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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
3501
Rowlandmiller & Partners
Georgia
$154K – – –
VWA
3502
VSM Wealth Advisory
Maryland
$154K +$559 +1 +0.4%
RIAS
3503
Rachor Investment Advisory Services
Michigan
$152K +$149K +267 New
TM
3504
Torren Management
California
$152K +$149K +266 New
WWA
3505
Wealth Watch Advisors
Colorado
$150K +$55.9K +100 +62%
EWP
3506
Elevation Wealth Partners
California
$147K +$559 +1 +0.4%
OPTFSNA
3507
Old Point Trust & Financial Services N A
Virginia
$147K +$40.2K +72 +39%
TCM
3508
Triumph Capital Management
Colorado
$142K +$139K +248 New
SR
3509
Swiss Re
Switzerland
$141K +$138K +247 New
BAM
3510
Bellevue Asset Management
Washington
$136K – – –
HPWM
3511
High Point Wealth Management
New Jersey
$135K +$132K +237 New
SHIM
3512
Stone House Investment Management
Pennsylvania
$135K – – –
BGAI
3513
Bruce G. Allen Investments
Colorado
$135K -$33.5K -60 -20%
CTB
3514
Country Trust Bank
Illinois
$133K – – –
BONH
3515
Bank of New Hampshire
New Hampshire
$131K -$140K -250 -52%
CW
3516
Curio Wealth
Maryland
$130K – – –
PWM
3517
Peck Wealth Management
New York
$128K – – –
BLC
3518
Brown, Lisle/Cummings
Rhode Island
$128K – – –
1GI
3519
180 GPS Investments
$125K +$122K +219 New
MTI
3520
Merrithew & Thorsten Inc
California
$123K +$120K +215 New
AFG
3521
Albion Financial Group
Utah
$123K -$180K -322 -60%
RFA
3522
Reyes Financial Architecture
California
$122K -$18.4K -33 -13%
HWM
3523
HighMark Wealth Management
Minnesota
$120K – – –
SIC
3524
SJS Investment Consulting
Ohio
$120K +$20.1K +36 +21%
PCTC
3525
Perkins Coie Trust Company
Washington
$120K -$22.4K -40 -16%
139 140
141
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