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Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
2201
Johnson Bixby & Associates
Washington
$355K – – –
FVWA
2202
Foster Victor Wealth Advisors
South Carolina
$355K +$18.6K +300 +5%
VCM
2203
Virtue Capital Management
Tennessee
$355K +$36.7K +590 +10%
LF
2204
Lantz Financial
Illinois
$354K +$186 +3 +0%
IRC
2205
Investors Research Corp
Georgia
$354K +$7.08K +114 +2%
PTCG
2206
Pring Turner Capital Group
California
$354K +$26.6K +428 +7%
MAM
2207
Marotta Asset Management
Virginia
$353K – – –
BG
2208
Benedetti & Gucer
Georgia
$353K -$122K -1,957 -24%
OCM
2209
Orleans Capital Management
Louisiana
$353K – – –
WOC
2210
West Oak Capital
California
$352K -$3.42K -55 -0.9%
UF
2211
Univest Financial
Pennsylvania
$352K – – –
VFP
2212
Verus Financial Partners
Virginia
$350K -$51.8K -833 -12%
LWM
2213
Liberty Wealth Management
California
$350K +$1.55K +25 +0.4%
ML
2214
McAdam LLC
Pennsylvania
$350K +$22.3K +358 +6%
QC
2215
Quent Capital
New York
$350K +$126K +2,032 +48%
WF
2216
Wayfinding Financial
Washington
$349K -$10.3K -166 -3%
BWM
2217
Buckley Wealth Management
Nevada
$348K – – –
TNA
2218
True North Advisors
Texas
$347K -$37.4K -602 -9%
JLBC
2219
J.L. Bainbridge & Co
Florida
$346K +$746 +12 +0.2%
MMC
2220
Mizuho Markets Cayman
Cayman Islands
$346K +$21.8K +350 +6%
SMG
2221
Spectrum Management Group
Indiana
$345K – – –
CSPAM
2222
Cary Street Partners Asset Management
Virginia
$345K +$10.1K +163 +3%
MAWCM
2223
Mine & Arao Wealth Creation & Management
California
$345K +$51.6K +830 +16%
BFWA
2224
Benchmark Financial Wealth Advisors
Florida
$345K +$88.6K +1,426 +30%
VWMG
2225
Virginia Wealth Management Group
Virginia
$345K +$99.4K +1,600 +35%
87 88
89
90 91