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Name Holding Trade Value Shares
Change 		Change in
Stake
RL
3501
Rogco LP
Oklahoma
$43.5K – – –
T
3502
TrustBank
Illinois
$42.5K -$13.7K -26 -23%
CMP
3503
Coston McIsaac & Partners
Maine
$41K – – –
CWP
3504
Clark Wealth Partners
Illinois
$41K -$34.8K -66 -45%
MWA
3505
Merkkuri Wealth Advisors
New York
$40.6K +$42.7K +81 New
CFG
3506
Clayton Financial Group
Missouri
$40K – – –
MS
3507
Mizuho Securities
Japan
$40K +$42.1K +80 New
UFPG
3508
United Financial Planning Group
New York
$39K +$23.7K +45 +136%
EP
3509
Essential Partners
California
$38.5K -$20.5K -39 -34%
SIM
3510
Synergy Investment Management
Florida
$38.5K +$40.6K +77 New
TCM
3511
Tradewinds Capital Management
Washington
$38.1K +$1.05K +2 +3%
DAM
3512
Delta Asset Management
Tennessee
$38K – – –
PP
3513
Pingora Partners
Wyoming
$37.5K – – –
SWP
3514
SIMA Wealth Partners
Virginia
$37.5K – – –
HHCP
3515
Hilton Head Capital Partners
South Carolina
$37K – – –
MPW
3516
MASECO Private Wealth
$36K -$440K -836 -92%
CCMI
3517
Creative Capital Management Investments
California
$36K -$5.27K -10 -12%
FCT
3518
First Community Trust
Iowa
$36K – – –
HFS
3519
Hughes Financial Services
Virginia
$36K +$4.21K +8 +13%
SRCM
3520
Signature Resources Capital Management
California
$35K -$17.4K -33 -32%
CBT
3521
CoreFirst Bank & Trust
Kansas
$35K – – –
SA
3522
Scarborough Advisors
Maryland
$34.8K -$12.1K -23 -25%
BHWM
3523
Bay Harbor Wealth Management
Maryland
$34K +$5.79K +11 +19%
AI
3524
Atomic Invest
New York
$33.8K +$12.6K +24 +55%
RTC
3525
Riverview Trust Company
Washington
$33.5K – – –
139 140
141
142 143