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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
3501
Reitz Capital Advisors
Michigan
$278K -$63.4K -400 -18%
PWM
3502
Paulson Wealth Management
Illinois
$277K +$28.5K +180 +12%
DT
3503
Daniels + Tansey
Delaware
$275K – – –
TWM
3504
Trinity Wealth Management
Pennsylvania
$275K – – –
VWA
3505
VERITY Wealth Advisors
United States
$275K – – –
JA
3506
JVL Associates
Michigan
$275K +$57.1K +360 +25%
DSN
3507
D. Scott Neal
Kentucky
$275K +$85.6K +540 +44%
CBOR
3508
Community Bank of Raymore
Missouri
$275K +$282K +1,780 New
BWG
3509
Beta Wealth Group
California
$272K +$279K +1,760 New
NEPPG
3510
New England Professional Planning Group
Rhode Island
$270K +$260K +1,640 New
AW
3511
Avion Wealth
Texas
$269K -$162K -1,020 -37%
SHJ
3512
Sharkey, Howes & Javer
Colorado
$269K -$15.9K -100 -5%
SCA
3513
Sippican Capital Advisors
Massachusetts
$269K -$3.17K -20 -1%
RCM
3514
Radnor Capital Management
Pennsylvania
$269K – – –
LWM
3515
Loveless Wealth Management
Montana
$269K +$6.34K +40 +2%
WWP
3516
Waypoint Wealth Partners
California
$269K +$50.7K +320 +23%
CIR
3517
Clear Investment Research
Georgia
$266K -$15.9K -100 -5%
BIP
3518
Blueprint Investment Partners
North Carolina
$266K +$273K +1,720 New
CI
3519
Ceera Investments
Texas
$266K +$273K +1,720 New
GM
3520
GeoWealth Management
Illinois
$262K -$301K -1,900 -53%
BC
3521
Barnett & Company
Tennessee
$260K -$72.9K -460 -21%
SFMG
3522
Sage Financial Management Group
Virginia
$260K – – –
THWM
3523
Taylor Hoffman Wealth Management
Virginia
$260K – – –
MCM
3524
MV Capital Management
Maryland
$260K +$28.5K +180 +12%
FSCM
3525
Front Street Capital Management
Montana
$260K +$47.6K +300 +22%
139 140
141
142 143