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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1551
Hemington Wealth Management
Virginia
$230K +$24K +438 +13%
VBCG
1552
Valley Brook Capital Group
Pennsylvania
$229K +$203K +3,708 New
BTW
1553
Boston Trust Walden
Massachusetts
$229K +$203K +3,708 New
RPWA
1554
Regent Peak Wealth Advisors
Georgia
$229K +$203K +3,706 New
CWA
1555
Cura Wealth Advisors
Illinois
$229K +$203K +3,702 New
QL
1556
Quarry LP
New York
$228K +$103K +1,876 +104%
SIC
1557
Samalin Investment Counsel
New York
$228K +$202K +3,686 New
FMI
1558
F/M Investments
District of Columbia
$228K +$202K +3,680 New
BMCM
1559
Bryn Mawr Capital Management
Pennsylvania
$227K +$202K +3,676 New
RA
1560
RFG Advisory
Alabama
$227K +$201K +3,670 New
HAM
1561
Harmony Asset Management
Arizona
$227K +$201K +3,668 New
PPA
1562
Painted Porch Advisors
California
$226K – – –
FWM
1563
Forefront Wealth Management
Pennsylvania
$226K +$200K +3,646 New
SI
1564
Seeds Investor
New York
$225K +$199K +3,634 New
WDC
1565
Woodward Diversified Capital
California
$225K +$199K +3,634 New
OS
1566
Objectivity Squared
South Carolina
$225K +$199K +3,630 New
MFG
1567
Menard Financial Group
Texas
$224K -$244K -4,444 -55%
LCG
1568
Lynx Capital Group
Ohio
$224K +$199K +3,624 New
SIC
1569
SFE Investment Counsel
California
$224K +$198K +3,614 New
T
1570
TOBAM
France
$223K -$19.9K -362 -9%
PCMF
1571
Private Capital Management (Florida)
Florida
$223K +$198K +3,600 New
VCP
1572
Vista Capital Partners
Oregon
$221K +$196K +3,576 New
BAS
1573
Breakthru Advisory Services
Wisconsin
$221K +$196K +3,574 New
AIM
1574
Acropolis Investment Management
Missouri
$221K -$4.61K -84 -2%
SWM
1575
SeaCrest Wealth Management
New York
$221K +$193K +3,510 New
61 62
63
64 65