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Name Holding Trade Value Shares
Change 		Change in
Stake
TH
2351
TCTC Holdings
Texas
$208K – – –
CC
2352
Commons Capital
Massachusetts
$208K +$192K +3,080 New
XF
2353
XML Financial
Maryland
$208K +$192K +3,080 New
SI
2354
Saxon Interests
Texas
$207K +$192K +3,070 New
BWG
2355
Balanced Wealth Group
Ohio
$207K +$192K +3,070 New
VCG
2356
Vantage Consulting Group
Virginia
$207K -$28.1K -450 -13%
MW
2357
Marks Wealth
Maryland
$207K +$191K +3,060 New
WHCI
2358
W.H. Cornerstone Investments
Massachusetts
$206K +$190K +3,050 New
MAG
2359
Mayfair Advisory Group
Alabama
$206K +$199K +3,180 New
RIM
2360
Rockbridge Investment Management
New York
$206K -$125K -2,000 -40%
MWM
2361
MinichMacGregor Wealth Management
New York
$205K +$190K +3,040 New
BIAS
2362
Beacon Investment Advisory Services
New Jersey
$205K +$190K +3,040 New
TWM
2363
Trueblood Wealth Management
Ohio
$205K +$190K +3,040 New
CDH
2364
Charles D. Hyman
$205K +$190K +3,040 New
ZAM
2365
Zevin Asset Management
Massachusetts
$205K +$190K +3,040 New
WWM
2366
Wolff Wiese Magana
California
$204K – – –
VF
2367
VitalStone Financial
Texas
$204K +$101K +1,610 +113%
PWS
2368
Physician Wealth Solutions
Nevada
$204K +$189K +3,030 New
RCA
2369
Ranch Capital Advisors
Florida
$204K +$189K +3,030 New
SIM
2370
Seaview Investment Managers
Florida
$204K -$68.7K -1,100 -27%
EL
2371
EMFO LLC
Florida
$204K +$8.74K +140 +5%
BWFA
2372
Baltimore-Washington Financial Advisors
Maryland
$204K +$189K +3,020 New
IWM
2373
Integris Wealth Management
California
$204K +$189K +3,020 New
RLIM
2374
Red Lighthouse Investment Management
New York
$204K +$189K +3,020 New
RFA
2375
Resurgent Financial Advisors
Georgia
$204K +$189K +3,020 New
93 94
95
96 97