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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCL
2701
My Personal CFO LLC
Washington
$404K -$33.3K -96 -7%
GCWM
2702
Graham Capital Wealth Management
District of Columbia
$404K -$20.1K -58 -4%
SCM
2703
Stonehearth Capital Management
Massachusetts
$404K – – –
PFA
2704
Plotkin Financial Advisors
Maryland
$403K +$1.04K +3 +0.2%
VNA
2705
Valley National Advisers
Pennsylvania
$403K -$40.2K -116 -8%
JBA
2706
Johnson Bixby & Associates
Washington
$403K -$10.4K -30 -2%
CASB
2707
Cape Ann Savings Bank
Massachusetts
$402K -$9.37K -27 -2%
FC
2708
Ferris Capital
Massachusetts
$402K – – –
GAM
2709
Gemmer Asset Management
California
$402K +$3.47K +10 +0.7%
AAM
2710
Austin Asset Management
Texas
$401K -$26.4K -76 -5%
SF
2711
Schaeffer Financial
Maryland
$401K – – –
JGIA
2712
Jackson Grant Investment Advisers
Connecticut
$401K +$1.39K +4 +0.3%
OPTFSNA
2713
Old Point Trust & Financial Services N A
Virginia
$400K -$6.94K -20 -1%
TSWM
2714
Tyler-Stone Wealth Management
Ohio
$400K +$64.2K +185 +16%
ECAM
2715
East Coast Asset Management
Massachusetts
$399K – – –
RB
2716
Rodgers Brothers
Pennsylvania
$399K – – –
APG
2717
Abacus Planning Group
South Carolina
$397K -$6.59K -19 -1%
FWSM
2718
First Wilshire Securities Management
California
$397K – – –
SLA
2719
Silver Lake Advisory
Utah
$397K +$347 +1 +0.1%
WAM
2720
WFA Asset Management
Wisconsin
$396K -$1.39K -4 -0.3%
WP
2721
Wealthspan Partners
Iowa
$396K -$21.2K -61 -4%
BMWM
2722
Brown Miller Wealth Management
Virginia
$393K -$20.5K -59 -4%
V
2723
VeraBank
Texas
$393K – – –
WWP
2724
WR Wealth Planners
Missouri
$392K +$455K +1,311 New
CWM
2725
Cordatus Wealth Management
Pennsylvania
$392K +$14.2K +41 +3%
107 108
109
110 111