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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1776
Fernwood Investment Management
Massachusetts
$877K -$289K -2,750 -26%
WDA
1777
Wendell David Associates
New Hampshire
$877K -$10.5K -100 -1%
SIC
1778
Sterling Investment Counsel
New York
$876K -$911K -8,671 -52%
TPI
1779
Trust Point Inc
Wisconsin
$875K +$35.8K +341 +5%
OPTFSNA
1780
Old Point Trust & Financial Services N A
Virginia
$873K -$5.25K -50 -0.6%
AWM
1781
Aries Wealth Management
Maine
$873K -$5.99K -57 -0.7%
PL
1782
Perpetual Ltd
Australia
$872K -$2.09M -19,871 -72%
SL
1783
Summitry LLC
California
$871K -$46.2M -439,876 -98%
TA
1784
TCM Advisors
West Virginia
$869K – – –
SWA
1785
Sax Wealth Advisors
New Jersey
$868K -$97K -923 -11%
MCC
1786
Money Concepts Capital
Florida
$867K +$444K +4,230 +119%
WEG
1787
World Equity Group
Illinois
$866K +$224K +2,131 +38%
CFGW
1788
Chancellor Financial Group WB
Pennsylvania
$865K +$816K +7,769 New
MSFS
1789
Main Street Financial Solutions
Pennsylvania
$863K -$18.2K -173 -2%
CBT
1790
Crews Bank & Trust
Florida
$858K +$810K +7,709 New
FPF
1791
First Pacific Financial
Washington
$858K +$2K +19 +0.2%
MFG
1792
MidWestOne Financial Group
Iowa
$857K -$526K -5,006 -39%
HW
1793
Hedeker Wealth
Illinois
$854K -$30.9K -294 -4%
KWS
1794
Keystone Wealth Services
California
$851K +$5.04K +48 +0.6%
OBWG
1795
Onyx Bridge Wealth Group
New York
$850K -$75.3K -717 -9%
LWM
1796
Liberty Wealth Management
California
$849K +$4.62K +44 +0.6%
RWP
1797
Ridgecrest Wealth Partners
California
$848K -$20K -190 -2%
GCM
1798
Gables Capital Management
Florida
$848K +$5.25K +50 +0.7%
OL
1799
Optas LLC
Texas
$848K +$34.8K +331 +5%
TPW
1800
Tiller Private Wealth
Pennsylvania
$848K -$118K -1,121 -13%
70 71
72
73 74