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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
1851
Cardinal Strategic Wealth Guidance
Kentucky
$376K – – –
CBFP
1852
Cedar Brook Financial Partners
Ohio
$376K +$336K +3,641 New
FFMBT
1853
First Farmers & Merchants Bank Trust
Tennessee
$375K +$336K +3,635 New
FBA
1854
Front Barnett Associates
Illinois
$374K -$18.5K -200 -5%
TCM
1855
Traynor Capital Management
Pennsylvania
$373K -$188K -2,034 -36%
HSG
1856
Helen Stephens Group
Texas
$373K +$334K +3,616 New
FB
1857
First Bancorp
Maine
$371K +$9.06K +98 +3%
PFBT
1858
Parkside Financial Bank & Trust
Missouri
$371K +$22.6K +245 +7%
PP
1859
Palladium Partners
Virginia
$370K -$58.9K -637 -15%
OPPTF
1860
OPSEU Pension Plan Trust Fund
Ontario, Canada
$370K +$327K +3,538 New
OA
1861
Operose Advisors
Wisconsin
$370K +$331K +3,583 New
SFO
1862
Stokes Family Office
Louisiana
$369K +$19K +206 +6%
SW
1863
SkyOak Wealth
Michigan
$367K – – –
CF
1864
Corrigan Financial
Rhode Island
$367K +$185 +2 +0.1%
WCP
1865
Welch Capital Partners
New York
$366K +$328K +3,550 New
SWMP
1866
Signature Wealth Management Partners
New Jersey
$365K -$13.9K -150 -4%
SFG
1867
Sather Financial Group
Texas
$363K – – –
CYG
1868
Clean Yield Group
Vermont
$362K -$46.2K -500 -12%
SCM
1869
Stonehearth Capital Management
Massachusetts
$362K -$1.02K -11 -0.3%
FIB
1870
First Interstate Bank
Montana
$362K +$5.73K +62 +2%
GCC
1871
Game Creek Capital
Massachusetts
$361K -$57.8K -625 -15%
AMIM
1872
Aull & Monroe Investment Management
Alabama
$361K +$92 +1 +0%
5L
1873
55I LLC
Massachusetts
$361K +$49.1K +531 +18%
JIC
1874
Joel Isaacson & Co
New York
$360K +$15.7K +170 +5%
DS
1875
DRW Securities
Illinois
$360K +$322K +3,489 New
73 74
75
76 77