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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
3001
Vigilare Wealth Management
Arizona
$201K +$261 +4 +0.1%
HOWA
3002
Heritage Oak Wealth Advisors
Florida
$201K -$21.1K -323 -9%
CIM
3003
Corbyn Investment Management
Maryland
$201K -$2.02K -31 -1%
CGIM
3004
Capital Group Investment Management
Singapore
$201K +$211K +3,232 New
IPA
3005
Investment Planning Advisors
Georgia
$201K +$457 +7 +0.2%
CFSG
3006
Community Financial Services Group
Vermont
$200K -$62.3K -954 -23%
CST
3007
Charles Schwab Trust
Nevada
$200K +$210K +3,216 New
SMF
3008
Sterling Manor Financial
New York
$200K – – –
HIIFS
3009
Harel Insurance Investments & Financial Services
Israel
$200K -$186K -2,857 -47%
CB
3010
Centennial Bank
Arkansas
$197K – – –
C
3011
Covestor
United Kingdom
$197K -$26K -399 -11%
LFASL
3012
Lugano Financial Advisors SA (LFA)
Switzerland
$193K +$19.6K +300 +11%
BAM
3013
Bellevue Asset Management
Washington
$193K +$1.18K +18 +0.6%
KBFS
3014
Kohmann Bosshard Financial Services
Ohio
$192K – – –
APW
3015
Acima Private Wealth
Virginia
$190K – – –
TIM
3016
Tortoise Investment Management
New York
$188K +$14.2K +218 +8%
CSPIA
3017
Cary Street Partners Investment Advisory
Virginia
$187K -$7.67M -117,509 -98%
FFO
3018
Fortitude Family Office
Arizona
$185K -$1.24K -19 -0.6%
YP
3019
YANKCOM Partnership
South Dakota
$185K +$194K +2,975 New
AT
3020
Avalon Trust
New Mexico
$182K -$120K -1,833 -39%
SIC
3021
SJS Investment Consulting
Ohio
$180K -$12.4K -190 -6%
SC
3022
Stephens Consulting
Michigan
$178K +$20.1K +308 +12%
IRAG
3023
Investment Research & Advisory Group
Georgia
$177K – – –
BIA
3024
Bell Investment Advisors
California
$176K +$17K +260 +10%
SWM
3025
Sanctuary Wealth Management
Idaho
$174K – – –
119 120
121
122 123