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Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
2601
Quantum Financial Advisors
California
$796K -$18.9K -58 -3%
CIM
2602
CIM Investment Management
Pennsylvania
$795K -$69.3K -213 -9%
PG
2603
Patten Group
Tennessee
$795K +$30.6K +94 +4%
PRP
2604
Peak Retirement Planning
Ohio
$794K +$93.7K +288 +15%
MWA
2605
Medallion Wealth Advisors
Connecticut
$794K -$58.9K -181 -7%
DM
2606
Diversified Management
Wisconsin
$793K -$1.64M -5,028 -69%
SWRP
2607
Summit Wealth & Retirement Planning
California
$792K -$104K -321 -13%
BWP
2608
Baldwin Wealth Partners
Massachusetts
$792K -$30.3K -93 -4%
1IA
2609
1620 Investment Advisors
Massachusetts
$792K +$20.2K +62 +3%
UIM
2610
Unified Investment Management
Georgia
$790K +$8.78K +27 +1%
HNB
2611
Hilltop National Bank
Wyoming
$790K -$168K -516 -19%
BCM
2612
Basso Capital Management
Connecticut
$787K +$698K +2,147 +2,526%
MLFP
2613
MPS Loria Financial Planners
Illinois
$785K -$10.7K -33 -1%
YIM
2614
Yoffe Investment Management
Pennsylvania
$785K – – –
AWMG
2615
Alliance Wealth Management Group
New Jersey
$784K – – –
CNBOF
2616
City National Bank of Florida
Florida
$784K +$255K +784 +54%
FG
2617
Foster Group
Iowa
$783K +$28.3K +87 +4%
SN
2618
Sittner & Nelson
Oregon
$783K +$5.53K +17 +0.8%
1W
2619
1776 Wealth
Georgia
$782K – – –
GCA
2620
Gradient Capital Advisors
California
$780K -$49.8K -153 -6%
BFA
2621
Beacon Financial Advisory
Ohio
$780K +$18.5K +57 +3%
SCA
2622
Strathmore Capital Advisors
North Carolina
$779K -$1.63K -5 -0.2%
SIAG
2623
Safeguard Investment Advisory Group
California
$779K +$168K +515 +30%
SFGP
2624
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$778K -$3.25K -10 -0.5%
EBSAM
2625
Eubel Brady & Suttman Asset Management
Ohio
$778K +$5.21K +16 +0.7%
103 104
105
106 107