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Name Holding Trade Value Shares
Change 		Change in
Stake
VI
3276
VanderPol Investments
Michigan
$302K +$10.8K +69 +4%
WTFG
3277
Wood Tarver Financial Group
Idaho
$301K +$157 +1 +0.1%
ASC
3278
Atalanta Sosnoff Capital
New York
$301K +$47K +300 +20%
HWM
3279
Hemington Wealth Management
Virginia
$301K +$10.6K +68 +4%
CCAM
3280
Cascades Capital Asset Management
North Carolina
$301K -$18.3K -117 -6%
MWM
3281
Mascoma Wealth Management
New Hampshire
$301K -$9.55K -61 -3%
RCM
3282
Ridgepath Capital Management
Tennessee
$300K +$2.82K +18 +1%
SBF
3283
Sara-Bay Financial
Florida
$299K -$52K -332 -16%
TPW
3284
Talon Private Wealth
Florida
$299K +$50.7K +324 +22%
WA
3285
WESPAC Advisors
California
$299K -$79.8K -510 -22%
BTWM
3286
Brass Tax Wealth Management
Ohio
$298K -$19.1K -122 -6%
NCTC
3287
New Covenant Trust Company
Indiana
$298K -$6.11K -39 -2%
AIA
3288
AIMZ Investment Advisors
California
$298K +$11.3K +72 +4%
BFWA
3289
Benchmark Financial Wealth Advisors
Florida
$298K +$279K +1,783 New
FWM
3290
Focused Wealth Management
New York
$297K -$21.4K -137 -7%
OIM
3291
Orca Investment Management
Oregon
$297K +$278K +1,778 New
PWH
3292
Priebe Wealth Holdings
Minnesota
$297K +$29.1K +186 +12%
AL
3293
ACAS LLC
California
$297K +$341K +2,176 New
DFA
3294
Davies Financial Advisors
California
$296K +$277K +1,772 New
IAG
3295
Investment Advisory Group
Massachusetts
$296K +$1.56K +10 +0.6%
ITB
3296
Idaho Trust Bank
Idaho
$295K -$7.83K -50 -3%
DCM
3297
Delta Capital Management
New Jersey
$293K – – –
WMA
3298
William Mack & Associates
Michigan
$293K +$470 +3 +0.2%
VWA
3299
VSM Wealth Advisory
Maryland
$293K – – –
AFS
3300
Axiom Financial Strategies
Indiana
$293K +$939 +6 +0.3%
130 131
132
133 134