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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
3126
Arbor Investment Advisors
North Carolina
$273K – – –
DCBT
3127
Dakota Community Bank & Trust
North Dakota
$272K – – –
MCM
3128
MV Capital Management
Maryland
$272K +$4.78K +30 +2%
RCM
3129
Ridgepath Capital Management
Tennessee
$272K +$2.71K +17 +1%
RLWM
3130
RF&L Wealth Management
Massachusetts
$270K – – –
CM
3131
CoreCommodity Management
Connecticut
$270K – – –
RA
3132
Rise Advisors
New York
$270K +$34.4K +216 +14%
BONST
3133
Bank of Nova Scotia Trust
Ontario, Canada
$268K – – –
FL
3134
FreeGulliver LLC
Louisiana
$268K +$273K +1,715 New
SFS
3135
Symphony Financial Services
Ohio
$266K +$192K +1,201 New
RW
3136
REDW Wealth
New Mexico
$266K +$5.58K +35 +2%
IAG
3137
Investment Advisory Group
Massachusetts
$266K -$14K -88 -5%
SC
3138
Sykon Capital
New York
$266K -$2.87K -18 -1%
HFA
3139
Hershey Financial Advisers
Pennsylvania
$266K +$271K +1,700 New
ES
3140
Eagle Strategies
New York
$266K -$726K -4,553 -73%
SFA
3141
Seneca Financial Advisors
New York
$266K – – –
BCIM
3142
Bishop & Co Investment Management
Pennsylvania
$265K – – –
AFAS
3143
Acorn Financial Advisory Services
Virginia
$265K – – –
FIC
3144
Family Investment Center
Missouri
$265K – – –
BI
3145
Ballast Inc
Kentucky
$265K +$4.3K +27 +2%
SSW
3146
Stone Summit Wealth
Florida
$264K -$1.12K -7 -0.4%
FCMC
3147
Founders Capital Management (Connecticut)
Connecticut
$263K -$5.1K -32 -2%
HHAA
3148
Henry H. Armstrong Associates
Pennsylvania
$262K +$20.4K +128 +8%
SWA
3149
Strata Wealth Advisors
Texas
$262K +$267K +1,676 New
BA
3150
BCM Advisors
Louisiana
$262K -$9.73K -61 -3%
124 125
126
127 128