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Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
4076
One Day In July LLC
Vermont
$1.28M -$55.8K -178 -5%
VNB
4077
Virginia National Bank
Virginia
$1.26M -$15.7K -50 -1%
MFG
4078
Monumental Financial Group
Maryland
$1.26M -$225K -718 -16%
PS
4079
Planned Solutions
California
$1.26M – – –
AMR
4080
Asset Management Resources
Massachusetts
$1.26M +$37.9K +121 +3%
CA
4081
Crumly & Associates
Illinois
$1.26M -$275K -879 -19%
WCWM
4082
Willow Creek Wealth Management
California
$1.26M +$169K +539 +17%
DF
4083
Donoghue Forlines
Massachusetts
$1.25M +$1.15M +3,678 New
PWM
4084
Peterson Wealth Management
Nevada
$1.25M +$64.9K +207 +6%
FWA
4085
FSC Wealth Advisors
New York
$1.25M +$627 +2 +0.1%
HCA
4086
Heck Capital Advisors
Wisconsin
$1.25M -$26.3K -84 -2%
TFA
4087
Trinity Financial Advisors
Ohio
$1.25M +$64.2K +205 +6%
SCM
4088
Stordahl Capital Management
Colorado
$1.25M +$313 +1 +0%
IAA
4089
Ironsides Asset Advisors
North Carolina
$1.25M – – –
CAM
4090
Crestone Asset Management
Colorado
$1.24M -$213K -680 -16%
YAVAPFMC
4091
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.24M -$1.94M -6,200 -63%
VPP
4092
Vertex Planning Partners
Illinois
$1.24M +$216K +690 +23%
CPW
4093
Catalyst Private Wealth
California
$1.24M -$176K -563 -13%
AFS
4094
Annapolis Financial Services
Maryland
$1.23M +$65.8K +210 +6%
EA
4095
Eclectic Associates
California
$1.23M -$16.3K -52 -1%
CSIA
4096
Conrad Siegel Investment Advisors
Pennsylvania
$1.23M +$272K +867 +32%
LOIP
4097
Live Oak Investment Partners
Texas
$1.23M – – –
FAM
4098
Fenimore Asset Management
New York
$1.23M +$313 +1 +0%
BWA
4099
Beam Wealth Advisors
Louisiana
$1.23M +$47K +150 +4%
LFG
4100
Lockerman Financial Group
California
$1.23M -$2.19K -7 -0.2%
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