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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2026
Samalin Investment Counsel
New York
$294K -$156K -11,600 -34%
TI
2027
Truepoint Inc
Ohio
$294K -$55.4K -4,120 -16%
IFS
2028
Ifrah Financial Services
Arkansas
$294K -$9.68K -720 -3%
SFG
2029
Sunburst Financial Group
Alabama
$294K – – –
WBG
2030
Wharton Business Group
Pennsylvania
$294K – – –
SEP
2031
Southland Equity Partners
Missouri
$294K -$3.23K -240 -1%
PFG
2032
Piershale Financial Group
Illinois
$288K -$1.61K -120 -0.6%
BHIA
2033
Birch Hill Investment Advisors
Massachusetts
$288K +$290K +21,600 New
ABC
2034
Associated Banc-Corp
Wisconsin
$287K -$337K -25,080 -37%
IF
2035
IRON Financial
Illinois
$284K -$266K -19,800 -48%
AWA
2036
Aaron Wealth Advisors
Illinois
$284K -$50.5K -3,760 -15%
AIM
2037
Anchor Investment Management
South Carolina
$284K +$108K +8,000 +60%
SGK
2038
Steigerwald Gordon & Koch
Virginia
$283K – – –
RI
2039
Ridgewood Investments
New Jersey
$282K -$313K -23,280 -52%
MSA
2040
Marino Stram & Associates
Massachusetts
$282K -$175K -13,000 -38%
FMP
2041
Financial Management Professionals
Texas
$281K +$46.8K +3,480 +20%
VBCG
2042
Valley Brook Capital Group
Pennsylvania
$280K – – –
SLA
2043
Silver Lake Advisory
Utah
$279K – – –
TFGT
2044
TS Financial Group (TSFG)
Illinois
$278K -$28K -2,080 -9%
RCM
2045
Requisite Capital Management
Texas
$278K +$280K +20,840 New
CC
2046
Courier Capital
New York
$277K -$26.9K -2,000 -9%
MAG
2047
MRA Advisory Group
New Jersey
$277K +$8.06K +600 +3%
AP
2048
Adero Partners
California
$277K +$45.2K +3,360 +19%
T
2049
TRUADVICE
Florida
$276K -$412K -30,680 -63%
MTC
2050
McDaniel Terry & Co
Texas
$276K +$19.4K +1,440 +8%
80 81
82
83 84