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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
5576
VSM Wealth Advisory
Maryland
$370K -$6.37K -31 -2%
SWIA
5577
Solano Wealth Investment Advisors
California
$369K – – –
SWA
5578
Sightline Wealth Advisors
Connecticut
$369K +$14.2K +69 +4%
HFA
5579
Hershey Financial Advisers
Pennsylvania
$367K +$3.29K +16 +0.9%
MI
5580
Moneywise Inc
Virginia
$366K +$32.7K +159 +10%
PPA
5581
Painted Porch Advisors
California
$364K -$14K -68 -4%
PC
5582
Purewater Capital
Texas
$364K -$223K -1,083 -37%
PMIM
5583
Prudent Man Investment Management
Colorado
$364K – – –
SCI
5584
Silver Coast Investments
United States
$363K -$60.9K -296 -14%
CCA
5585
Cypress Capital Advisors
Tennessee
$362K – – –
WAM
5586
Wilsey Asset Management
California
$362K – – –
PPWM
5587
Premier Private Wealth Management
Florida
$361K +$55.7K +271 +18%
CGA
5588
Compound Global Advisors
Washington
$360K +$41.3K +201 +13%
BWAM
5589
Blue Water Asset Management
Michigan
$360K +$106K +514 +40%
MFG
5590
Mann Financial Group
Minnesota
$360K +$5.35K +26 +1%
VFO
5591
Virtus Family Office
Texas
$360K +$370K +1,799 New
VF
5592
Vista Finance
Missouri
$360K +$27.6K +134 +8%
SAM
5593
Stembrook Asset Management
New Jersey
$360K – – –
WF
5594
Warner Financial
Maryland
$359K -$230K -1,117 -38%
FNBSF
5595
First National Bank Sioux Falls
South Dakota
$359K – – –
LSWM
5596
Lorne Steinberg Wealth Management
Canada
$359K +$59.6K +290 +19%
PSA
5597
Plum Street Advisors
Louisiana
$358K +$30.8K +150 +9%
SIC
5598
Sage Investment Counsel
Tennessee
$357K +$411 +2 +0.1%
FA
5599
Fullerton Advisors
California
$357K -$248K -1,205 -40%
1L
5600
10Elms LLP
Oklahoma
$357K -$26.7K -130 -7%
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224
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