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Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
4226
Morton Brown Family Wealth
Pennsylvania
$400K +$4.72K +40 +1%
CC
4227
Corton Capital
Ontario, Canada
$399K -$279K -2,364 -42%
ATIA
4228
American Trust Investment Advisors
New Hampshire
$397K – – –
M
4229
MYeCFO
California
$395K +$107K +902 +38%
I2I
4230
Insight 2811 Inc
Illinois
$394K -$2.6K -22 -0.7%
TPWM
4231
Twelve Points Wealth Management
Massachusetts
$394K -$107K -909 -22%
WCMN
4232
Westchester Capital Management (Nebraska)
Nebraska
$393K – – –
PIN
4233
Prudent Investors Network
California
$392K +$30.6K +259 +9%
AWP
4234
Atlas Wealth Partners
Pennsylvania
$391K +$23.7K +201 +7%
SL
4235
Sentry LLC
Tennessee
$390K +$380K +3,214 New
BCM
4236
Blume Capital Management
California
$390K +$26.9K +228 +8%
AGA
4237
Arkos Global Advisors
Texas
$389K +$50.9K +431 +16%
AIM
4238
Avity Investment Management
Connecticut
$389K -$27.2K -230 -7%
HAS
4239
Holland Advisory Services
Florida
$389K +$59.1K +500 +19%
AWM
4240
Aspire Wealth Management
Massachusetts
$388K +$709 +6 +0.2%
SJGA
4241
Stephen J. Garry & Associates
New York
$388K +$945 +8 +0.3%
SEEDPG
4242
S.E.E.D. Planning Group
New York
$384K +$148K +1,249 +65%
AMIM
4243
Aull & Monroe Investment Management
Alabama
$383K +$28K +237 +8%
BSG
4244
Black Swift Group
Colorado
$381K -$2.36K -20 -0.6%
TFM
4245
Trademark Financial Management
Minnesota
$381K +$2.24K +19 +0.6%
PM
4246
Phraction Management
Connecticut
$380K – – –
EU
4247
Emory University
Georgia
$380K +$7.8K +66 +2%
CCA
4248
Conservest Capital Advisors
Pennsylvania
$379K – – –
BIA
4249
Barry Investment Advisors
Massachusetts
$379K -$694K -5,875 -65%
VFA
4250
Values First Advisors
Tennessee
$379K +$40.2K +340 +12%
168 169
170
171 172