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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3276
Mascoma Wealth Management
New Hampshire
$257K – – –
VFP
3277
Verus Financial Partners
Virginia
$257K – – –
PGAM
3278
Princeton Global Asset Management
New Jersey
$257K +$26.9K +191 +12%
FWM
3279
Focused Wealth Management
New York
$257K +$1.97K +14 +0.8%
IPW
3280
Intergy Private Wealth
Colorado
$256K -$46K -326 -15%
HWMC
3281
Heritage Wealth Management (California)
California
$256K -$8.88K -63 -3%
WA
3282
WESPAC Advisors
California
$256K +$141 +1 +0.1%
USWIA
3283
UP Strategic Wealth Investment Advisors
Pennsylvania
$256K -$73K -518 -22%
LFS
3284
Legacy Financial Strategies
Kansas
$255K +$251K +1,784 New
AIA
3285
AIMZ Investment Advisors
California
$255K – – –
BSHC
3286
Breed's Hill Capital
Massachusetts
$255K -$5.22K -37 -2%
SFPG
3287
Stonebridge Financial Planning Group
Florida
$255K +$10.4K +74 +4%
OIM
3288
Orca Investment Management
Oregon
$255K – – –
OCPWS
3289
One Charles Private Wealth Services
Massachusetts
$254K +$33K +234 +15%
NFGCM
3290
Norman Fields Gottscho Capital Management
New York
$254K +$250K +1,775 New
LFA
3291
Laraway Financial Advisors
Minnesota
$253K +$49.3K +350 +25%
NCTC
3292
New Covenant Trust Company
Indiana
$253K -$5.08K -36 -2%
FFA
3293
Fragasso Financial Advisors
Pennsylvania
$253K -$52.7K -374 -17%
VI
3294
VanderPol Investments
Michigan
$253K -$4.93K -35 -2%
AIA
3295
Arbor Investment Advisors
North Carolina
$251K +$2.82K +20 +1%
WMA
3296
William Mack & Associates
Michigan
$251K +$564 +4 +0.2%
DCM
3297
Delta Capital Management
New Jersey
$251K – – –
OL
3298
Optas LLC
Texas
$251K -$125K -884 -34%
TNAM
3299
Terra Nova Asset Management
New York
$249K – – –
BFA
3300
Bright Financial Advisors
Michigan
$249K – – –
130 131
132
133 134