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Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
4901
Sentinel Pension Advisors
Massachusetts
$289K +$689 +5 +0.2%
BCA
4902
Ballentine Capital Advisors
South Carolina
$289K – – –
ACM
4903
Aurdan Capital Management
Pennsylvania
$288K +$296K +2,146 New
ACM
4904
Andina Capital Management
Utah
$288K -$28.5K -207 -9%
LSWM
4905
Lorne Steinberg Wealth Management
Canada
$288K – – –
FIA
4906
FPC Investment Advisory
California
$288K +$290K +2,107 +727%
VWA
4907
VSM Wealth Advisory
Maryland
$287K +$295K +2,137 New
PA
4908
Probity Advisors
Texas
$287K +$294K +2,135 New
HBCM
4909
Heron Bay Capital Management
Michigan
$286K +$294K +2,131 New
RS
4910
R Squared
Hong Kong
$286K +$294K +2,131 New
NPPM
4911
North Point Portfolio Managers
Ohio
$286K -$1.38K -10 -0.5%
PWP
4912
PrairieView Wealth Partners
Illinois
$286K – – –
BSTWA
4913
Blake Schutter Theil Wealth Advisors
Ohio
$286K -$2.32M -16,849 -89%
WHCFA
4914
William Howard & Co Financial Advisors
Tennessee
$285K +$293K +2,126 New
OLA
4915
Oliver Luxxe Assets
New Jersey
$285K – – –
TC
4916
TAP Consulting
Missouri
$284K +$1.1K +8 +0.4%
RW
4917
Rockport Wealth
Ohio
$283K -$18.2M -131,868 -98%
IWM
4918
IMG Wealth Management
Florida
$283K +$290K +2,104 New
SDJVC
4919
St. Denis J. Villere & Co
Louisiana
$282K -$2.76K -20 -0.9%
ADBIC
4920
A.D. Beadell Investment Counsel
Wisconsin
$282K – – –
HFA
4921
Highland Financial Advisors
New Jersey
$282K +$289K +2,098 New
EFG
4922
Erickson Financial Group
Pennsylvania
$281K – – –
DI
4923
Disciplined Investors
Texas
$281K +$291K +2,109 New
AFA
4924
Alpha Financial Advisors
North Carolina
$281K +$8.96K +65 +3%
IWC
4925
Infinity Wealth Counsel
Ohio
$280K +$288K +2,087 New
195 196
197
198 199