Ohio
$391K +$40.1K +405 +11%
LRPA
1799
L. Roy Papp & Associates
Arizona
$391K – – –
RPWA
1800
Regent Peak Wealth Advisors
Georgia
$391K +$10.9K +110 +3%
70 71
72
73 74