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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2976
Medallion Wealth Advisors
Connecticut
$518K +$13.9K +40 +4%
CFSG
2977
Clark Financial Services Group
Missouri
$518K -$16.6K -48 -4%
NECFA
2978
New England Capital Financial Advisors
Connecticut
$517K +$4.51K +13 +1%
NF
2979
Nvest Financial
New Hampshire
$516K -$108K -312 -21%
RLWM
2980
RF&L Wealth Management
Massachusetts
$516K +$16K +46 +4%
MIM
2981
Merrion Investment Management
New Jersey
$514K – – –
SPAS
2982
Spectrum Planning & Advisory Services
California
$514K +$32.9K +95 +9%
BM
2983
Berman McAleer
Maryland
$513K +$400K +1,154 New
1SB
2984
1ST Source Bank
Indiana
$513K -$5.2K -15 -1%
IFPG
2985
Intrepid Financial Planning Group
Indiana
$513K +$12.1K +35 +3%
CWP
2986
Curated Wealth Partners
California
$512K -$222K -640 -36%
OFG
2987
Opulen Financial Group
Virginia
$510K +$51.3K +148 +15%
CCA
2988
Cypress Capital Advisors
Tennessee
$508K -$1.04K -3 -0.3%
HBS
2989
Howard Bailey Securities
Indiana
$508K -$4.51K -13 -1%
PFA
2990
Pathway Financial Advisors
Vermont
$507K – – –
CIAS
2991
CBIZ Investment Advisory Services
Ohio
$507K +$23.2K +67 +6%
WMA
2992
Wealth Management Associates
New Jersey
$507K -$92.3K -266 -19%
HFA
2993
High Falls Advisors
New York
$505K -$26K -75 -6%
BFS
2994
Burkett Financial Services
South Carolina
$505K -$8.67K -25 -2%
MSCM
2995
McElhenny Sheffield Capital Management
Texas
$504K -$412K -1,189 -51%
AFA
2996
AllGen Financial Advisors
Florida
$504K -$1.73K -5 -0.4%
SCA
2997
Sage Capital Advisors
South Dakota
$503K -$13.2K -38 -3%
BI
2998
Bolthouse Investments
California
$503K -$8.67K -25 -2%
AFA
2999
AA Financial Advisors
Ohio
$503K -$7.63K -22 -2%
AF
3000
Aldebaran Financial
$501K -$16.6K -48 -4%
118 119
120
121 122