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Name Holding Trade Value Shares
Change 		Change in
Stake
GCWM
2701
Graham Capital Wealth Management
District of Columbia
$404K -$20.1K -58 -4%
SCM
2702
Stonehearth Capital Management
Massachusetts
$404K – – –
PFA
2703
Plotkin Financial Advisors
Maryland
$403K +$1.04K +3 +0.2%
VNA
2704
Valley National Advisers
Pennsylvania
$403K -$40.2K -116 -8%
JBA
2705
Johnson Bixby & Associates
Washington
$403K -$10.4K -30 -2%
CASB
2706
Cape Ann Savings Bank
Massachusetts
$402K -$9.37K -27 -2%
FC
2707
Ferris Capital
Massachusetts
$402K – – –
GAM
2708
Gemmer Asset Management
California
$402K +$3.47K +10 +0.7%
AAM
2709
Austin Asset Management
Texas
$401K -$26.4K -76 -5%
SF
2710
Schaeffer Financial
Maryland
$401K – – –
JGIA
2711
Jackson Grant Investment Advisers
Connecticut
$401K +$1.39K +4 +0.3%
OPTFSNA
2712
Old Point Trust & Financial Services N A
Virginia
$400K -$6.94K -20 -1%
TSWM
2713
Tyler-Stone Wealth Management
Ohio
$400K +$64.2K +185 +16%
ECAM
2714
East Coast Asset Management
Massachusetts
$399K – – –
RB
2715
Rodgers Brothers
Pennsylvania
$399K – – –
APG
2716
Abacus Planning Group
South Carolina
$397K -$6.59K -19 -1%
FWSM
2717
First Wilshire Securities Management
California
$397K – – –
SLA
2718
Silver Lake Advisory
Utah
$397K +$347 +1 +0.1%
WAM
2719
WFA Asset Management
Wisconsin
$396K -$1.39K -4 -0.3%
WP
2720
Wealthspan Partners
Iowa
$396K -$21.2K -61 -4%
BMWM
2721
Brown Miller Wealth Management
Virginia
$393K -$20.5K -59 -4%
V
2722
VeraBank
Texas
$393K – – –
WWP
2723
WR Wealth Planners
Missouri
$392K +$455K +1,311 New
CWM
2724
Cordatus Wealth Management
Pennsylvania
$392K +$14.2K +41 +3%
DCM
2725
DGS Capital Management
New Jersey
$391K -$45.1K -130 -9%
107 108
109
110 111