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Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
2801
Meridian Financial Partners
Virginia
$256K – – –
BRG
2802
Bay Rivers Group
Virginia
$256K +$25.5K +500 +11%
VFG
2803
V2 Financial group
Illinois
$256K +$153 +3 +0.1%
LC
2804
Lincoln Capital
Nebraska
$256K – – –
DA
2805
Detalus Advisors
Missouri
$255K -$38.6K -755 -13%
BEAM
2806
Baker Ellis Asset Management
Washington
$255K -$40.9K -800 -14%
RWP
2807
Revolve Wealth Partners
New Jersey
$255K -$66.2K -1,295 -20%
HCA
2808
Harbour Capital Advisors
Virginia
$255K – – –
WAM
2809
Watershed Asset Management
California
$254K – – –
NIWA
2810
New Insight Wealth Advisors
California
$254K +$257K +5,034 New
CCIA
2811
Campbell & Co Investment Adviser
Maryland
$254K -$379K -7,419 -60%
MIM
2812
Meridiem Investment Management
United Kingdom
$253K +$256K +5,017 New
SPWM
2813
Schrum Private Wealth Management
Florida
$253K -$35.8K -700 -12%
CWG
2814
Crown Wealth Group
North Carolina
$253K +$31.2K +611 +14%
OPPS
2815
Obsidian Personal Planning Solutions
Maryland
$253K +$256K +5,013 New
MA
2816
Mosaic Advisors
Texas
$253K – – –
JAG
2817
Journey Advisory Group
Kentucky
$253K +$19.2K +375 +8%
MPIA
2818
Mountain Pacific Investment Advisers
Idaho
$253K -$17.1K -334 -6%
I
2819
IMPACTfolio
Colorado
$252K +$255K +4,996 New
CVM
2820
Cheviot Value Management
California
$252K -$49.1K -961 -16%
BFA
2821
Buttonwood Financial Advisors
Maryland
$252K +$613 +12 +0.2%
WWMSC
2822
Wagner Wealth Management (South Carolina)
South Carolina
$252K +$869 +17 +0.3%
WE
2823
Wealth Effects
Massachusetts
$251K +$52.6K +1,030 +26%
WDL
2824
Well Done LLC
Michigan
$251K +$24.5K +480 +11%
PAG
2825
Powers Advisory Group
Illinois
$250K +$43.3K +848 +21%
111 112
113
114 115