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Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
4526
Beacon Financial Planning
Massachusetts
$393K -$55.6K -333 -13%
VIM
4527
Vista Investment Management
Pennsylvania
$391K +$6.68K +40 +2%
DWA
4528
Dougherty Wealth Advisers
Minnesota
$390K -$46.7K -280 -11%
FG
4529
Fairman Group
Pennsylvania
$390K – – –
WG
4530
Watchman Group
Texas
$389K -$13.4K -80 -4%
PWM
4531
Provident Wealth Management
Tennessee
$389K +$18K +108 +5%
CNB
4532
Camden National Bank
Maine
$388K -$26.4K -158 -7%
SCM
4533
Sollinda Capital Management
Florida
$387K -$1.22M -7,289 -77%
AFO
4534
Allie Family Office
Florida
$387K +$100K +600 +39%
MFS
4535
McNamara Financial Services
Massachusetts
$387K +$358K +2,144 New
CWR
4536
Chico Wealth RIA
California
$384K +$122K +728 +52%
WCWM
4537
Willow Creek Wealth Management
California
$383K +$355K +2,125 New
IPW
4538
Intergy Private Wealth
Colorado
$382K +$38.4K +230 +12%
DCBT
4539
Dakota Community Bank & Trust
North Dakota
$382K -$119K -712 -25%
GIM
4540
Groesbeck Investment Management
New Jersey
$382K – – –
DWM
4541
Dopkins Wealth Management
New York
$381K +$10K +60 +3%
MWM
4542
MorganRosel Wealth Management
Colorado
$380K -$20K -120 -5%
ATIA
4543
American Trust Investment Advisors
New Hampshire
$380K +$39.2K +235 +13%
WAM
4544
Weinberger Asset Management
California
$379K -$39.4K -236 -10%
MIM
4545
Montgomery Investment Management
Maryland
$379K -$33.4K -200 -9%
BOCM
4546
Bontempo Ohly Capital Management
Maryland
$379K – – –
LG
4547
LAM Group
Oregon
$379K – – –
JFG
4548
JDM Financial Group
Texas
$378K – – –
OR
4549
Olympiad Research
Connecticut
$378K +$350K +2,094 New
PP
4550
PFS Partners
New Jersey
$377K +$82.5K +494 +31%
180 181
182
183 184