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Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
2626
Vantage Financial Partners (Illinois)
Illinois
$382K – – –
AMIM
2627
Aull & Monroe Investment Management
Alabama
$382K +$27.5K +1,000 +8%
Boston Trust Walden
2628
Boston Trust Walden
Massachusetts
$382K +$77K +2,800 +27%
CWM
2629
Cherrydale Wealth Management
New Jersey
$382K +$357K +12,990 New
MSA
2630
McAlister Sweet & Associates
Texas
$382K +$358K +13,000 New
MPIM
2631
McGinn Penninger Investment Management
Virginia
$382K +$358K +13,000 New
TC
2632
TAP Consulting
Missouri
$381K -$13.8K -500 -4%
BFG
2633
Barber Financial Group
Kansas
$378K -$73.5K -2,670 -17%
AWM
2634
Activest Wealth Management
Florida
$377K -$423K -15,370 -55%
GSIS
2635
Global Strategic Investment Solutions
Arizona
$377K +$353K +12,830 New
JB Capital
2636
JB Capital
Connecticut
$377K +$16.5K +600 +5%
HC
2637
Hendley & Co
Ohio
$375K – – –
ICM
2638
Islay Capital Management
Texas
$374K -$52.3K -1,900 -13%
BCM
2639
Brookmont Capital Management
Texas
$374K +$10.7K +390 +3%
I
2640
IMPACTfolio
Colorado
$374K +$349K +12,700 New
HSWM
2641
Hubbell Strickland Wealth Management
Louisiana
$372K -$3.3K -120 -0.9%
RWA Wealth Partners
2642
RWA Wealth Partners
Massachusetts
$372K +$348K +12,650 New
RIM
2643
Rockbridge Investment Management
New York
$371K +$91.4K +3,320 +36%
MM
2644
MQS Management
New York
$369K +$345K +12,530 New
SouthState Corp
2645
SouthState Corp
Florida
$368K +$37.7K +1,370 +12%
LF
2646
Lee Financial
Texas
$367K -$52.8K -1,920 -13%
HR
2647
Hayden Royal
North Carolina
$366K -$215K -7,830 -39%
AR
2648
Apeiron RIA
Texas
$366K +$343K +12,460 New
MF
2649
Montis Financial
Massachusetts
$365K -$1.1K -40 -0.3%
F4L
2650
Fortune 45 LLC
Louisiana
$365K +$342K +12,430 New