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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2601
Stonehearth Capital Management
Massachusetts
$246K -$244K -5,200 -47%
HP
2602
Hilltop Partners
Indiana
$244K +$94 +2 +0%
BWG
2603
Berry Wealth Group
Texas
$244K -$24.3K -518 -8%
LDB
2604
Lee, Danner & Bass
Tennessee
$244K -$5.49K -117 -2%
ACA
2605
Affinity Capital Advisors
California
$244K +$1.22K +26 +0.5%
SPWM
2606
Spartan Planning & Wealth Management
North Carolina
$244K -$148K -3,151 -35%
FC
2607
Fusion Capital
South Carolina
$243K +$13.2K +282 +5%
FC
2608
Farringdon Capital
United Kingdom
$243K +$270K +5,748 New
JCM
2609
Jag Capital Management
Missouri
$243K -$41K -873 -13%
NFTC
2610
North Forty Two & Co
Oregon
$243K – – –
AIM
2611
Alhambra Investment Management
Florida
$243K -$7.74K -165 -3%
VWA
2612
VERITY Wealth Advisors
United States
$242K – – –
RGC
2613
Roberts, Glore & Co
Illinois
$242K -$844 -18 -0.3%
FC
2614
Financial Consulate
Maryland
$242K -$19.2K -410 -7%
SPI
2615
Santori & Peters Inc
Pennsylvania
$241K +$563 +12 +0.2%
SFP
2616
Shepherd Financial Partners
Massachusetts
$241K -$17.5K -373 -6%
KBG
2617
Kahn Brothers Group
New York
$241K – – –
ABLA
2618
Alan B. Lancz & Associates
Ohio
$241K – – –
CCG
2619
Chatham Capital Group
Georgia
$240K -$79.8K -1,701 -23%
USB
2620
Union Savings Bank
Connecticut
$240K – – –
FZCM
2621
Flynn Zito Capital Management
New York
$239K +$3.61K +77 +1%
NA
2622
Nottingham Advisors
New York
$239K – – –
BF
2623
Blankinship & Foster
California
$239K – – –
BWS
2624
Broadway Wealth Solutions
Texas
$239K -$21.6K -461 -8%
LT
2625
Legacy Trust
Michigan
$239K -$36.1K -770 -12%
103 104
105
106 107