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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
4276
Marble Harbor Investment Counsel
Massachusetts
$391K – – –
CCAL
4277
City Center Advisors LLC
Michigan
$390K +$42K +68 +15%
HWA
4278
Hilltop Wealth Advisors
North Carolina
$390K +$17.3K +28 +6%
OPTFSNA
4279
Old Point Trust & Financial Services N A
Virginia
$389K – – –
TTWM
4280
TCV Trust & Wealth Management
Virginia
$388K +$106K +171 +48%
NECFA
4281
New England Capital Financial Advisors
Connecticut
$388K +$47.6K +77 +17%
TM
4282
TigerOak Management
New Mexico
$387K – – –
BGAI
4283
Bruce G. Allen Investments
Colorado
$387K +$223K +361 +221%
AWM
4284
Altus Wealth Management
Kentucky
$386K -$113K -183 -26%
KL
4285
KWMG LLC
Kansas
$383K +$3.71K +6 +1%
SPWG
4286
Sage Private Wealth Group
Illinois
$383K +$40.2K +65 +14%
PFA
4287
Petra Financial Advisors
Colorado
$382K -$227K -368 -42%
BWS
4288
BCR Wealth Strategies
Alabama
$382K – – –
GA
4289
GoalVest Advisory
New York
$382K +$84K +136 +36%
CANC
4290
Culbertson A N & Co
Virginia
$381K +$319K +516 New
HIA
4291
Harvest Investment Advisors
Florida
$381K +$319K +516 New
FF
4292
Foronjy Financial
California
$380K +$318K +515 New
1CM
4293
1492 Capital Management
Wisconsin
$379K -$3.71K -6 -1%
LSL
4294
Legacy Solutions LLC
Pennsylvania
$377K +$51.9K +84 +20%
EE
4295
EWG Elevate
California
$376K -$88.4K -143 -22%
SFG
4296
Sunburst Financial Group
Alabama
$375K +$3.09K +5 +1%
HFW
4297
Horizon Family Wealth
Illinois
$374K -$4.94K -8 -2%
RLIM
4298
Red Lighthouse Investment Management
New York
$374K +$3.71K +6 +1%
FGWP
4299
Founders Grove Wealth Partners
Virginia
$373K +$313K +506 New
WFMPM
4300
Woodley Farra Manion Portfolio Management
Indiana
$373K -$9.89K -16 -3%
170 171
172
173 174