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Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
3551
Valley Forge Investment Consultants
Pennsylvania
$261K +$255K +1,600 New
KFS
3552
Kelly Financial Services
Massachusetts
$261K -$3.19K -20 -1%
HJMC
3553
Hellman Jordan Management Company
Massachusetts
$257K -$319K -2,000 -56%
FPTW
3554
Franklin, Parlapiano, Turner & Welch
Texas
$257K – – –
AOG
3555
Alpha Omega Group
Virginia
$257K +$252K +1,580 New
LCWP
3556
Legacy Capital Wealth Partners
Arkansas
$257K +$252K +1,580 New
FPW
3557
Flagship Private Wealth
Massachusetts
$255K +$252K +1,580 New
RBCM
3558
Raub Brock Capital Management
California
$255K – – –
IWP
3559
IAG Wealth Partners
Wisconsin
$255K +$41.5K +260 +20%
MAM
3560
Marotta Asset Management
Virginia
$254K +$22.3K +140 +10%
HPIA
3561
Hamilton Point Investment Advisors
North Carolina
$254K – – –
AC
3562
Annandale Capital
Texas
$254K +$249K +1,560 New
BP
3563
BCK Partners
New York
$254K +$249K +1,560 New
TWP
3564
Tempus Wealth Planning
California
$248K -$38.3K -240 -14%
AAM
3565
Augustine Asset Management
Florida
$248K -$28.7K -180 -11%
AWM
3566
Altus Wealth Management
Kentucky
$244K -$207K -1,300 -46%
EWA
3567
ERTS Wealth Advisors
Michigan
$244K -$9.57K -60 -4%
ACM
3568
Argyle Capital Management
Pennsylvania
$244K – – –
RC
3569
RBO & Co
California
$244K – – –
TW
3570
Towerpoint Wealth
California
$244K +$3.19K +20 +1%
MCM
3571
MV Capital Management
Maryland
$244K +$31.9K +200 +15%
BHWA
3572
Beacon Harbor Wealth Advisors
Virginia
$244K +$239K +1,500 New
BA
3573
Bellwether Advisors
Nebraska
$244K +$239K +1,500 New
BDFN
3574
Bond & Devick Financial Network
Minnesota
$244K +$239K +1,500 New
IWP
3575
Innova Wealth Partners
Pennsylvania
$244K +$239K +1,500 New
141 142
143
144 145