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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
3526
Pachira Investments
California
$293K -$25.7K -138 -7%
VR
3527
Vision Retirement
New Jersey
$293K +$19K +102 +6%
Q1WB
3528
Quest 10 Wealth Builders
Virginia
$293K -$11.4K -61 -3%
DLCIG
3529
D.L. Carlson Investment Group
New Hampshire
$293K -$199K -1,069 -38%
BCM
3530
Boreal Capital Management
Florida
$292K -$23.6K -127 -7%
CMP
3531
Coston McIsaac & Partners
Maine
$292K +$18.8K +101 +6%
DWS
3532
Dynamic Wealth Strategies
California
$292K -$34.6K -186 -10%
RLWM
3533
RF&L Wealth Management
Massachusetts
$292K – – –
ODA
3534
One Degree Advisors
California
$291K +$45.2K +243 +16%
KCAM
3535
Kagan Cocozza Asset Management
New Jersey
$290K -$6.7K -36 -2%
DCM
3536
Delta Capital Management
New Jersey
$290K – – –
MAM
3537
Marotta Asset Management
Virginia
$290K – – –
BPWM
3538
BCS Private Wealth Management
New Jersey
$290K – – –
BRG
3539
Bay Rivers Group
Virginia
$290K +$51.7K +278 +19%
ACM
3540
Academy Capital Management
Texas
$289K – – –
SCP
3541
Stevens Capital Partners
Nebraska
$289K +$44.3K +238 +16%
IPA
3542
Investment Planning Advisors
Georgia
$289K +$61.8K +332 +24%
XSC
3543
X-Square Capital
Puerto Rico
$289K +$61.8K +332 +24%
TNAM
3544
Terra Nova Asset Management
New York
$289K – – –
NFGCM
3545
Norman Fields Gottscho Capital Management
New York
$288K – – –
SIMC
3546
Squire Investment Management Company
Utah
$288K +$16.2K +87 +5%
VCM
3547
Vines Capital Management
Louisiana
$288K -$19.9K -107 -6%
PWM
3548
Parkshore Wealth Management
California
$287K -$187K -1,004 -37%
KWM
3549
KFG Wealth Management
Indiana
$286K +$3.16K +17 +1%
SMA
3550
Seven Mile Advisory
New Jersey
$286K -$78.4K -421 -20%
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142
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