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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2676
Hall Capital Management
Rhode Island
$556K +$513K +1,600 New
MPPLM
2677
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$554K -$534K -1,665 -51%
PEA
2678
Pacific Edge Advisors
California
$554K +$33.7K +105 +7%
RPG
2679
Resource Planning Group
Georgia
$554K +$62.6K +195 +14%
MCM
2680
Monument Capital Management
Virginia
$551K – – –
WCM
2681
Windsor Capital Management
Arizona
$551K +$96.2K +300 +23%
CWA
2682
Canvas Wealth Advisors
Kansas
$549K +$249K +775 +96%
ML
2683
McAdam LLC
Pennsylvania
$548K +$20.9K +65 +4%
CCA
2684
Conservest Capital Advisors
Pennsylvania
$546K -$9.62K -30 -2%
CCM
2685
Cox Capital Management
Massachusetts
$546K – – –
CT
2686
Caldwell Trust
Florida
$544K +$98.5K +307 +24%
WIM
2687
Westside Investment Management
California
$542K -$35.3K -110 -0.9%
FFWM
2688
Future Financial Wealth Management
Ohio
$542K – – –
RI
2689
Ridgewood Investments
New Jersey
$541K -$125K -391 -20%
TCOT
2690
Trust Company of Toledo
Ohio
$541K – – –
FCCM
2691
First City Capital Management
Georgia
$541K +$32.4K +101 +7%
V
2692
VeraBank
Texas
$540K +$46.5K +145 +10%
IF
2693
IRON Financial
Illinois
$539K -$13.2K -41 -3%
TWM
2694
Titus Wealth Management
California
$539K +$4.81K +15 +1%
VCM
2695
Vision Capital Management
Oregon
$537K -$36.6K -114 -7%
HI
2696
Humankind Investments
New York
$537K +$144K +449 +41%
DCM
2697
Driehaus Capital Management
Illinois
$536K -$75.7K -236 -13%
MA
2698
Mosaic Advisors
Texas
$536K +$28.9K +90 +6%
WOSD
2699
WFA of San Diego
California
$534K +$4.49K +14 +0.9%
DE
2700
Day & Ennis
Georgia
$533K +$82.1K +256 +20%
106 107
108
109 110