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Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
3101
McDaniel Terry & Co
Texas
$421K +$1.82K +5 +0.5%
MF
3102
Montis Financial
Massachusetts
$421K +$111K +305 +42%
GIA
3103
Goodwin Investment Advisory
Georgia
$420K -$48.9K -134 -11%
FCIM
3104
Fairview Capital Investment Management
California
$420K +$40.1K +110 +12%
WIM
3105
Warwick Investment Management
Texas
$420K +$16K +44 +4%
SHFP
3106
Second Half Financial Partners
Florida
$418K +$376K +1,031 New
IWA
3107
Inspirion Wealth Advisors
Illinois
$417K +$36.5K +100 +11%
CFA
3108
Capstone Financial Advisors
Illinois
$417K +$4.01K +11 +1%
MA
3109
MKT Advisors
California
$416K +$729 +2 +0.2%
FC
3110
Financial Council
Maryland
$415K -$18.2K -50 -5%
ORC
3111
O'Rourke & Company
Massachusetts
$414K +$25.9K +71 +7%
CPG
3112
Cornerstone Planning Group
New Jersey
$413K -$8.02K -22 -2%
OPTFSNA
3113
Old Point Trust & Financial Services N A
Virginia
$413K -$100K -275 -21%
TSWM
3114
Triangle Securities Wealth Management
North Carolina
$412K -$1.82K -5 -0.5%
TSS
3115
Thomas Story & Son
Indiana
$412K – – –
FF
3116
Francis Financial
$411K +$9.48K +26 +3%
CPP
3117
Capasso Planning Partners
South Carolina
$409K +$365 +1 +0.1%
HIM
3118
Hanlon Investment Management
New Jersey
$408K +$72.9K +200 +25%
FCG
3119
Fielder Capital Group
Tennessee
$408K +$365 +1 +0.1%
AHL
3120
Abel Hall LLC
Louisiana
$407K +$12.8K +35 +4%
EWA
3121
Elevate Wealth Advisory
Georgia
$406K – – –
SIGI
3122
Susquehanna International Group (Ireland)
Ireland
$406K +$365K +1,002 New
RA
3123
Riversedge Advisors
Delaware
$405K +$27K +74 +8%
WPI
3124
Walter Public Investments
Canada
$405K – – –
TCM
3125
Tran Capital Management
California
$405K +$365K +1,000 New
123 124
125
126 127