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Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1701
Taylor Hoffman Wealth Management
Virginia
$518K -$198K -2,000 -22%
AWM
1702
Aberdeen Wealth Management
Illinois
$518K +$791 +8 +0.1%
MCCP
1703
Mission Creek Capital Partners
California
$518K +$15.6K +158 +2%
OFS
1704
Orrstown Financial Services
Pennsylvania
$516K -$36.7K -371 -5%
TLP
1705
Trinity Legacy Partners
Texas
$515K -$2.7M -27,302 -80%
EGA
1706
E&G Advisors
Texas
$515K -$20.6K -208 -3%
PP
1707
PagnatoKarp Partners
Virginia
$515K +$209K +2,113 +42%
TF
1708
Tompkins Financial
New York
$514K -$18K -182 -3%
ER
1709
Enlightenment Research
Florida
$514K +$544K +5,502 New
BHTS
1710
Bar Harbor Trust Services
Maine
$513K -$115K -1,159 -14%
SJIM
1711
St. Johns Investment Management
Florida
$513K -$112K -1,133 -14%
HDIM
1712
Hanson & Doremus Investment Management
Vermont
$511K +$29K +293 +4%
EWA
1713
Exencial Wealth Advisors
Oklahoma
$508K -$20.8K -210 -3%
PAWC
1714
P.A.W. Capital
Connecticut
$507K +$148K +1,500 +27%
IAMOG
1715
Investors Asset Management of Georgia
Georgia
$506K – – –
WMG
1716
WESCAP Management Group
California
$506K – – –
CA
1717
Cambridge Advisors
Nebraska
$505K -$104K -1,057 -13%
BWM
1718
BCS Wealth Management
Tennessee
$504K -$19.1K -193 -3%
SW
1719
SkyOak Wealth
Michigan
$503K +$72.9K +738 +12%
SG
1720
StoneX Group
New York
$503K +$140K +1,415 +26%
SFG
1721
Summit Financial Group
West Virginia
$502K -$2.47K -25 -0.4%
TCM
1722
Tradewinds Capital Management
Washington
$501K +$65.9K +667 +11%
SCA
1723
Salient Capital Advisors
Texas
$501K +$683K +6,917 New
TNA
1724
True North Advisors
Texas
$498K +$163K +1,653 +32%
SWM
1725
Sculati Wealth Management
Michigan
$498K +$227K +2,302 +50%
67 68
69
70 71