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Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
3126
W Advisors LLC
Tennessee
$318K +$313K +943 New
FCCM
3127
First City Capital Management
Georgia
$317K -$60.8K -183 -12%
RBCM
3128
Raub Brock Capital Management
California
$317K – – –
NCM
3129
Nelson Capital Management
California
$315K -$6.64K -20 -2%
UWM
3130
USAdvisors Wealth Management
Minnesota
$315K -$1.33K -4 -0.4%
FWP
3131
Firethorn Wealth Partners
Georgia
$315K +$311K +937 New
MA
3132
MBA Advisors
Pennsylvania
$314K – – –
PBF
3133
Petix & Botte Financial
California
$313K -$264K -794 -46%
VC
3134
Veery Capital
Delaware
$313K -$40.2K -121 -12%
RB
3135
Rodgers Brothers
Pennsylvania
$313K +$59.8K +180 +24%
PFM
3136
Peak Financial Management
Massachusetts
$313K +$89.6K +270 +41%
BOM
3137
Bank of Marin
California
$312K +$308K +928 New
RMAM
3138
Raab & Moskowitz Asset Management
New Jersey
$310K -$36.5K -110 -11%
TFM
3139
TFC Financial Management
Massachusetts
$310K – – –
SIG
3140
Sargent Investment Group
Maryland
$310K +$2.32K +7 +0.8%
IIA
3141
ICW Investment Advisors
Arizona
$310K +$43.5K +131 +17%
IMOV
3142
Investment Management of Virginia
Virginia
$310K +$66.4K +200 +28%
SWM
3143
SFG Wealth Management
Maryland
$310K +$306K +921 New
ACM
3144
Advance Capital Management
Michigan
$310K +$306K +923 New
IWS
3145
Insight Wealth Strategies
California
$309K -$1.33K -4 -0.4%
HNWA
3146
Henrickson Nauta Wealth Advisors
Michigan
$309K +$332K +1,001 New
BMCM
3147
Bryn Mawr Capital Management
Pennsylvania
$308K +$332 +1 +0.1%
RWA
3148
Redhawk Wealth Advisors
Minnesota
$308K +$19.9K +60 +7%
CCFCSB
3149
Cape Cod Five Cents Savings Bank
Massachusetts
$307K +$11.3K +34 +4%
AGA
3150
Accuvest Global Advisors
Utah
$307K +$23.2K +70 +8%
124 125
126
127 128