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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3251
Stevens Capital Management
Pennsylvania
$605K -$1.82M -6,040 -76%
DDPIC
3252
Deroy & Devereaux Private Investment Counsel
Michigan
$605K -$59.8K -199 -9%
MCM
3253
Monarch Capital Management
Indiana
$604K – – –
RFA
3254
Rollins Financial Advisors
New York
$604K -$44.5K -148 -7%
OPPS
3255
Obsidian Personal Planning Solutions
Maryland
$602K +$3.61K +12 +0.7%
HP
3256
Haven Private
Florida
$602K +$573K +1,904 New
RTC
3257
Real Talk Capital
Tennessee
$601K – – –
BFS
3258
Burr Financial Services
California
$599K -$30.1K -100 -5%
MAC
3259
Mason & Associates (California)
California
$599K +$15K +50 +3%
IAG
3260
Investmark Advisory Group
Connecticut
$599K -$178K -592 -24%
COCM
3261
Charter Oak Capital Management
New Hampshire
$598K +$19.8K +66 +4%
JWM
3262
JPL Wealth Management
Colorado
$598K +$569K +1,892 New
HGERS
3263
Householder Group Estate & Retirement Specialist
Arizona
$598K -$1.05M -3,504 -65%
BFG
3264
Bouchey Financial Group
New York
$597K +$86K +286 +18%
HI
3265
Hudock Inc
Pennsylvania
$594K +$601 +2 +0.1%
WDL
3266
Well Done LLC
Michigan
$593K – – –
MA
3267
MKT Advisors
California
$592K +$3.01K +10 +0.5%
OTPPB
3268
Ontario Teachers' Pension Plan Board
Ontario, Canada
$592K -$546K -1,817 -49%
PWA
3269
Physician Wealth Advisors
Utah
$591K -$10.8K -36 -2%
BPFA
3270
Barnes Pettey Financial Advisors
Mississippi
$588K – – –
IWS
3271
Insight Wealth Strategies
California
$588K +$15.6K +52 +3%
EC
3272
EdgeRock Capital
Colorado
$587K -$27.7K -92 -5%
FWI
3273
Facet Wealth Inc
Maryland
$586K -$19.2K -64 -4%
EA
3274
Emerald Advisors
Washington
$586K +$7.52K +25 +1%
HIW
3275
Holos Integrated Wealth
Pennsylvania
$586K +$557K +1,854 New
129 130
131
132 133