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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2551
Acima Private Wealth
Virginia
$387K – – –
GAG
2552
Goodman Advisory Group
Massachusetts
$387K – – –
HG
2553
Harbor Group
New Hampshire
$386K -$465 -1 -0.1%
VCM
2554
Vivaldi Capital Management
Illinois
$385K +$15.8K +34 +5%
PCS
2555
Private Client Services
Kentucky
$385K +$2.33K +5 +0.6%
LRIA
2556
Leonard Rickey Investment Advisors
Washington
$383K +$5.12K +11 +1%
AFM
2557
Armstrong Fleming & Moore
District of Columbia
$383K – – –
MCM
2558
Morton Capital Management
California
$383K +$91.6K +197 +34%
TCM
2559
Teza Capital Management
Illinois
$383K -$807K -1,736 -69%
AWA
2560
Aletheian Wealth Advisors
Washington
$383K +$5.12K +11 +1%
OAM
2561
Oberweis Asset Management
Illinois
$383K – – –
ONSWM
2562
Old North State Wealth Management
North Carolina
$383K +$19.1K +41 +6%
LA
2563
Lakeside Advisors
Washington
$383K – – –
D
2564
Diversified
Delaware
$382K +$27.9K +60 +8%
DE
2565
Diversified Enterprises
Delaware
$382K +$359K +773 New
JWA
2566
JFS Wealth Advisors
Pennsylvania
$381K +$11.2K +24 +3%
MCA
2567
Millennium Capital Advisors
Arkansas
$381K +$465 +1 +0.1%
RTC
2568
Riverview Trust Company
Washington
$380K +$6.51K +14 +2%
PCMC
2569
Planning Capital Management Corporation
Pennsylvania
$380K -$41.4K -89 -10%
ICMM
2570
Integrated Capital Management (Michigan)
Michigan
$380K +$358K +770 New
MWP
2571
Meridian Wealth Partners
Pennsylvania
$380K -$45.6K -98 -11%
MAM
2572
Milestone Asset Management
Pennsylvania
$380K +$17.7K +38 +5%
PWM
2573
PBMares Wealth Management
Virginia
$380K -$20.9K -45 -6%
NCM
2574
Noesis Capital Mangement
Florida
$380K +$84.2K +181 +31%
WCFA
2575
Walkner Condon Financial Advisors
Wisconsin
$379K +$15.3K +33 +4%
101 102
103
104 105