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Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
2826
Vectors Research Management
New York
$285K -$17K -62 -6%
HC
2827
HNP Capital
New York
$285K +$51.5K +188 +22%
SHWM
2828
Smith & Howard Wealth Management
Georgia
$283K – – –
HIS
2829
Harvest Investment Services
Illinois
$281K -$49.6K -181 -15%
W
2830
Wealthquest
Ohio
$280K -$20.6K -75 -7%
CCM
2831
Chiron Capital Management
Florida
$278K -$13.7K -50 -5%
NCM
2832
Nelson Capital Management
California
$276K -$194K -707 -41%
EFG
2833
Everhart Financial Group
Ohio
$276K +$276K +1,008 New
AAMA
2834
Advanced Asset Management Advisors
Ohio
$275K – – –
CCM
2835
CAAS Capital Management
New York
$275K +$276K +1,005 New
MHR
2836
Matthew Hamilton Rosenberg
$274K – – –
TC
2837
Tacita Capital
Ontario, Canada
$274K +$275K +1,002 New
OWM
2838
Orgel Wealth Management
Wisconsin
$273K -$274K -1,000 -50%
WOSD
2839
WFA of San Diego
California
$273K -$27.4K -100 -5%
BWM
2840
Brickley Wealth Management
California
$273K – – –
GPC
2841
Garrison Point Capital
California
$273K – – –
CFA
2842
Capstone Financial Advisors
Illinois
$273K +$29.6K +108 +12%
GB
2843
Goepper Burkhardt
South Carolina
$273K +$274K +1,000 New
IWAG
2844
Integer Wealth Advisors Group
Georgia
$272K -$68K -248 -19%
OWM
2845
Opes Wealth Management
California
$272K -$61.7K -225 -18%
TCPWM
2846
Traverso Chambers Private Wealth Management
California
$272K – – –
CWM
2847
Curi Wealth Management
North Carolina
$272K +$273K +996 New
CSWG
2848
Cardinal Strategic Wealth Guidance
Kentucky
$271K -$51.3K -187 -16%
IP
2849
Investment Partners
Ohio
$271K -$13.7K -50 -5%
3F
2850
360 Financial
Minnesota
$271K – – –
112 113
114
115 116