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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1801
Valley Brook Capital Group
Pennsylvania
$299K -$209K -1,220 -38%
IIA
1802
Integral Investment Advisors
California
$298K +$8.58K +50 +3%
BCM
1803
Boltwood Capital Management
California
$297K +$20.8K +121 +7%
CMF
1804
Counterpoint Mutual Funds
California
$297K +$5.15K +30 +2%
DBRC
1805
D.B. Root & Company
Pennsylvania
$295K -$178K -1,040 -35%
CIP
1806
Champlain Investment Partners
Vermont
$295K +$72.9K +425 +28%
TAWM
1807
Three Arch Wealth Management
California
$295K +$330K +1,925 New
CAAS
1808
Capital Asset Advisory Services
Michigan
$294K -$24.4K -142 -7%
DJYG
1809
David J. Yvars Group
Florida
$294K -$43.7K -255 -12%
TFA
1810
Teamwork Financial Advisors
Texas
$294K -$63K -367 -16%
RE
1811
Rydar Equities
Texas
$293K -$24.9K -145 -7%
GKWIM
1812
Gerber Kawasaki Wealth & Investment Management
California
$293K -$627K -3,658 -66%
FFWA
1813
FRG Family Wealth Advisors
Washington
$293K +$6.86K +40 +2%
OFS
1814
OneAscent Financial Services
Alabama
$292K +$57.8K +337 +21%
PCM
1815
Palisade Capital Management
New Jersey
$291K +$326K +1,900 New
PWM
1816
Prentice Wealth Management
New York
$291K +$20.1K +117 +7%
AWA
1817
AGH Wealth Advisors
Kansas
$290K +$325K +1,895 New
BHPW
1818
Box Hill Private Wealth
Arizona
$290K +$324K +1,890 New
NPT
1819
National Philanthropic Trust
Pennsylvania
$288K +$69.5K +405 +27%
CFO
1820
Cambient Family Office
Michigan
$288K +$322K +1,879 New
SFG
1821
Sovereign Financial Group
Connecticut
$288K +$16.6K +97 +5%
PIA
1822
Perennial Investment Advisors
California
$287K +$89.5K +522 +39%
WWM
1823
Walser Wealth Management
Florida
$286K +$320K +1,865 New
CP
1824
Clarendon Private
Massachusetts
$285K -$83.9K -489 -21%
AFPL
1825
Advus Financial Partners, LLC
Florida
$285K -$36K -210 -10%
71 72
73
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