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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3401
Trust Company
Kansas
$334K +$17.5K +45 +5%
BI
3402
Bolthouse Investments
California
$334K – – –
RIS
3403
Retirement Income Solutions
Michigan
$334K – – –
MCM
3404
M1 Capital Management
Michigan
$333K -$5.07K -13 -1%
BDFN
3405
Bond & Devick Financial Network
Minnesota
$332K +$26.5K +68 +8%
EL
3406
Essex LLC
Illinois
$332K +$9.35K +24 +3%
LI
3407
LifeWealth Investments
Florida
$330K -$47.2K -121 -12%
LIA
3408
LifePlan Investment Advisors
North Carolina
$330K -$1.95K -5 -0.6%
OIS
3409
Okabena Investment Services
Minnesota
$330K -$779 -2 -0.2%
SC
3410
Saybrook Capital
North Carolina
$330K – – –
JHP
3411
James Hambro & Partners
United Kingdom
$330K – – –
HNW
3412
High Note Wealth
Minnesota
$330K – – –
LA
3413
Lane & Associates
New Jersey
$329K +$26.5K +68 +8%
CC
3414
Commons Capital
Massachusetts
$329K +$9.74K +25 +3%
AC
3415
ASB Consultores
Florida
$329K -$187K -481 -35%
CW
3416
Cook Wealth
North Carolina
$329K -$17.1K -44 -5%
MIS
3417
Morningstar Investment Services
Illinois
$328K -$46.8K -120 -12%
OPTFSNA
3418
Old Point Trust & Financial Services N A
Virginia
$327K – – –
CWM
3419
Castle Wealth Management
Florida
$325K +$20.7K +53 +6%
AHL
3420
Abel Hall LLC
Louisiana
$325K -$76.4K -196 -18%
MWA
3421
Motive Wealth Advisors
Michigan
$324K -$35.1K -90 -9%
MPM
3422
MBB Public Markets
Illinois
$324K +$345K +884 New
CAM
3423
Close Asset Management
United Kingdom
$323K – – –
FI
3424
Financial Insights
Washington
$323K +$10.9K +28 +3%
FC
3425
Fulcrum Capital
Washington
$322K -$429K -1,101 -56%
135 136
137
138 139