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Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
2301
Benchmark Financial Wealth Advisors
Florida
$763K +$60K +173 +7%
HWM
2302
Hemington Wealth Management
Virginia
$763K +$343K +989 +63%
SEP
2303
Southland Equity Partners
Missouri
$762K +$23.2K +67 +3%
SQA
2304
Simon Quick Advisors
New Jersey
$762K -$177K -511 -17%
MSR
2305
Main Street Research
Connecticut
$761K +$115K +331 +15%
VNB
2306
Virginia National Bank
Virginia
$760K +$881K +2,540 New
MPAM
2307
Murphy Pohlad Asset Management
Minnesota
$759K -$34.7K -100 -4%
WG
2308
Watchman Group
Texas
$759K +$40.9K +118 +5%
CFO
2309
CVA Family Office
Colorado
$758K -$71.8K -207 -8%
RWP
2310
Ridgecrest Wealth Partners
California
$758K +$347 +1 +0%
PHAM
2311
Palisades Hudson Asset Management
Florida
$753K – – –
CMI
2312
Clare Market Investments
Texas
$753K -$42.3K -122 -5%
OCG
2313
Opus Capital Group
Ohio
$752K -$85.3K -246 -9%
RAM
2314
Redmond Asset Management
Virginia
$752K +$99.2K +286 +13%
BA
2315
Bridgewater Advisors
New York
$751K -$83.9K -242 -9%
WCG
2316
Weaver Consulting Group
California
$751K -$12.1K -35 -1%
OWA
2317
Octavia Wealth Advisors
Ohio
$751K +$27.4K +79 +3%
MCM
2318
Mendel Capital Management
Arkansas
$750K +$64.9K +187 +8%
FC
2319
Forte Capital
New York
$748K – – –
NVIM
2320
New Vernon Investment Management
Illinois
$748K – – –
OFG
2321
OmniStar Financial Group
North Carolina
$748K +$63.1K +182 +8%
SOW
2322
State of Wyoming
Wyoming
$748K +$77.7K +224 +10%
NFG
2323
Nadler Financial Group
Illinois
$747K -$121K -350 -12%
MTC
2324
McDaniel Terry & Co
Texas
$747K +$270K +779 +45%
FP
2325
Financial Perspectives
Minnesota
$746K +$38.9K +112 +5%
91 92
93
94 95