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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2101
Virtue Capital Management
Tennessee
$662K -$304K -4,268 -31%
HCM
2102
Hutchinson Capital Management
California
$662K – – –
TNA
2103
True North Advisors
Texas
$661K +$48.3K +678 +8%
HCM
2104
Hodges Capital Management
Texas
$661K -$36.8K -517 -5%
NWMG
2105
Nicholson Wealth Management Group
South Carolina
$661K +$30.1K +423 +5%
WPP
2106
Whalerock Point Partners
Rhode Island
$658K +$55.9K +785 +9%
CA
2107
Cambridge Advisors
Nebraska
$657K +$2.56K +36 +0.4%
SAM
2108
S.A. Mason
Michigan
$653K +$2.21K +31 +0.3%
LWM
2109
Liberty Wealth Management
California
$653K +$22.9K +321 +4%
NRC
2110
New Republic Capital
North Carolina
$652K +$35.3K +495 +6%
OPA
2111
Old Port Advisors
Maine
$652K -$88.6K -1,244 -12%
BAM
2112
Blueshift Asset Management
New Jersey
$652K +$225K +3,165 +52%
RA
2113
Rise Advisors
New York
$652K -$5.98K -84 -0.9%
CWI
2114
Conscious Wealth Investments
Florida
$651K – – –
LF
2115
Lantz Financial
Illinois
$648K -$64.6K -907 -9%
OCM
2116
Orleans Capital Management
Louisiana
$648K +$653K +9,160 New
HGWM
2117
Horst & Graben Wealth Management
Oregon
$647K +$2.07K +29 +0.3%
APW
2118
Acima Private Wealth
Virginia
$646K +$434K +6,087 +200%
QPWM
2119
Quadrant Private Wealth Management
Pennsylvania
$646K +$25.4K +357 +4%
FFA
2120
Florida Financial Advisors
Florida
$644K +$50.6K +711 +8%
RWP
2121
Revolve Wealth Partners
New Jersey
$643K +$21.7K +305 +3%
MCM
2122
Maple Capital Management
Vermont
$641K +$85.3K +1,197 +15%
HFP
2123
Holistic Financial Partners
Indiana
$640K +$79.1K +1,111 +14%
BWA
2124
BCU Wealth Advisors
Illinois
$640K – – –
RWPA
2125
Richard W. Paul & Associates
Michigan
$640K -$162K -2,277 -20%
83 84
85
86 87