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Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
4151
Valicenti Advisory Services
New York
$365K -$23.9K -37 -6%
ACM
4152
Absolute Capital Management
Pennsylvania
$364K +$16.8K +26 +4%
YCG
4153
Yeomans Consulting Group
Georgia
$363K +$2.58K +4 +0.6%
FWM
4154
Fonville Wealth Management
Virginia
$362K +$1.29K +2 +0.3%
HKIM
4155
Hayek Kallen Investment Management
Alabama
$362K +$34.8K +54 +9%
MFG
4156
Mosaic Financial Group
Illinois
$361K +$645 +1 +0.2%
DA
4157
Detalus Advisors
Missouri
$361K -$32.3K -50 -7%
PPWM
4158
PFG Private Wealth Management
Florida
$361K +$13.5K +21 +3%
KCM
4159
Kaye Capital Management
California
$361K +$645 +1 +0.2%
OGF
4160
Orin Green Financial
California
$361K +$480K +744 New
BF
4161
Blankinship & Foster
California
$359K -$48.4K -75 -11%
PFA
4162
Pettinga Financial Advisors
Indiana
$359K – – –
SPWM
4163
Schrum Private Wealth Management
Florida
$359K +$32.3K +50 +9%
TI
4164
Truepoint Inc
Ohio
$358K -$36.8K -57 -8%
AWMNH
4165
Arcadia Wealth Management (New Hampshire)
New Hampshire
$357K +$21.9K +34 +6%
SCM
4166
Sollinda Capital Management
Florida
$357K – – –
VSQM
4167
V-Square Quantitative Management
Illinois
$356K -$5.93M -9,196 -94%
MA
4168
MAS Advisors
Florida
$356K -$1.94K -3 -0.5%
PIFP
4169
Partners in Financial Planning
Virginia
$356K – – –
SWA
4170
ShankerValleau Wealth Advisors
Illinois
$356K – – –
JWM
4171
JDH Wealth Management
California
$356K +$63.2K +98 +19%
TPWM
4172
Twelve Points Wealth Management
Massachusetts
$356K +$169K +262 +74%
IIA
4173
Integrity Investment Advisors
Colorado
$355K +$397K +615 New
DWM
4174
Darwin Wealth Management
Florida
$354K – – –
MSG
4175
Main Street Group
Virginia
$353K -$51.6K -80 -12%
165 166
167
168 169