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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2301
Bourgeon Capital Management
Connecticut
$396K -$2.11K -7 -0.5%
HPM
2302
Hoxton Planning & Management
West Virginia
$396K +$15.4K +51 +4%
JWM
2303
JGP Wealth Management
Oregon
$396K +$169K +562 +78%
SEP
2304
Southland Equity Partners
Missouri
$395K – – –
FFA
2305
Fortune Financial Advisors
Kansas
$395K +$9.03K +30 +2%
OFS
2306
OMC Financial Services
New York
$395K +$301 +1 +0.1%
PWM
2307
Palacios Wealth Management
Florida
$395K -$84K -279 -18%
FA
2308
Fedenia Advisers
Wisconsin
$394K – – –
SWM
2309
Scissortail Wealth Management
Oklahoma
$394K – – –
FDDB
2310
Fidelity D&D Bancorp
Pennsylvania
$394K -$5.72K -19 -1%
SIC
2311
Shoker Investment Counsel
Ohio
$393K +$301 +1 +0.1%
CBB
2312
Citizens Business Bank
California
$392K – – –
RBWA
2313
RFG - Bristol Wealth Advisors
Massachusetts
$392K +$6.93K +23 +2%
ITIM
2314
Indiana Trust & Investment Management
Indiana
$392K – – –
MP
2315
Moment Partners
California
$391K – – –
IWM
2316
Integris Wealth Management
California
$390K -$22.6K -75 -6%
MWM
2317
Mindset Wealth Management
Indiana
$390K +$97.9K +325 +35%
MUMSS
2318
Mitsubishi UFJ Morgan Stanley Securities
Japan
$390K +$382K +1,267 New
PWM
2319
Palumbo Wealth Management
New York
$390K – – –
TCM
2320
TD Capital Management
Tennessee
$390K +$301 +1 +0.1%
S
2321
Steadtrust
Texas
$390K +$301 +1 +0.1%
OFS
2322
OneAscent Financial Services
Alabama
$389K -$577K -1,916 -60%
FOA
2323
Five Oceans Advisors
California
$388K +$602 +2 +0.2%
IFA
2324
Independence Financial Advisors
New Hampshire
$388K +$602 +2 +0.2%
POIA
2325
Pin Oak Investment Advisors
Texas
$388K +$6.93K +23 +2%
91 92
93
94 95