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Name Holding Trade Value Shares
Change 		Change in
Stake
VV
3451
Verity & Verity
South Carolina
$346K +$83K +520 +31%
HMS
3452
Hanseatic Management Services
New Mexico
$342K -$3.19K -20 -0.9%
AA
3453
AF Advisors
California
$342K – – –
BIA
3454
Barry Investment Advisors
Massachusetts
$342K – – –
WC
3455
Westhampton Capital
North Carolina
$342K +$6.38K +40 +2%
VRM
3456
Vectors Research Management
New York
$342K +$54.3K +340 +19%
HC
3457
HNP Capital
New York
$342K +$57.4K +360 +21%
MPW
3458
MA Private Wealth
California
$342K +$335K +2,100 New
SAM
3459
S.A. Mason
Michigan
$342K +$335K +2,100 New
RWG
3460
Ratio Wealth Group
Colorado
$342K +$335K +2,100 New
BWM
3461
Birchcreek Wealth Management
Ohio
$338K +$332K +2,080 New
CWM
3462
Curi Wealth Management
North Carolina
$338K +$332K +2,080 New
LWA
3463
LWS Wealth Advisors
New Jersey
$337K +$16K +100 +5%
EDRIA
3464
Edmonds Duncan Registered Investment Advisors
Kansas
$336K -$191K -1,200 -37%
PD
3465
Planning Directions
Pennsylvania
$335K -$63.8K -400 -16%
HAFS
3466
Hapanowicz & Associates Financial Services
Pennsylvania
$335K – – –
TCM
3467
Tandem Capital Management
New Jersey
$335K – – –
PS
3468
Portfolio Solutions
Michigan
$329K -$262K -1,640 -45%
JFGLC
3469
Johnson Financial Group LLC (Colorado)
Colorado
$329K -$12.8K -80 -4%
AFG
3470
Affinia Financial Group
Massachusetts
$329K +$322K +2,020 New
JPG
3471
Jordan Park Group
California
$329K +$322K +2,020 New
DI
3472
DAGCO Inc
Ohio
$326K -$160K -1,000 -33%
MSWMA
3473
Market Street Wealth Management Advisors
Indiana
$326K -$76.6K -480 -19%
BEI
3474
Benjamin Edwards Inc
Missouri
$326K – – –
BWM
3475
Brickley Wealth Management
California
$326K – – –
137 138
139
140 141