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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2776
Townsend & Associates
Colorado
$380K +$161K +524 +71%
TCM
2777
Tufton Capital Management
Maryland
$380K – – –
MAC
2778
Mason & Associates (California)
California
$379K +$10.1K +33 +3%
IIA
2779
IPG Investment Advisors
California
$379K -$1.24M -4,055 -76%
OPTFSNA
2780
Old Point Trust & Financial Services N A
Virginia
$379K +$16.6K +54 +4%
SFP
2781
Sterling Financial Planning
New Jersey
$378K +$613 +2 +0.2%
CAM
2782
Concorde Asset Management
Michigan
$378K -$30.7K -100 -7%
PCA
2783
Pallas Capital Advisors
Massachusetts
$376K +$44.5K +145 +13%
FCC
2784
Flower City Capital
New York
$375K – – –
CAM
2785
Clark Asset Management
New Hampshire
$375K +$390K +1,272 New
DWP
2786
Destiny Wealth Partners
Florida
$375K +$5.21K +17 +1%
VBFG
2787
Vishria Bird Financial Group
Tennessee
$375K – – –
HSWM
2788
Hubbell Strickland Wealth Management
Louisiana
$375K +$613 +2 +0.2%
OWA
2789
Opal Wealth Advisors
New York
$374K +$29.7K +97 +8%
SIA
2790
Sage Investment Advisers
New York
$373K – – –
SIC
2791
SJS Investment Consulting
Ohio
$373K -$1.23K -4 -0.3%
APW
2792
Austin Private Wealth
Texas
$372K -$5.52K -18 -1%
VFP
2793
Verus Financial Partners
Virginia
$372K +$21.8K +71 +6%
SM
2794
Sweeney & Michel
California
$372K +$385K +1,256 New
NAG
2795
Northstar Advisory Group
New Jersey
$370K +$109K +355 +39%
CCFP
2796
Charles Carroll Financial Partners
Massachusetts
$369K -$334K -1,090 -47%
WPW
2797
Watershed Private Wealth
Illinois
$367K – – –
MIAS
2798
Mason Investment Advisory Services
Virginia
$366K -$33.7K -110 -8%
IA
2799
IAM Advisory
Pennsylvania
$366K +$2.15K +7 +0.6%
2L
2800
25 LLC
Missouri
$364K +$388K +1,265 New
110 111
112
113 114