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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1226
Marble Harbor Investment Counsel
Massachusetts
$209K – – –
NGA
1227
Naples Global Advisors
Florida
$209K +$202K +2,846 New
PWPS
1228
Pinnacle Wealth Planning Services
Ohio
$209K +$201K +2,841 New
PSP
1229
Pacific Sage Partners
Washington
$209K +$201K +2,841 New
VBCG
1230
Valley Brook Capital Group
Pennsylvania
$208K -$25.9K -365 -11%
SRA
1231
Secured Retirement Advisors
Minnesota
$208K +$201K +2,831 New
TSMHT
1232
Thurston Springer Miller Herd & Titak
Indiana
$208K +$175K +2,470 +688%
SEIA
1233
Signature Estate & Investment Advisors
California
$208K -$1.27K -18 -0.6%
BMWM
1234
Brown Miller Wealth Management
Virginia
$207K – – –
MWM
1235
Mosley Wealth Management
California
$207K +$203K +2,865 New
TWM
1236
Thrive Wealth Management
Pennsylvania
$207K -$42.3K -597 -17%
SFG
1237
Southern Financial Group
Alabama
$207K +$200K +2,821 New
AMBIA
1238
Allen Mooney & Barnes Investment Advisors
Georgia
$207K +$1.06K +15 +0.5%
PSP
1239
Principal Street Partners
Tennessee
$207K +$199K +2,815 New
SFG
1240
Sovereign Financial Group
Connecticut
$206K +$199K +2,808 New
ML
1241
McAdam LLC
Pennsylvania
$206K +$199K +2,807 New
V
1242
VeraBank
Texas
$206K -$4.11K -58 -2%
PA
1243
PSI Advisors
Florida
$204K -$49.6K -700 -20%
SA
1244
Sovran Advisors
California
$203K +$196K +2,772 New
HIC
1245
Holderness Investments Company
North Carolina
$203K – – –
RIG
1246
RiverFront Investment Group
Virginia
$203K +$195K +2,759 New
BTI
1247
Blue Trust Inc
Georgia
$202K -$88.6K -1,251 -31%
BCP
1248
Blue Chip Partners
Michigan
$202K +$195K +2,749 New
SFG
1249
Strive Financial Group
Indiana
$202K +$194K +2,745 New
MSFP
1250
Mark Sheptoff Financial Planning
Connecticut
$201K +$95.6K +1,350 +97%
48 49
50
51 52