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Name Holding Trade Value Shares
Change 		Change in
Stake
DBG
2401
De Burlo Group
Massachusetts
$231K – – –
SFI
2402
SPC Financial Inc
Maryland
$231K +$217K +3,250 New
CFGA
2403
Cambridge Financial Group (Arizona)
Arizona
$229K -$669 -10 -0.3%
MFA
2404
Morling Financial Advisors
California
$229K -$4.01K -60 -2%
IFPG
2405
Intrepid Financial Planning Group
Indiana
$229K – – –
PFM
2406
Phillips Financial Management
Indiana
$229K +$669 +10 +0.3%
HPC
2407
Hobart Private Capital
North Carolina
$229K +$216K +3,230 New
PWM
2408
Palumbo Wealth Management
New York
$228K -$2.67K -40 -1%
MPW
2409
MGO Private Wealth
California
$228K +$3.34K +50 +2%
PWS
2410
Physician Wealth Solutions
Nevada
$228K – – –
EW
2411
Enzi Wealth
Texas
$228K +$9.36K +140 +5%
MAG
2412
Mayfair Advisory Group
Alabama
$228K -$669 -10 -0.3%
WC
2413
Whitney & Co
New York
$228K +$669 +10 +0.3%
DAM
2414
Delta Asset Management
Tennessee
$227K -$66.9K -1,000 -24%
PFG
2415
Prosperity Financial Group
California
$227K -$4.68K -70 -2%
SC
2416
Searle & Co
Connecticut
$227K – – –
COCM
2417
Charter Oak Capital Management
New Hampshire
$227K +$2.01K +30 +0.9%
TFA
2418
Trinity Financial Advisors
Ohio
$227K -$669 -10 -0.3%
DBRC
2419
D.B. Root & Company
Pennsylvania
$226K -$304K -4,540 -59%
LAM
2420
Lewis Asset Management
California
$225K +$212K +3,170 New
MCM
2421
Mengis Capital Management
Oregon
$224K – – –
NCM
2422
Northwest Capital Management
Oregon
$224K – – –
BFO
2423
Boston Family Office
Massachusetts
$223K – – –
GHAM
2424
Gilman Hill Asset Management
Connecticut
$223K +$210K +3,140 New
CT
2425
Colonial Trust
South Carolina
$222K +$2.01K +30 +1%
95 96
97
98 99