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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
3976
WealthPoint Financial
North Carolina
$610K -$68.5K -112 -9%
RMCM
3977
Reynders McVeigh Capital Management
Massachusetts
$608K -$39.7K -65 -6%
SO
3978
Sierra Ocean
California
$607K +$20.2K +33 +3%
SFC
3979
Strategic Financial Concepts
Texas
$607K -$13.5K -22 -2%
HPIA
3980
Hamilton Point Investment Advisors
North Carolina
$606K – – –
PCM
3981
Park Capital Management
Wisconsin
$606K +$6.73K +11 +1%
CW
3982
Curio Wealth
Maryland
$606K -$5.5K -9 -0.8%
VFP
3983
Verus Financial Partners
Virginia
$605K – – –
AFC
3984
Ares Financial Consulting
California
$603K +$15.3K +25 +2%
MWM
3985
Manske Wealth Management
Texas
$601K -$15.3K -25 -2%
CAG
3986
Compass Advisory Group
New York
$600K -$611 -1 -0.1%
RB
3987
Rodgers Brothers
Pennsylvania
$599K – – –
AWP
3988
Astra Wealth Partners
New Jersey
$598K -$23.8K -39 -4%
CS
3989
Capital Square
Tennessee
$597K +$7.95K +13 +1%
PBF
3990
Petix & Botte Financial
California
$597K +$328K +536 +102%
MWS
3991
MFA Wealth Services
California
$596K +$56.3K +92 +10%
PCM
3992
Payne Capital Management
New York
$596K +$124K +203 +24%
S
3993
SimplyRich
California
$596K – – –
SC
3994
Summa Corp
Texas
$596K +$52.6K +86 +9%
IIM
3995
Ipswich Investment Management
Massachusetts
$595K – – –
WDL
3996
Well Done LLC
Michigan
$595K +$7.95K +13 +1%
MFC
3997
Morris Financial Concepts
South Carolina
$594K -$1.22K -2 -0.2%
OGF
3998
Orin Green Financial
California
$594K – – –
BRWM
3999
Blue Rock Wealth Management
North Carolina
$592K – – –
TPW
4000
Tiller Private Wealth
Pennsylvania
$589K +$61.1K +100 +11%
158 159
160
161 162