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Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
2576
1015 Capital Partners
Pennsylvania
$381K +$380K +5,447 New
WAG
2577
Winthrop Advisory Group
Massachusetts
$380K +$53.7K +770 +17%
VCP
2578
Vista Capital Partners
Oregon
$380K +$379K +5,434 New
BI
2579
Bolthouse Investments
California
$380K – – –
CA
2580
Cache Advisors
California
$380K +$379K +5,431 New
MFP
2581
Meramec Financial Planners
Missouri
$379K +$334K +4,790 New
DE
2582
DV Equities
Illinois
$378K +$377K +5,407 New
VWA
2583
VSM Wealth Advisory
Maryland
$378K -$70 -1 -0%
SRC
2584
Shufro Rose & Co
New York
$378K -$62.7K -900 -14%
SCA
2585
Sippican Capital Advisors
Massachusetts
$376K -$1.81K -26 -0.5%
SWM
2586
Sterling Wealth Management
Illinois
$375K – – –
OP
2587
ORG Partners
Indiana
$374K -$68.3K -980 -15%
XWL
2588
XXI Wealth LLC
Illinois
$374K +$373K +5,351 New
BWM
2589
Blossom Wealth Management
California
$374K +$70 +1 +0%
PGWM
2590
Parisi Gray Wealth Management
New Jersey
$373K -$5.09K -73 -1%
JLBC
2591
J.L. Bainbridge & Co
Florida
$373K -$28.2K -404 -7%
DWG
2592
Darden Wealth Group
Michigan
$373K – – –
MC
2593
Middleton & Co
Massachusetts
$372K – – –
SEA
2594
Stegent Equity Advisors
Texas
$372K -$4.18K -60 -1%
RW
2595
Rede Wealth
Virginia
$372K -$806K -11,557 -68%
PCI
2596
Planning Center Inc
Illinois
$372K -$5.79K -83 -2%
HC
2597
Hamilton Capital
Ohio
$371K +$370K +5,306 New
GAA
2598
Global Assets Advisory
Florida
$370K -$5.65K -81 -2%
CIG
2599
Cascade Investment Group
Colorado
$370K -$3.49K -50 -0.9%
TIP
2600
Tandem Investment Partners
New Jersey
$369K -$62.7K -900 -15%
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