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Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
2501
Meridian Investment Counsel
California
$527K – – –
SWS
2502
SYSTM Wealth Solutions
Illinois
$526K -$227K -10,490 -36%
FTC
2503
Farmers Trust Company
Ohio
$524K -$173K -8,000 -30%
WBG
2504
Wharton Business Group
Pennsylvania
$524K – – –
BMCM
2505
Bryn Mawr Capital Management
Pennsylvania
$522K +$406K +18,780 New
HFG
2506
Heron Financial Group
New York
$521K -$2.81K -130 -0.7%
APW
2507
Aurora Private Wealth
New Jersey
$521K -$992K -45,820 -71%
KFC
2508
Klingenstein Fields & Co
New York
$521K +$27.7K +1,280 +7%
CWA
2509
Choice Wealth Advisors
Maine
$521K +$406K +18,750 New
AC
2510
ASB Consultores
Florida
$520K -$59.9K -2,770 -13%
CWP
2511
Curated Wealth Partners
California
$520K +$17.7K +820 +5%
BWP
2512
Bernardo Wealth Planning
Pennsylvania
$519K -$121K -5,610 -23%
ACA
2513
Atlas Capital Advisors
Wyoming
$519K +$89.4K +4,130 +28%
GFG
2514
Greystone Financial Group
Michigan
$518K +$404K +18,660 New
BCG
2515
Breakwater Capital Group
New Jersey
$518K +$65.4K +3,020 +19%
OMC
2516
Overbrook Management Corp
New York
$517K – – –
HMS
2517
Hanseatic Management Services
New Mexico
$517K +$403K +18,610 New
SSWG
2518
Seven Springs Wealth Group
Tennessee
$517K +$403K +18,600 New
TA
2519
TFB Advisors
Kansas
$516K -$18.6K -860 -4%
RB
2520
Renasant Bank
Mississippi
$516K -$3.46K -160 -0.9%
EPWM
2521
Essex Private Wealth Management
Massachusetts
$515K -$42.4K -1,960 -10%
WI
2522
Wedgewood Investors
Pennsylvania
$514K +$34.2K +1,580 +9%
HBW
2523
Hazlett, Burt & Watson
West Virginia
$514K +$1.3K +60 +0.3%
GFA
2524
Gallagher Fiduciary Advisors
Illinois
$514K +$400K +18,500 New
GWP
2525
Gateway Wealth Partners
Wisconsin
$514K +$26.6K +1,230 +7%
99 100
101
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