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