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Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
3151
Spectrum Wealth Advisory Group
California
$299K +$9.34K +31 +3%
FNBOMD
3152
First National Bank of Mount Dora
Florida
$298K -$4.52K -15 -2%
CA
3153
Capital Advantage
California
$298K +$28.3K +94 +11%
BP
3154
BBR Partners
New York
$297K -$904 -3 -0.3%
DFP
3155
Defined Financial Planning
California
$296K -$9.04K -30 -3%
C
3156
Covestor
United Kingdom
$296K -$3.01K -10 -1%
AWA
3157
ARQ Wealth Advisors
Arizona
$296K – – –
DC
3158
Dorval Corp
Minnesota
$295K +$59.4K +197 +27%
RT
3159
Rockland Trust
Massachusetts
$295K +$280K +930 New
MPPLM
3160
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$295K +$1.81K +6 +0.7%
MA
3161
MKT Advisors
California
$295K -$9.64K -32 -3%
CM
3162
Cornerstone Management
Georgia
$294K +$278K +924 New
JWM
3163
JPL Wealth Management
Colorado
$293K +$38.3K +127 +16%
SP
3164
SIH Partners
Delaware
$292K -$4M -13,267 -94%
TFP
3165
Tilia Fiduciary Partners
North Carolina
$291K +$276K +917 New
MAM
3166
Martingale Asset Management
Massachusetts
$291K +$603 +2 +0.2%
FF
3167
Foronjy Financial
California
$290K +$275K +914 New
SNB
3168
Security National Bank
Nebraska
$290K +$9.34K +31 +4%
FG
3169
Fairman Group
Pennsylvania
$289K -$170K -565 -38%
BTIM
3170
BancFirst Trust & Investment Management
Oklahoma
$289K – – –
CAM
3171
Costello Asset Management
Pennsylvania
$289K -$2.41K -8 -0.9%
BI
3172
Ballast Inc
Kentucky
$288K +$3.62K +12 +1%
CC
3173
Cypress Capital
Tennessee
$288K -$1.51K -5 -0.5%
BWP
3174
Barlow Wealth Partners
Kentucky
$288K – – –
MWM
3175
Mattern Wealth Management
Kansas
$287K +$6.33K +21 +2%
125 126
127
128 129