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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
2401
Matrix Private Capital Group
New York
$232K – – –
WPA
2402
West Paces Advisors
Georgia
$231K -$5.35K -80 -2%
DBG
2403
De Burlo Group
Massachusetts
$231K – – –
SFI
2404
SPC Financial Inc
Maryland
$231K +$217K +3,250 New
CFGA
2405
Cambridge Financial Group (Arizona)
Arizona
$229K -$669 -10 -0.3%
MFA
2406
Morling Financial Advisors
California
$229K -$4.01K -60 -2%
IFPG
2407
Intrepid Financial Planning Group
Indiana
$229K – – –
PFM
2408
Phillips Financial Management
Indiana
$229K +$669 +10 +0.3%
HPC
2409
Hobart Private Capital
North Carolina
$229K +$216K +3,230 New
PWM
2410
Palumbo Wealth Management
New York
$228K -$2.67K -40 -1%
MPW
2411
MGO Private Wealth
California
$228K +$3.34K +50 +2%
PWS
2412
Physician Wealth Solutions
Nevada
$228K – – –
EW
2413
Enzi Wealth
Texas
$228K +$9.36K +140 +5%
MAG
2414
Mayfair Advisory Group
Alabama
$228K -$669 -10 -0.3%
WC
2415
Whitney & Co
New York
$228K +$669 +10 +0.3%
DAM
2416
Delta Asset Management
Tennessee
$227K -$66.9K -1,000 -24%
PFG
2417
Prosperity Financial Group
California
$227K -$4.68K -70 -2%
SC
2418
Searle & Co
Connecticut
$227K – – –
COCM
2419
Charter Oak Capital Management
New Hampshire
$227K +$2.01K +30 +0.9%
TFA
2420
Trinity Financial Advisors
Ohio
$227K -$669 -10 -0.3%
DBRC
2421
D.B. Root & Company
Pennsylvania
$226K -$304K -4,540 -59%
LAM
2422
Lewis Asset Management
California
$225K +$212K +3,170 New
MCM
2423
Mengis Capital Management
Oregon
$224K – – –
NCM
2424
Northwest Capital Management
Oregon
$224K – – –
BFO
2425
Boston Family Office
Massachusetts
$223K – – –
95 96
97
98 99