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Name Holding Trade Value Shares
Change 		Change in
Stake
BSHC
3326
Breed's Hill Capital
Massachusetts
$572K +$338 +1 +0.1%
IIL
3327
Insight Inv LLC
California
$572K +$4.55M +13,436 +843%
LCGC
3328
Legacy Capital Group California
California
$571K +$31.8K +94 +6%
FFO
3329
Fortitude Family Office
Arizona
$570K -$325K -960 -37%
FWP
3330
Falcon Wealth Planning
California
$569K +$52.1K +154 +10%
LJHT
3331
Laurie J. Hall Trustee
$568K -$52.4K -155 -9%
GC
3332
Gibson Capital
Pennsylvania
$568K +$99.1K +293 +22%
RFA
3333
Reyes Financial Architecture
California
$567K -$58.2K -172 -10%
PL
3334
Parthenon LLC
Kentucky
$567K – – –
FWP
3335
Forefront Wealth Partners
Texas
$567K +$8.8K +26 +2%
GSAM
3336
Grant Street Asset Management
Pennsylvania
$565K -$3.72K -11 -0.7%
CAGAS
3337
Capital Advisory Group Advisory Services
Minnesota
$565K – – –
NWM
3338
Nova Wealth Management
Florida
$564K -$63.6K -188 -10%
EB
3339
Exchange Bank
California
$563K +$6.43K +19 +1%
AGC
3340
Aspen Grove Capital
Colorado
$562K +$4.74K +14 +0.9%
CA
3341
Clune & Associates
Illinois
$562K – – –
MWM
3342
Mascoma Wealth Management
New Hampshire
$562K -$31.8K -94 -6%
CIM
3343
Contravisory Investment Management
Massachusetts
$558K -$6.43K -19 -1%
SHF
3344
Stage Harbor Financial
Massachusetts
$558K +$18.6K +55 +4%
MQWP
3345
Morey & Quinn Wealth Partners
Nebraska
$558K +$11.8K +35 +2%
NSLI
3346
Nan Shan Life Insurance
Taiwan
$557K -$41.9M -123,796 -99%
V
3347
VeraBank
Texas
$557K +$3.38K +10 +0.6%
SCA
3348
Sippican Capital Advisors
Massachusetts
$556K – – –
MWM
3349
Manske Wealth Management
Texas
$555K +$98.5K +291 +23%
GPW
3350
Gentry Private Wealth
Kansas
$552K +$533K +1,575 New
132 133
134
135 136