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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
3176
Bouchey Financial Group
New York
$729K +$42.5K +122 +6%
HHRDM
3177
H&H Retirement Design & Management
Nevada
$728K -$74.6K -214 -9%
TI
3178
Truepoint Inc
Ohio
$728K +$28.2K +81 +4%
CIP
3179
Convergence Investment Partners
Florida
$728K -$41.1K -118 -5%
RWM
3180
RKL Wealth Management
Pennsylvania
$728K -$48.8K -140 -6%
PFM
3181
Phillips Financial Management
Indiana
$727K +$99.3K +285 +16%
BSHC
3182
Breed's Hill Capital
Massachusetts
$724K +$142K +408 +25%
MCM
3183
Monarch Capital Management
Indiana
$724K +$36.6K +105 +5%
CFFP
3184
Center for Financial Planning
Michigan
$722K -$6.97K -20 -1%
TA
3185
Tactive Advisors
Florida
$722K +$709K +2,033 New
SFGP
3186
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$721K -$4.88K -14 -0.7%
NCG
3187
Newport Capital Group
New Jersey
$719K -$20.2K -58 -3%
GSIS
3188
Global Strategic Investment Solutions
Arizona
$718K – – –
TWP
3189
Tower Wealth Partners
Pennsylvania
$716K -$1.74K -5 -0.2%
RPCA
3190
Running Point Capital Advisors
California
$716K -$2.44K -7 -0.3%
ABWM
3191
Alpine Bank Wealth Management
Colorado
$714K +$48.8K +140 +7%
NCTC
3192
New Covenant Trust Company
Indiana
$714K -$12.2K -35 -2%
MS
3193
Mizuho Securities
Japan
$714K +$683K +1,960 +3,920%
WN
3194
Williams & Novak
California
$713K +$700K +2,009 New
PFG
3195
PAX Financial Group
Texas
$713K -$407K -1,169 -37%
RAM
3196
Readystate Asset Management
Illinois
$712K +$205K +589 +42%
IA
3197
Insight Advisors
Pennsylvania
$712K -$51.6K -148 -7%
EC
3198
EdgeRock Capital
Colorado
$711K +$32.1K +92 +5%
JJBC
3199
James J. Burns & Company
New York
$710K +$6.27K +18 +0.9%
ANC
3200
Ames National Corp
Iowa
$710K -$26.1K -75 -4%
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128
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