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Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
2801
Advisor Resource Council
Texas
$276K -$516K -7,243 -65%
BRWM
2802
Blue Rock Wealth Management
North Carolina
$276K – – –
NCTC
2803
New Covenant Trust Company
Indiana
$275K -$1.78K -25 -0.6%
IA
2804
Intellus Advisors
Florida
$275K – – –
SA
2805
SL Advisors
New Jersey
$274K – – –
RFS
2806
Richardson Financial Services
Massachusetts
$273K +$9.26K +130 +4%
WCM
2807
WealthBridge Capital Management
Ohio
$273K +$19.5K +274 +8%
SIM
2808
SSI Investment Management
California
$273K -$231K -3,248 -46%
SWP
2809
Strategic Wealth Partners
Ohio
$272K +$274K +3,851 New
CCM
2810
Crabel Capital Management
California
$272K -$2K -28 -0.7%
MPM
2811
MBB Public Markets
Illinois
$272K -$59.6K -836 -18%
MFG
2812
Midwest Financial Group
Kansas
$272K +$9.54K +134 +4%
B
2813
Bensler
Washington
$272K +$19.3K +271 +8%
TWM
2814
TriaGen Wealth Management
California
$271K +$18.1K +254 +7%
ZAM
2815
Zevin Asset Management
Massachusetts
$271K -$712 -10 -0.3%
PPC
2816
Pennington Partners & Co
Maryland
$271K -$6.27K -88 -2%
IF
2817
IRON Financial
Illinois
$270K +$4.92K +69 +2%
PFG
2818
Prosperity Financial Group
California
$269K -$25.2K -354 -9%
AA
2819
Aufman Associates
Pennsylvania
$269K +$7.69K +108 +3%
MCM
2820
Mendel Capital Management
Arkansas
$268K +$26.3K +369 +11%
MCM
2821
M1 Capital Management
Michigan
$267K +$19.2K +269 +8%
AT
2822
American Trust
Kentucky
$267K -$16.5K -231 -6%
MMA
2823
Mizuho Markets Americas
New York
$267K -$1.24M -17,389 -82%
PRTG
2824
Post Resch Tallon Group
New York
$267K +$71 +1 +0%
IA
2825
Insight Advisors
Pennsylvania
$266K -$499 -7 -0.2%
111 112
113
114 115