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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2601
Greenwich Wealth Management
Connecticut
$268K -$14.1K -228 -5%
PFP
2602
Paragon Financial Partners
California
$268K – – –
VCM
2603
Versant Capital Management
Arizona
$268K +$98.8K +1,596 +61%
PWM
2604
Partnership Wealth Management
Maryland
$267K – – –
VFP
2605
Verus Financial Partners
Virginia
$267K – – –
VIM
2606
VELA Investment Management
Ohio
$266K +$20.1K +325 +8%
KHCM
2607
Kirtland Hills Capital Management
Ohio
$265K – – –
PIM
2608
Pullen Investment Management
Florida
$264K – – –
AWM
2609
Aviso Wealth Management
Washington
$264K -$11.5K -186 -4%
AMCA
2610
Arthur M. Cohen & Associates
Illinois
$264K +$257K +4,145 New
NCM
2611
NCM Capital Management
New Jersey
$264K – – –
CVA
2612
Central Valley Advisors
California
$263K -$101K -1,633 -28%
PCH
2613
PGIM Custom Harvest
New Jersey
$263K -$19.9K -322 -7%
CWA
2614
Centennial Wealth Advisory
Michigan
$263K -$4.33K -70 -2%
FIBT
2615
First International Bank & Trust
North Dakota
$262K -$83.5K -1,349 -25%
TA
2616
TruWealth Advisors
Louisiana
$262K -$67K -1,082 -21%
GWCM
2617
Godshalk Welsh Capital Management
Pennsylvania
$261K – – –
HG
2618
Harbor Group
New Hampshire
$260K -$8.85K -143 -3%
CVM
2619
Cheviot Value Management
California
$260K – – –
CSA
2620
Cottage Street Advisors
Massachusetts
$260K +$1.11K +18 +0.4%
BMC
2621
Benin Management Corp
Connecticut
$258K -$4.15K -67 -2%
RWM
2622
Reston Wealth Management
Virginia
$258K +$1.86K +30 +0.7%
LJHT
2623
Laurie J. Hall Trustee
$258K – – –
VPWA
2624
Vestia Personal Wealth Advisors
Indiana
$257K +$250K +4,036 New
LT
2625
Legacy Trust
Michigan
$257K -$181K -2,917 -42%
103 104
105
106 107