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Marathon Petroleum
MPC

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
776
Global Retirement Partners
California
$708K +$639K +4,261 New
WHG
777
Westwood Holdings Group
Texas
$702K +$33.7K +225 +6%
HSA
778
HBK Sorce Advisory
Pennsylvania
$695K +$65.8K +439 +12%
SWM
779
SeaCrest Wealth Management
New York
$695K -$13.2K -88 -2%
LI
780
LVZ Inc
Michigan
$687K +$31K +207 +5%
TWPM
781
Total Wealth Planning & Management
Florida
$685K +$8.39K +56 +1%
FWA
782
FSM Wealth Advisors
Ohio
$685K +$582K +3,881 New
SIC
783
Salem Investment Counselors
North Carolina
$685K – – –
OFS
784
OneAscent Financial Services
Alabama
$684K -$42.6K -284 -6%
CFFP
785
Center for Financial Planning
Michigan
$683K +$20.2K +135 +3%
EBWM
786
Eagle Bluffs Wealth Management
Missouri
$682K – – –
DTL
787
Dynamic Technology Lab
Singapore
$678K +$149K +991 +32%
SCM
788
Spreng Capital Management
Ohio
$676K -$7.5K -50 -1%
BAM
789
Belpointe Asset Management
Nevada
$676K -$6K -40 -1%
MCWA
790
Meadow Creek Wealth Advisors
Georgia
$674K -$15.6K -104 -3%
ABLA
791
Alan B. Lancz & Associates
Ohio
$673K – – –
RWP
792
RWA Wealth Partners
Massachusetts
$670K +$22.9K +153 +4%
PI
793
PFG Investments
New York
$670K -$194K -1,291 -24%
CGL
794
Clarius Group LLC
Washington
$667K +$22.2K +148 +4%
CW
795
CreativeOne Wealth
Kansas
$667K +$30.9K +206 +5%
CL
796
CSS LLC
Illinois
$664K -$196K -1,310 -25%
CCM
797
Chilton Capital Management
Texas
$664K – – –
WA
798
Wealthstar Advisors
Texas
$664K – – –
RIM
799
RW Investment Management
Idaho
$662K -$9.29K -62 -2%
FTC
800
Farmers Trust Company
Ohio
$659K – – –
30 31
32
33 34