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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
4851
Veratis Advisors
North Carolina
$205K +$222K +363 New
NF
4852
Napier Financial
Massachusetts
$204K -$7.34K -12 -3%
PF
4853
PlanVest Financial
Maryland
$204K +$611 +1 +0.3%
FWM
4854
Forza Wealth Management
Florida
$204K – – –
ACM
4855
Andina Capital Management
Utah
$203K +$221K +361 New
RIS
4856
Retirement Income Solutions
Michigan
$202K – – –
MSA
4857
McAlister Sweet & Associates
Texas
$202K -$16.5K -27 -7%
TFG
4858
Tull Financial Group
Virginia
$202K -$8.56K -14 -4%
TB
4859
Terril Brothers
Missouri
$201K – – –
CCIA
4860
Cherry Creek Investment Advisors
Colorado
$201K -$702K -1,148 -76%
VST
4861
Van Strum & Towne
California
$201K – – –
CWM
4862
ClientFirst Wealth Management
Arkansas
$201K – – –
EWM
4863
Evolution Wealth Management
Florida
$200K -$42.2K -69 -16%
RF
4864
Robinswood Financial
Washington
$196K – – –
GG
4865
Gleason Group
Kentucky
$192K +$86.2K +141 +71%
OAJ
4866
Ogorek Anthony Joseph
New York
$192K +$4.89K +8 +2%
TCM
4867
Tradewinds Capital Management
Washington
$189K -$4.28K -7 -2%
BFS
4868
Burkett Financial Services
South Carolina
$186K – – –
CWM
4869
Copia Wealth Management
Oregon
$185K – – –
HHGA
4870
Halbert Hargrove Global Advisors
California
$178K +$16.5K +27 +9%
CFG
4871
CKW Financial Group
Hawaii
$178K +$8.56K +14 +5%
HDIM
4872
Hanson & Doremus Investment Management
Vermont
$176K -$3.06K -5 -2%
LAM
4873
Lummis Asset Management
Texas
$174K +$5.5K +9 +3%
DPW
4874
DiNuzzo Private Wealth
Pennsylvania
$171K – – –
MSWM
4875
Mowery & Schoenfeld Wealth Management
Illinois
$170K – – –
193 194
195
196 197