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Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
2576
May Hill Capital
Massachusetts
$802K +$220K +677 +42%
MTIC
2577
Missouri Trust & Investment Company
Missouri
$801K – – –
FF
2578
Francis Financial
$800K +$19.5K +60 +3%
CFA
2579
Capstone Financial Advisors
Illinois
$800K +$34.2K +105 +5%
SIC
2580
SJS Investment Consulting
Ohio
$799K +$35.1K +108 +5%
BOPW
2581
Brandywine Oak Private Wealth
Pennsylvania
$799K -$55.3K -170 -7%
MFGM
2582
Marshall Financial Group (Maryland)
Maryland
$799K -$39K -120 -5%
TWA
2583
Talisman Wealth Advisors
New Jersey
$798K +$42.9K +132 +6%
PIA
2584
Powell Investment Advisors
Florida
$797K – – –
QFA
2585
Quantum Financial Advisors
California
$796K -$18.9K -58 -3%
PG
2586
Patten Group
Tennessee
$795K +$30.6K +94 +4%
PRP
2587
Peak Retirement Planning
Ohio
$794K +$93.7K +288 +15%
MWA
2588
Medallion Wealth Advisors
Connecticut
$794K -$58.9K -181 -7%
DM
2589
Diversified Management
Wisconsin
$793K -$1.64M -5,028 -69%
SWRP
2590
Summit Wealth & Retirement Planning
California
$792K -$104K -321 -13%
BWP
2591
Baldwin Wealth Partners
Massachusetts
$792K -$30.3K -93 -4%
1IA
2592
1620 Investment Advisors
Massachusetts
$792K +$20.2K +62 +3%
UIM
2593
Unified Investment Management
Georgia
$790K +$8.78K +27 +1%
HNB
2594
Hilltop National Bank
Wyoming
$790K -$168K -516 -19%
BCM
2595
Basso Capital Management
Connecticut
$787K +$698K +2,147 +2,526%
MLFP
2596
MPS Loria Financial Planners
Illinois
$785K -$10.7K -33 -1%
YIM
2597
Yoffe Investment Management
Pennsylvania
$785K – – –
AWMG
2598
Alliance Wealth Management Group
New Jersey
$784K – – –
CNBOF
2599
City National Bank of Florida
Florida
$784K +$255K +784 +54%
FG
2600
Foster Group
Iowa
$783K +$28.3K +87 +4%
102 103
104
105 106