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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
3226
Provident Trust Company
Wisconsin
$2.5M – – –
BFWA
3227
Benchmark Financial Wealth Advisors
Florida
$2.5M -$70.3K -259 -3%
MWM
3228
Marion Wealth Management
Pennsylvania
$2.5M +$119K +440 +5%
EVC
3229
Eidelman Virant Capital
Missouri
$2.5M -$1.55M -5,722 -37%
FRA
3230
Frank Rimerman Advisors
California
$2.5M -$663K -2,444 -20%
VWA
3231
VERITY Wealth Advisors
United States
$2.5M +$66K +243 +3%
ITIM
3232
Indiana Trust & Investment Management
Indiana
$2.48M -$36.4K -134 -1%
WPWM
3233
Western Pacific Wealth Management
Illinois
$2.48M -$27.1K -100 -1%
OFS
3234
OneAscent Financial Services
Alabama
$2.48M +$1.22M +4,488 +87%
ZC
3235
Zeit Capital
Colorado
$2.48M -$136K -500 -5%
EHWM
3236
Eads & Heald Wealth Management
Georgia
$2.48M -$8.69K -32 -0.3%
MWPCG
3237
Measured Wealth Private Client Group
New Hampshire
$2.48M +$151K +558 +6%
IIL
3238
Insight Inv LLC
California
$2.46M +$4.07K +15 +0.2%
ACA
3239
Affinity Capital Advisors
California
$2.46M +$26.3K +97 +1%
OFW
3240
Omnia Family Wealth
Florida
$2.46M -$90.6K -334 -3%
MCAI
3241
Members Capital Advisors Inc
Wisconsin
$2.45M – – –
BWM
3242
BT Wealth Management
Georgia
$2.45M -$27.1K -100 -1%
1WM
3243
1900 Wealth Management
Texas
$2.45M +$19K +70 +0.7%
RWI
3244
Red Wave Investments
Pennsylvania
$2.45M -$18.5K -68 -0.7%
CC
3245
Colrain Capital
Massachusetts
$2.44M – – –
HP
3246
HT Partners
Connecticut
$2.44M +$271 +1 +0%
OR
3247
Olympiad Research
Connecticut
$2.44M +$377K +1,389 +17%
TI
3248
TTP Investments
California
$2.43M +$878K +3,236 +52%
FNC
3249
First National Corp
Massachusetts
$2.43M -$5.43K -20 -0.2%
GSWM
3250
Greenup Street Wealth Management
Michigan
$2.43M -$65.1K -240 -2%
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