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Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
3501
Farmers Trust Company
Ohio
$772K -$597K -8,230 -49%
ANB
3502
Amarillo National Bank
Texas
$772K – – –
RFP
3503
Roth Financial Partners
Texas
$768K – – –
AT
3504
Avalon Trust
New Mexico
$766K – – –
FFL
3505
Future Fund LLC
Illinois
$765K -$248K -3,420 -29%
HIF
3506
Hill Island Financial
Michigan
$762K +$72.5K +1,000 +13%
BIA
3507
Barry Investment Advisors
Massachusetts
$762K -$10.9K -150 -2%
BWM
3508
BCS Wealth Management
Tennessee
$760K -$24.6K -340 -4%
TAM
3509
TCP Asset Management
Ohio
$759K -$68.9K -950 -10%
DG
3510
DMC Group
Alabama
$757K -$41.3K -570 -6%
HIG
3511
Heritage Investment Group
Florida
$757K +$84.8K +1,170 +16%
CPG
3512
Cornerstone Planning Group
New Jersey
$757K +$65.2K +900 +12%
BTW
3513
Boston Trust Walden
Massachusetts
$755K +$54.4K +750 +10%
FNWA
3514
Financial Network Wealth Advisors
Utah
$755K -$75.4K -1,040 -11%
FP
3515
Foundry Partners
Minnesota
$754K -$36.2K -500 -6%
SF
3516
Safeguard Financial
Wisconsin
$753K +$220K +3,030 +57%
LW
3517
Linscomb Wealth
Texas
$752K +$7.25K +100 +1%
TCM
3518
TD Capital Management
Tennessee
$752K +$4.35K +60 +0.7%
BMM
3519
Buffington Mohr McNeal
Idaho
$752K -$28.3K -390 -4%
TDC
3520
Thompson Davis & Co
Virginia
$751K -$98.6K -1,360 -14%
SRL
3521
Scientech Research LLC
New Jersey
$751K +$602K +8,310 New
AIFAIM
3522
American Institute for Advanced Investment Management
Arizona
$746K +$29K +400 +5%
MPW
3523
MGO Private Wealth
California
$745K +$598K +8,250 New
TCM
3524
Tandem Capital Management
New Jersey
$745K – – –
AMBIA
3525
Allen Mooney & Barnes Investment Advisors
Georgia
$743K +$31.2K +430 +6%
139 140
141
142 143