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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2651
Fonville Wealth Management
Virginia
$267K -$36.2K -440 -13%
OFG
2652
Opulen Financial Group
Virginia
$267K +$246K +2,990 New
CF
2653
Convergence Financial
Missouri
$267K +$823 +10 +0.3%
MWM
2654
Maridea Wealth Management
New York
$266K +$245K +2,980 New
ODG
2655
O'Dell Group
Ohio
$266K +$823 +10 +0.3%
AWM
2656
Adams Wealth Management
Utah
$266K -$110K -1,340 -31%
CI
2657
CacheTech Inc
Utah
$266K -$110K -1,340 -31%
WIM
2658
Warwick Investment Management
Texas
$266K +$8.23K +100 +3%
MAC
2659
Mason & Associates (California)
California
$265K +$245K +2,980 New
TSW
2660
Thompson Siegel & Walmsley
Virginia
$265K +$6.58K +80 +3%
CA
2661
Callahan Advisors
Texas
$265K +$244K +2,970 New
SHF
2662
Stage Harbor Financial
Massachusetts
$265K -$40.3K -490 -14%
FFO
2663
Fortitude Family Office
Arizona
$265K -$823 -10 -0.3%
AIM
2664
Acropolis Investment Management
Missouri
$265K +$13.2K +160 +6%
VCP
2665
Vista Capital Partners
Oregon
$265K +$244K +2,970 New
NFG
2666
Northeast Financial Group
Pennsylvania
$264K – – –
NCTC
2667
New Covenant Trust Company
Indiana
$264K -$823 -10 -0.3%
HFRG
2668
Houlihan Financial Resource Group
Virginia
$263K – – –
RIM
2669
Rockbridge Investment Management
New York
$263K -$14.8K -180 -6%
CA
2670
Capital Advantage
California
$263K +$243K +2,950 New
MCM
2671
Morton Capital Management
California
$263K +$243K +2,950 New
CAM
2672
Cypress Asset Management
Texas
$263K – – –
RI
2673
Rinkey Investments
California
$263K +$243K +2,950 New
TRIA
2674
Trail Ridge Investment Advisors
Colorado
$262K +$18.1K +220 +8%
PMG
2675
ProVise Management Group
Florida
$261K -$82.3K -1,000 -25%
105 106
107
108 109