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Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
4351
Valley Forge Investment Consultants
Pennsylvania
$574K +$16.4K +90 +3%
SA
4352
Shilanski & Associates
Alaska
$572K -$188K -1,029 -25%
RWM
4353
Reston Wealth Management
Virginia
$572K -$2.74K -15 -0.5%
VWWMG
4354
Vermillion & White Wealth Management Group
Pennsylvania
$572K +$15K +82 +3%
CAC
4355
Core Alternative Capital
Georgia
$571K -$21.9K -120 -4%
RWMH
4356
Riverpoint Wealth Management Holdings
Illinois
$569K – – –
WI
4357
Wedgewood Investors
Pennsylvania
$568K – – –
HIGP
4358
Hill Investment Group Partners
Missouri
$568K -$42.3K -232 -7%
CSC
4359
Caldwell Sutter Capital
California
$568K -$85.6K -469 -13%
AP
4360
Aspect Partners
Virginia
$568K +$9.12K +50 +2%
WIP
4361
WealthCare Investment Partners
Rhode Island
$568K -$60.8K -333 -10%
CMP
4362
Coston McIsaac & Partners
Maine
$567K +$20.6K +113 +4%
PWA
4363
Phoenix Wealth Advisors
North Carolina
$566K -$155K -850 -22%
WA
4364
WESPAC Advisors
California
$566K +$64.6K +354 +13%
DP
4365
Divergent Planning
Maryland
$566K – – –
JTWM
4366
Jackson Thornton Wealth Management
Alabama
$564K +$10K +55 +2%
PFG
4367
Pinnacle Financial Group
Illinois
$562K -$6.93K -38 -1%
FAM
4368
Forte Asset Management
New York
$562K – – –
HEIP
4369
Hudson Edge Investment Partners
New Jersey
$561K – – –
WN
4370
Williams & Novak
California
$561K -$73.3K -402 -12%
TCM
4371
TD Capital Management
Tennessee
$561K +$20.6K +113 +4%
PCM
4372
Pinnbrook Capital Management
New York
$560K -$24.7M -135,346 -98%
AWM
4373
AAF Wealth Management
Massachusetts
$559K -$1.46K -8 -0.3%
DMKJ
4374
David M. Knott Jr
$559K – – –
VBWMG
4375
Von Berge Wealth Management Group
California
$559K -$42.9K -235 -8%
173 174
175
176 177