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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
2551
Valley Brook Capital Group
Pennsylvania
$866K +$49.5K +152 +7%
SIC
2552
Samalin Investment Counsel
New York
$866K -$22.8K -70 -3%
PTC
2553
Petrus Trust Company
Texas
$863K -$84.3K -259 -10%
TFA
2554
Toth Financial Advisory
Virginia
$863K – – –
PCA
2555
Peddock Capital Advisors
Massachusetts
$862K +$17.6K +54 +2%
WBG
2556
Wharton Business Group
Pennsylvania
$858K – – –
MA
2557
Modus Advisors
Minnesota
$858K +$71K +218 +10%
KCM
2558
Kathmere Capital Management
Pennsylvania
$856K +$148K +455 +23%
LWA
2559
Lineweaver Wealth Advisors
Ohio
$856K +$329K +1,011 +72%
CM
2560
Corvex Management
New York
$850K – – –
HP
2561
Holowesko Partners
Bahamas
$850K – – –
BOPW
2562
Brandywine Oak Private Wealth
Pennsylvania
$848K -$99.3K -305 -11%
WKWM
2563
Walter & Keenan Wealth Management
Indiana
$848K -$20.5K -63 -3%
NF
2564
Nikulski Financial
Iowa
$847K +$17.9K +55 +2%
IPWA
2565
International Private Wealth Advisors
California
$847K +$779K +2,393 New
TWM
2566
Triton Wealth Management
Arizona
$847K +$2.93K +9 +0.4%
BWP
2567
Bernardo Wealth Planning
Pennsylvania
$847K – – –
AIP
2568
ARS Investment Partners
New York
$840K – – –
S
2569
Sunpointe
Missouri
$839K +$772K +2,370 New
ABLA
2570
Alan B. Lancz & Associates
Ohio
$837K -$16.3K -50 -2%
GP
2571
Greenline Partners
New York
$837K +$546K +1,678 +245%
CIA
2572
Compass Ion Advisors
Pennsylvania
$837K -$3.91K -12 -0.5%
AHL
2573
Abel Hall LLC
Louisiana
$835K +$768K +2,359 New
HFM
2574
Hartford Funds Management
Pennsylvania
$833K +$59.3K +182 +8%
SPIS
2575
Steward Partners Investment Solutions
Oregon
$830K +$764K +2,346 New
101 102
103
104 105