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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
2551
Verus Financial Partners
Virginia
$464K -$52.5K -178 -10%
MHWM
2552
Montz Harcus Wealth Management
Louisiana
$464K +$3.25K +11 +0.7%
CMI
2553
Clare Market Investments
Texas
$464K -$221K -749 -31%
RTC
2554
Riverview Trust Company
Washington
$463K -$122K -412 -20%
SCA
2555
Sippican Capital Advisors
Massachusetts
$463K – – –
GC
2556
Garde Capital
Washington
$460K – – –
FSC
2557
Full Sail Capital
Oklahoma
$457K -$117K -395 -19%
QFA
2558
Quantum Financial Advisors
California
$456K – – –
FL
2559
Fort LP
Maryland
$455K -$304K -1,029 -38%
CBOR
2560
Community Bank of Raymore
Missouri
$455K +$266K +900 +120%
OL
2561
Optas LLC
Texas
$451K -$426K -1,444 -47%
SVCP
2562
Silicon Valley Capital Partners
California
$451K +$55.5K +188 +13%
ACM
2563
Armbruster Capital Management
New York
$450K – – –
KW
2564
KWB Wealth
California
$449K +$2.07K +7 +0.4%
LP
2565
LGL Partners
Pennsylvania
$448K +$80.6K +273 +20%
RA
2566
Riverstone Advisors
Texas
$447K – – –
WQ
2567
Wealth Quarterback
New Jersey
$447K +$24.2K +82 +5%
LAS
2568
Lloyd Advisory Services
Georgia
$446K -$219K -742 -31%
PWA
2569
Primoris Wealth Advisors
Florida
$446K – – –
PBF
2570
Petix & Botte Financial
California
$446K +$111K +376 +30%
F
2571
F3Logic
Minnesota
$444K -$53.1K -180 -10%
WP
2572
Waycross Partners
Kentucky
$444K +$475K +1,609 New
SIC
2573
SJS Investment Consulting
Ohio
$443K +$474K +1,605 New
WSWA
2574
Warren Street Wealth Advisors
California
$442K -$16.8K -57 -3%
LGA
2575
Lebenthal Global Advisors
New York
$441K – – –
101 102
103
104 105