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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
3426
Monte Financial Group
Connecticut
$414K – – –
SCM
3427
Sitrin Capital Management
California
$413K -$124K -278 -25%
VR
3428
Valued Retirements
Texas
$413K – – –
RMC
3429
Resources Management Corp
Connecticut
$412K +$73.6K +165 +24%
GIM
3430
Gold Investment Management
Alberta, Canada
$412K -$23.2K -52 -6%
CAC
3431
Certified Advisory Corp
Florida
$411K +$15.2K +34 +4%
PWA
3432
Provenance Wealth Advisors
Florida
$411K -$3.12K -7 -0.8%
TT
3433
TI-Trust
Illinois
$410K +$377K +845 New
HCM
3434
Hilton Capital Management
New York
$410K -$227K -509 -38%
WCM
3435
Wealthcare Capital Management
Virginia
$409K -$29.4K -66 -7%
MPW
3436
MGO Private Wealth
California
$409K +$108K +242 +40%
VF
3437
VitalStone Financial
Texas
$409K +$336K +753 +837%
CCA
3438
Clearwater Capital Advisors
Illinois
$406K -$22.3K -50 -6%
MCM
3439
Monument Capital Management
Virginia
$405K +$58.4K +131 +19%
PHS
3440
Pekin Hardy Strauss
Illinois
$405K +$372K +835 New
CFP
3441
Curran Financial Partners
South Carolina
$405K -$5.35K -12 -1%
VCG
3442
Vantage Consulting Group
Virginia
$404K -$187K -419 -33%
DP
3443
Dearborn Partners
Illinois
$404K -$226K -507 -38%
LF
3444
LifeSteps Financial
California
$403K – – –
JJBC
3445
James J. Burns & Company
New York
$403K -$110K -247 -23%
RCA
3446
Ranch Capital Advisors
Florida
$402K +$10.3K +23 +3%
PBC
3447
Pavion Blue Capital
California
$401K – – –
BDF
3448
Black Diamond Financial
Maryland
$400K – – –
PJSIMP
3449
P.J. Schmidt Investment Management (PJS)
Wisconsin
$400K +$49.1K +110 +15%
SFS
3450
Security Financial Services
Indiana
$399K +$14.3K +32 +4%
136 137
138
139 140