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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3526
Fortis Advisors
Pennsylvania
$479K -$19.6K -38 -4%
HCM
3527
Hengehold Capital Management
Ohio
$478K +$430K +836 New
VAG
3528
VisionPoint Advisory Group
Texas
$478K -$262K -510 -38%
W
3529
WorthPointe
California
$477K +$53.5K +104 +14%
UW
3530
Unique Wealth
Florida
$477K +$26.8K +52 +7%
TCM
3531
Tanaka Capital Management
New York
$477K – – –
SHWM
3532
Smith & Howard Wealth Management
Georgia
$476K -$51.5K -100 -11%
MM
3533
MQS Management
New York
$475K +$190K +369 +80%
GIM
3534
Gold Investment Management
Alberta, Canada
$475K -$4.12K -8 -0.9%
PBC
3535
Pavion Blue Capital
California
$472K – – –
DAC
3536
Dividend Assets Capital
South Carolina
$472K -$77.2K -150 -15%
CCM
3537
Colorado Capital Management
Colorado
$471K +$5.14K +10 +1%
VAMG
3538
Voisard Asset Management Group
Michigan
$471K +$50.9K +99 +14%
KAM
3539
Kraft Asset Management
Tennessee
$470K -$14.9K -29 -3%
MWM
3540
Mascoma Wealth Management
New Hampshire
$464K – – –
CIA
3541
Citadel Investment Advisory
Ohio
$464K – – –
CFD
3542
Creative Financial Designs
Indiana
$463K +$23.2K +45 +6%
LWMT
3543
Legacy Wealth Management (Tennessee)
Tennessee
$462K +$415K +807 New
LFS
3544
Lutz Financial Services
Nebraska
$461K -$9.78K -19 -2%
LAM
3545
LifePro Asset Management
California
$461K +$6.17K +12 +2%
BFA
3546
Benedict Financial Advisors
Georgia
$461K +$11.3K +22 +3%
LFG
3547
Lockerman Financial Group
California
$460K +$73.6K +143 +22%
CWM
3548
C2C Wealth Management
Arizona
$460K -$25.7K -50 -6%
VIA
3549
Virtus Investment Advisers
Connecticut
$459K -$10.3K -20 -2%
MCM
3550
MidAtlantic Capital Management
Virginia
$458K -$49.9K -97 -11%
140 141
142
143 144