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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
2651
Pension & Wealth Management Advisors
Massachusetts
$99K -$17.7K -174 -14%
T
2652
Tidemark
California
$98.8K +$1.22K +12 +1%
VT
2653
Volterra Technologies
New York
$98.7K +$104K +1,025 New
MS
2654
Monetary Solutions
Ohio
$98.2K – – –
DFA
2655
DHJJ Financial Advisors
Illinois
$98K +$1.94K +19 +2%
HFS
2656
Hughes Financial Services
Virginia
$96.5K +$9.28K +91 +10%
PCM
2657
Pavaki Capital Management
Colorado
$96.3K -$6.12M -60,000 -98%
PWM
2658
Peck Wealth Management
New York
$96.3K – – –
TCM
2659
Timbuktu Capital Management
Massachusetts
$96.3K +$102K +1,000 New
BFPW
2660
BOK Financial Private Wealth
Colorado
$96.2K -$23.8K -233 -19%
VR
2661
Vision Retirement
New Jersey
$93.3K +$5K +49 +5%
SEP
2662
Signature Equity Partners
Ohio
$92.6K -$34.5K -338 -26%
PMIM
2663
Prudent Man Investment Management
Colorado
$91.5K – – –
FMTCOCP
2664
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$91K – – –
CCMI
2665
Creative Capital Management Investments
California
$89.9K +$6.53K +64 +7%
RWM
2666
Raffa Wealth Management
District of Columbia
$89.4K -$9.99K -98 -10%
SW
2667
StrongBox Wealth
Missouri
$89K +$94.3K +925 New
SIM
2668
Sims Investment Management
Ohio
$88.9K -$196K -1,925 -68%
AT
2669
Arlington Trust
Alabama
$88.3K +$73.7K +723 +373%
3FI
2670
3 Factor Indexing
California
$88.2K -$3.26K -32 -3%
CAM
2671
Chesapeake Asset Management
New York
$87.1K +$2.04K +20 +2%
B
2672
Bayban
Minnesota
$85K – – –
ORAM
2673
One River Asset Management
Connecticut
$83.2K -$77.5K -760 -47%
FMP
2674
Financial Management Professionals
Texas
$82.8K -$18.8K -184 -18%
CCM
2675
Chilton Capital Management
Texas
$82.4K -$74.2K -728 -46%
105 106
107
108 109