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Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
2776
Values Added Financial
District of Columbia
$396K +$79.1K +700 +31%
RIM
2777
Rockbridge Investment Management
New York
$395K – – –
ME
2778
McIlrath & Eck
Washington
$395K -$12.4K -110 -4%
SHF
2779
Stage Harbor Financial
Massachusetts
$395K -$7.92K -70 -2%
CWMK
2780
Caliber Wealth Management (Kansas)
Kansas
$395K +$63.3K +560 +23%
WKWM
2781
Walter & Keenan Wealth Management
Indiana
$395K +$334K +2,950 New
HDIM
2782
Hanson & Doremus Investment Management
Vermont
$395K +$120K +1,060 +56%
FA
2783
Fermata Advisors
California
$394K -$579K -5,120 -64%
CWM
2784
Concentrum Wealth Management
California
$394K +$1.13K +10 +0.3%
SCM
2785
Semanteon Capital Management
Massachusetts
$394K +$332K +2,940 New
TWA
2786
Talisman Wealth Advisors
New Jersey
$392K +$331K +2,930 New
RWM
2787
RKL Wealth Management
Pennsylvania
$391K – – –
MA
2788
MKT Advisors
California
$391K – – –
OLVIG
2789
Oliver Lagore Vanvalin Investment Group
Michigan
$389K +$471K +4,170 New
TF
2790
Tudor Financial
Ohio
$388K – – –
LLWM
2791
Life Line Wealth Management
California
$388K +$62.2K +550 +23%
BW
2792
Basepoint Wealth
Iowa
$384K -$222K -1,960 -41%
DIP
2793
Davis Investment Partners
North Carolina
$384K +$15.8K +140 +5%
MPM
2794
MBB Public Markets
Illinois
$383K -$69K -610 -18%
WF
2795
Whelan Financial
California
$383K +$2.26K +20 +0.7%
MWA
2796
Midland Wealth Advisors
Illinois
$383K +$323K +2,860 New
PWS
2797
Proactive Wealth Strategies
Georgia
$382K +$31.7K +280 +11%
NA
2798
Navellier & Associates
Nevada
$382K +$28.3K +250 +10%
PMG
2799
ProVise Management Group
Florida
$380K +$2.26K +20 +0.7%
B
2800
Barings
North Carolina
$380K +$21.5K +190 +7%
110 111
112
113 114