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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
3676
Verus Financial Partners
Virginia
$309K – – –
BWM
3677
Baron Wealth Management
Michigan
$308K +$33.5K +69 +13%
TBNY
3678
Trustco Bank (New York)
New York
$307K – – –
TWM
3679
TSA Wealth Management
Texas
$307K +$296K +609 New
MLA
3680
MB, Levis & Associates
Pennsylvania
$307K – – –
SG
3681
Strid Group
Pennsylvania
$306K +$47.2K +97 +19%
SWG
3682
Summit Wealth Group
Vermont
$306K +$7.78K +16 +3%
MSF
3683
Mustard Seed Financial
Arkansas
$305K – – –
CF
3684
Cantor Fitzgerald
New York
$304K -$4.86K -10 -2%
GCL
3685
Gouws Capital LLC
North Carolina
$303K -$24.3K -50 -8%
MW
3686
Marks Wealth
Maryland
$303K +$292K +600 New
SCI
3687
Silver Coast Investments
United States
$302K -$16.5K -34 -5%
IIA
3688
Integral Investment Advisors
California
$302K +$59.3K +122 +27%
ACM
3689
Armbruster Capital Management
New York
$302K +$14.1K +29 +5%
WCP
3690
Wick Capital Partners
Pennsylvania
$302K +$24.3K +50 +9%
BM
3691
Belfer Management
New York
$301K -$44.7K -92 -13%
TWM
3692
Trueblood Wealth Management
Ohio
$301K +$2.43K +5 +0.8%
IFO
3693
Independent Family Office
New York
$301K -$148K -305 -34%
DWS
3694
Dynamic Wealth Strategies
California
$301K -$19.4K -40 -6%
PJSIMP
3695
P.J. Schmidt Investment Management (PJS)
Wisconsin
$300K -$111K -228 -28%
OIC
3696
Orion Investment Company
Missouri
$300K +$289K +595 New
VFPW
3697
Vantage Financial Partners (Wisconsin)
Wisconsin
$300K +$486 +1 +0.2%
GJIA
3698
Glass Jacobson Investment Advisors
Maryland
$300K +$1.46K +3 +0.5%
IGWM
3699
ICA Group Wealth Management
Colorado
$300K -$1.47M -3,031 -84%
PSFG
3700
Prairie Sky Financial Group
Illinois
$300K – – –
146 147
148
149 150