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Name Holding Trade Value Shares
Change 		Change in
Stake
IPGDR
4101
Investidor Profissional Gestao de Recursos
Brazil
$288K -$762K -6,671 -75%
JA
4102
JVL Associates
Michigan
$287K -$35.3K -309 -12%
PWMA
4103
Pension & Wealth Management Advisors
Massachusetts
$287K +$4.2M +36,784 +1,456%
BHWA
4104
Beacon Harbor Wealth Advisors
Virginia
$287K – – –
SPI
4105
Santori & Peters Inc
Pennsylvania
$287K +$15.5K +136 +7%
FSCM
4106
Front Street Capital Management
Montana
$286K -$131K -1,144 -34%
MSWMA
4107
Market Street Wealth Management Advisors
Indiana
$286K -$4.45K -39 -2%
VPP
4108
Vertex Planning Partners
Illinois
$285K +$249K +2,184 New
CPM
4109
Connective Portfolio Management
New York
$284K – – –
VIM
4110
Vista Investment Management
Pennsylvania
$284K -$7.42K -65 -3%
RWM
4111
Raffa Wealth Management
District of Columbia
$283K – – –
AIA
4112
Armor Investment Advisors
North Carolina
$283K +$6.28K +55 +3%
CMP
4113
Coston McIsaac & Partners
Maine
$283K +$34.4K +301 +16%
HR
4114
Hardy Reed
Mississippi
$282K -$9.14K -80 -4%
CFG
4115
Compton Financial Group
Maryland
$282K – – –
RWA
4116
Rainsberger Wealth Advisors
Colorado
$281K – – –
AM
4117
Account Management
Massachusetts
$281K -$24K -210 -9%
LODC
4118
Lanham O'Dell & Company
West Virginia
$278K +$244K +2,135 New
DT
4119
Daniels + Tansey
Delaware
$278K +$8.45K +74 +4%
SPI
4120
Sutton Place Investors
New York
$278K +$20.4K +179 +9%
MHB
4121
Midwest Heritage Bank
Iowa
$276K +$242K +2,116 New
MPCL
4122
My Personal CFO LLC
Washington
$275K -$4.34K -38 -2%
BDFN
4123
Bond & Devick Financial Network
Minnesota
$275K +$241K +2,107 New
CYG
4124
Clean Yield Group
Vermont
$275K +$11.5K +101 +5%
LG
4125
LAM Group
Oregon
$274K -$228K -2,000 -49%
163 164
165
166 167