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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3201
Blueprint Financial Advisors
North Carolina
$3.47M +$358K +2,847 +15%
HWMO
3202
Heritage Wealth Management (Ohio)
Ohio
$3.46M -$493K -3,920 -15%
CCM
3203
Carderock Capital Management
Maryland
$3.46M -$3.59M -28,500 -57%
APW
3204
Aurora Private Wealth
New Jersey
$3.46M -$98.7K -784 -3%
AFA
3205
American Financial Advisors
Georgia
$3.45M +$71.7K +570 +3%
BFA
3206
Brendel Financial Advisors
New Hampshire
$3.45M +$256K +2,031 +10%
RCA
3207
Riverview Capital Advisers
Massachusetts
$3.44M -$7.17K -57 -0.3%
SIG
3208
Spinnaker Investment Group
California
$3.44M -$598K -4,749 -18%
SW
3209
StrongBox Wealth
Missouri
$3.44M +$24.4K +194 +0.9%
SCA
3210
Sandy Cove Advisors
Massachusetts
$3.44M +$89.7K +713 +3%
IIA
3211
ICW Investment Advisors
Arizona
$3.43M +$132K +1,047 +5%
GCP
3212
Garda Capital Partners
Minnesota
$3.43M -$59.4K -472 -2%
MIM
3213
Martin Investment Management
Florida
$3.42M +$1.18M +9,371 +76%
WIC
3214
Woodmont Investment Counsel
Tennessee
$3.42M +$340K +2,702 +14%
MCM
3215
Morton Capital Management
California
$3.42M -$5.66K -45 -0.2%
MHR
3216
Matthew Hamilton Rosenberg
$3.42M +$3.9K +31 +0.1%
SA
3217
Scarborough Advisors
Maryland
$3.41M -$95.9K -762 -3%
WIM
3218
Warwick Investment Management
Texas
$3.41M +$173K +1,375 +7%
GTAM
3219
Global Trust Asset Management
Florida
$3.4M +$1.26M +9,990 +86%
RWP
3220
Ridgecrest Wealth Partners
California
$3.4M -$7.36M -58,514 -73%
CST
3221
Charles Schwab Trust
Nevada
$3.4M +$530K +4,213 +24%
AF
3222
Aviso Financial
Ontario, Canada
$3.4M -$138K -1,098 -5%
ICM
3223
Intrepid Capital Management
Florida
$3.39M +$277K +2,199 +11%
MWM
3224
Massachusetts Wealth Management
Massachusetts
$3.39M -$28.1K -223 -1%
WFMPM
3225
Woodley Farra Manion Portfolio Management
Indiana
$3.39M -$56.1K -446 -2%
127 128
129
130 131