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Name Holding Trade Value Shares
Change 		Change in
Stake
IMC
5276
Investment Management Corporation
Virginia
$626K +$11.5K +51 +2%
MI
5277
Moneywise Inc
Virginia
$626K -$117K -519 -17%
AWMNH
5278
Arcadia Wealth Management (New Hampshire)
New Hampshire
$625K -$49.5K -219 -8%
BFA
5279
Bluestem Financial Advisors
Illinois
$623K – – –
CCM
5280
Coerente Capital Management
Ontario, Canada
$623K -$14.7K -65 -3%
WG
5281
Watchman Group
Texas
$622K +$3.84K +17 +0.7%
TA
5282
TKG Advisors
Indiana
$616K +$295K +1,308 +118%
EFG
5283
Erickson Financial Group
Pennsylvania
$612K -$19.9K -88 -4%
FCM
5284
Fairholme Capital Management
Florida
$611K – – –
CWI
5285
Conscious Wealth Investments
Florida
$608K +$27.3K +121 +6%
BWA
5286
Bestgate Wealth Advisors
Maryland
$608K +$6.55K +29 +1%
LWP
5287
Laurel Wealth Planning
Minnesota
$607K -$22.6K -100 -4%
RHJA
5288
Rice Hall James & Associates
California
$607K – – –
BRIA
5289
Balanced Rock Investment Advisors
Massachusetts
$603K +$16.9K +75 +3%
BC
5290
Bulwark Capital
Florida
$602K -$18.1K -80 -3%
MA
5291
MAS Advisors
Florida
$601K – – –
JHP
5292
James Hambro & Partners
United Kingdom
$600K -$61.9K -274 -10%
HWP
5293
Hibernia Wealth Partners
Louisiana
$600K -$1M -4,432 -65%
RI
5294
Ridgewood Investments
New Jersey
$596K +$78.4K +347 +14%
BWS
5295
BCR Wealth Strategies
Alabama
$593K +$7.91K +35 +2%
SC
5296
Schiavi & Co
Delaware
$591K +$153K +678 +41%
VWA
5297
VERITY Wealth Advisors
United States
$590K – – –
OFG
5298
Orcam Financial Group
California
$590K +$145K +640 +38%
NHFG
5299
New Harbor Financial Group
Massachusetts
$590K +$59.6K +264 +13%
FW
5300
Fairway Wealth
Ohio
$588K +$260K +1,153 +100%
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212
213 214