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