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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMM
3576
Aegis Wealth Management (Maryland)
Maryland
$262K – – –
CISOA
3577
Capital Investment Services of America
Wisconsin
$262K – – –
HSG
3578
Helen Stephens Group
Texas
$261K +$14.5K +40 +6%
PP
3579
Postrock Partners
Oregon
$261K +$8.32K +23 +3%
JAA
3580
Joel Adams & Associates
North Carolina
$261K -$8.69K -24 -3%
PTC
3581
Philadelphia Trust Company
Pennsylvania
$261K -$10.9K -30 -4%
FFC
3582
Frederick Financial Consultants
Maryland
$260K +$31.5K +87 +14%
VFG
3583
V2 Financial group
Illinois
$260K +$3.26K +9 +1%
MWM
3584
MBE Wealth Management
Wisconsin
$260K -$106K -292 -29%
LI
3585
Lafayette Investments
Maryland
$259K +$362 +1 +0.1%
SIA
3586
Strategic Investment Advisors
Michigan
$259K +$29.7K +82 +13%
FWM
3587
FMB Wealth Management
California
$259K -$1.09K -3 -0.4%
TCMP
3588
Thrive Capital Management (Pennsylvania)
Pennsylvania
$259K +$256K +707 New
CA
3589
Cortland Associates
Missouri
$259K +$362 +1 +0.1%
GF
3590
GGM Financials
Ohio
$259K +$1.45K +4 +0.6%
VFPW
3591
Vantage Financial Partners (Wisconsin)
Wisconsin
$258K +$362 +1 +0.1%
VI
3592
VanderPol Investments
Michigan
$258K -$9.41K -26 -4%
TLCM
3593
Twin Lakes Capital Management
California
$258K – – –
QP
3594
Quartz Partners
New York
$258K -$134K -369 -34%
TFO
3595
Tarbox Family Office
California
$258K -$2.9K -8 -1%
FWA
3596
FOCUS Wealth Advisors
Texas
$258K -$10.9K -30 -4%
FA
3597
FSA Advisors
Michigan
$257K -$144K -397 -36%
GA
3598
Gordian Advisors
Arizona
$257K +$254K +702 New
HGWM
3599
Horst & Graben Wealth Management
Oregon
$257K +$6.15K +17 +2%
HWM
3600
Hobbs Wealth Management
Indiana
$257K +$12.7K +35 +5%
142 143
144
145 146