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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2726
Virtue Capital Management
Tennessee
$1.52M -$4.3M -34,379 -71%
SKCP
2727
Storm King Capital Partners
New York
$1.51M – – –
WCM
2728
Washburn Capital Management
Florida
$1.51M -$481K -3,840 -21%
EIP
2729
Ellis Investment Partners
Pennsylvania
$1.51M -$939K -7,500 -35%
AFS
2730
Aft Forsyth & Sober
Florida
$1.51M -$37.5K -300 -2%
LIA
2731
LSP Investment Advisors
New York
$1.51M – – –
WH
2732
Willner & Heller
California
$1.51M +$387K +3,091 +28%
IFPG
2733
Intrepid Financial Planning Group
Indiana
$1.51M +$1.78M +14,185 New
SC
2734
Shearwater Capital
Colorado
$1.51M – – –
HFP
2735
Holistic Financial Partners
Indiana
$1.51M +$67.2K +537 +4%
BBL
2736
Beck Bode LLC
Massachusetts
$1.5M +$301K +2,405 +20%
HWM
2737
Hemington Wealth Management
Virginia
$1.5M +$38.5K +308 +2%
FBT
2738
First Bank & Trust
South Dakota
$1.49M +$454K +3,629 +35%
RG
2739
Retirement Group
California
$1.49M +$153K +1,224 +10%
AM
2740
Account Management
Massachusetts
$1.48M -$586K -4,680 -25%
AO
2741
Advisor OS
Illinois
$1.48M -$195K -1,558 -10%
GHAM
2742
Gilman Hill Asset Management
Connecticut
$1.48M -$123K -980 -7%
FNC
2743
First National Corp
Massachusetts
$1.48M -$28.8K -230 -2%
MA
2744
Momentum Advisors
New York
$1.48M +$1.74M +13,904 New
W
2745
WealthOne
New York
$1.48M -$13K -104 -0.7%
ABLA
2746
Alan B. Lancz & Associates
Ohio
$1.47M -$25K -200 -2%
PWM
2747
Pinnacle Wealth Management
California
$1.47M +$118K +945 +7%
FW
2748
FirstPurpose Wealth
Utah
$1.46M +$374K +2,986 +28%
GA
2749
Geller Advisors
New York
$1.46M -$865K -6,912 -33%
ITIM
2750
Indiana Trust & Investment Management
Indiana
$1.46M +$32.5K +260 +2%
108 109
110
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