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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1901
Versant Capital Management
Arizona
$144K – – –
AP
1902
Arlington Partners
Alabama
$143K -$4.58K -28 -4%
SPM
1903
Symmetry Peak Management
Pennsylvania
$143K +$123K +750 New
TFS
1904
TrustCore Financial Services
Tennessee
$143K -$3.11K -19 -2%
TFM
1905
TFC Financial Management
Massachusetts
$138K – – –
MMG
1906
Monetary Management Group
Missouri
$138K – – –
EWM
1907
Evermay Wealth Management
Virginia
$137K -$102K -624 -46%
WAM
1908
WFA Asset Management
Wisconsin
$135K – – –
CIM
1909
Contravisory Investment Management
Massachusetts
$134K – – –
ONST
1910
Old North State Trust
North Carolina
$134K – – –
FMP
1911
Financial Management Professionals
Texas
$134K +$8.18K +50 +8%
CMA
1912
Cedar Mountain Advisors
Oregon
$130K – – –
ACM
1913
Antonetti Capital Management
Florida
$129K +$9.98K +61 +10%
CBT
1914
Central Bank & Trust
Kentucky
$129K – – –
DCM
1915
Dupont Capital Management
Delaware
$128K -$10.6K -65 -9%
CFO
1916
CVA Family Office
Colorado
$128K -$17.3K -106 -14%
BSB
1917
Bangor Savings Bank
Maine
$127K – – –
CWA
1918
Clearview Wealth Advisors
Oregon
$127K -$43.8K -268 -29%
CCMW
1919
Cypress Capital Management (Wyoming)
Wyoming
$122K – – –
SWM
1920
Sanctuary Wealth Management
Idaho
$120K +$103K +632 New
BC
1921
Burleson & Co
California
$120K – – –
BWP
1922
Baldwin Wealth Partners
Massachusetts
$120K +$103K +630 New
RFA
1923
Resurgent Financial Advisors
Georgia
$119K +$102K +624 New
CAL
1924
Capital Advisors Ltd
Ohio
$116K +$68.7K +420 +84%
FWM
1925
Focused Wealth Management
New York
$115K -$4.91K -30 -5%
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