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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2601
Talisman Wealth Advisors
New Jersey
$379K +$19K +309 +5%
AWG
2602
Altus Wealth Group
Colorado
$378K +$10K +163 +3%
BEW
2603
Burton Enright Welch
California
$377K +$133K +2,166 +55%
VCM
2604
Vision Capital Management
Oregon
$377K +$13.4K +218 +4%
CIC
2605
Cutler Investment Counsel
Oregon
$377K +$3.94K +64 +1%
PFWA
2606
Paces Ferry Wealth Advisors
Georgia
$376K +$66.6K +1,081 +22%
BWM
2607
BlackDiamond Wealth Management
New York
$376K +$39.1K +635 +11%
GGI
2608
Godsey & Gibb Inc
Virginia
$376K -$11.5K -187 -3%
NLP
2609
Next Level Private
New York
$374K +$30.8K +500 +9%
DDPIC
2610
Deroy & Devereaux Private Investment Counsel
Michigan
$373K – – –
PWM
2611
PBMares Wealth Management
Virginia
$372K -$114K -1,857 -24%
FNBTCON
2612
First National Bank & Trust Co of Newtown
Pennsylvania
$372K -$18.5K -300 -5%
MCA
2613
Magnolia Capital Advisors
Mississippi
$372K -$36K -585 -9%
NRI
2614
NFP Retirement Inc
California
$371K -$3.02K -49 -0.8%
CST
2615
Charles Schwab Trust
Nevada
$371K +$31.4K +510 +9%
MWC
2616
MBM Wealth Consultants
Missouri
$370K +$41.7K +677 +13%
CCG
2617
Catalina Capital Group
California
$370K -$612K -9,934 -62%
PWP
2618
Pursue Wealth Partners
California
$369K – – –
RW
2619
Rede Wealth
Virginia
$369K -$6.28K -102 -2%
SIC
2620
Sage Investment Counsel
Tennessee
$368K -$1.78K -29 -0.5%
DCBT
2621
Dakota Community Bank & Trust
North Dakota
$367K +$3.51K +57 +1%
SIA
2622
SeaBridge Investment Advisors
New Jersey
$366K – – –
SP
2623
Successful Portfolios
Florida
$365K – – –
CAM
2624
Cacti Asset Management
Georgia
$365K – – –
SAM
2625
Summit Asset Management
Tennessee
$365K – – –
103 104
105
106 107