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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
2926
Hamilton Capital
Ohio
$514K -$276K -847 -37%
EIP
2927
Ellis Investment Partners
Pennsylvania
$514K -$70K -215 -13%
CPL
2928
CAP Partners LLC
Tennessee
$513K +$472K +1,450 New
EFG
2929
Embree Financial Group
Illinois
$513K +$472K +1,450 New
PBF
2930
Petix & Botte Financial
California
$513K – – –
SAM
2931
Satovsky Asset Management
New York
$513K – – –
TW
2932
Towerpoint Wealth
California
$512K -$358K -1,100 -43%
FC
2933
Financial Council
Maryland
$512K – – –
LAM
2934
LifePro Asset Management
California
$511K +$18.9K +58 +4%
SFC
2935
Sprinkle Financial Consultants
Colorado
$510K +$470K +1,442 New
RWS
2936
Resolute Wealth Strategies
Mississippi
$510K – – –
MAM
2937
McCarthy Asset Management
California
$509K +$45.6K +140 +11%
SF
2938
SWP Financial
California
$509K +$468K +1,437 New
BOM
2939
Bank of Marin
California
$508K -$29.3K -90 -6%
CCP
2940
Carmel Capital Partners
California
$507K -$140K -431 -23%
SFB
2941
STAR Financial Bank
Indiana
$505K +$464K +1,426 New
BIM
2942
Baldwin Investment Management
Pennsylvania
$504K +$107K +330 +30%
FWS
2943
FinDec Wealth Services
California
$504K -$910K -2,793 -66%
CCA
2944
Conservest Capital Advisors
Pennsylvania
$502K +$63.5K +195 +16%
MCA
2945
MSH Capital Advisors
Arizona
$502K -$70K -215 -13%
FUBT
2946
First United Bank & Trust
Maryland
$502K +$4.23K +13 +0.9%
MWP
2947
Madison Wealth Partners
Wisconsin
$502K +$7.49K +23 +2%
NCM
2948
Neumann Capital Management
California
$501K – – –
LF
2949
Lee Financial
Texas
$500K +$28.3K +87 +7%
WPC
2950
White Pine Capital
Minnesota
$500K +$143K +438 +45%
116 117
118
119 120