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Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
1851
Zevin Asset Management
Massachusetts
$241K -$8.31K -130 -3%
CCC
1852
Chelsea Counsel Company
California
$241K – – –
DBG
1853
De Burlo Group
Massachusetts
$241K – – –
OBWG
1854
Onyx Bridge Wealth Group
New York
$241K +$7.03K +110 +3%
VCG
1855
Vantage Consulting Group
Virginia
$241K +$9.58K +150 +4%
A
1856
Astrantus
Cyprus
$241K +$256K +4,000 New
CL
1857
CSS LLC
Illinois
$241K +$256K +4,000 New
P
1858
Pariax
California
$241K +$256K +4,000 New
RFMS
1859
RWQ Financial Management Services
Florida
$241K +$256K +4,000 New
SA
1860
Syntax Advisors
New York
$241K +$256K +4,000 New
CCP
1861
Cassia Capital Partners
North Carolina
$240K +$254K +3,980 New
DHFB
1862
Dixon Hubard Feinour & Brown
Virginia
$240K +$255K +3,990 New
AI
1863
Accredited Investors
Minnesota
$239K -$112K -1,750 -31%
LFA
1864
Legend Financial Advisors
Pennsylvania
$239K – – –
SGCA
1865
Steel Grove Capital Advisors
Tennessee
$239K +$16.6K +260 +7%
AC
1866
Avant Capital
Louisiana
$239K +$253K +3,960 New
LW
1867
Linscomb Wealth
Texas
$239K +$253K +3,960 New
TPW
1868
Tiller Private Wealth
Pennsylvania
$238K – – –
EAM
1869
Eschler Asset Management
United Kingdom
$238K +$252K +3,950 New
PP
1870
Palladium Partners
Virginia
$237K +$38.3K +600 +18%
ACM
1871
Alpha Capital Management
Texas
$237K +$251K +3,930 New
SAM
1872
Synergy Asset Management
Washington
$237K +$252K +3,940 New
WP
1873
WealthShield Partners
North Carolina
$237K +$252K +3,940 New
SFPG
1874
Stonebridge Financial Planning Group
Florida
$236K – – –
SFP
1875
Sandbox Financial Partners
Maryland
$236K +$250K +3,910 New
73 74
75
76 77