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Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
2226
Ironsides Asset Advisors
North Carolina
$330K -$9.24K -35 -3%
DWM
2227
Dorchester Wealth Management
Quebec, Canada
$330K – – –
BWM
2228
Baystate Wealth Management
Massachusetts
$330K +$2.64K +10 +0.9%
JWM
2229
Jeppson Wealth Management
California
$330K +$6.6K +25 +2%
SF
2230
Symphony Financial
Texas
$329K -$120K -456 -29%
BMWM
2231
Brown Miller Wealth Management
Virginia
$329K – – –
WDL
2232
Well Done LLC
Michigan
$329K +$15.6K +59 +6%
FP
2233
Financial Perspectives
Minnesota
$329K +$1.06K +4 +0.4%
GA
2234
Gateway Advisory
New Jersey
$328K – – –
TCM
2235
Tradewinds Capital Management
Washington
$326K -$6.6K -25 -2%
BAM
2236
Berkshire Asset Management
Pennsylvania
$326K -$1.32K -5 -0.4%
NAM
2237
NTV Asset Management
West Virginia
$326K – – –
CRI
2238
Colonial River Investments
Virginia
$326K +$2.38K +9 +0.8%
RWA
2239
River Wealth Advisors
Pennsylvania
$325K – – –
ACA
2240
Affinity Capital Advisors
California
$324K – – –
AMM
2241
American Money Management
California
$323K – – –
ARG
2242
Advisory Resource Group
Oklahoma
$323K +$62.1K +235 +27%
SGK
2243
Steigerwald Gordon & Koch
Virginia
$321K -$10.6K -40 -4%
BCM
2244
Bridgeway Capital Management
Texas
$321K – – –
SB
2245
Sunflower Bank
Texas
$321K +$9.77K +37 +3%
TAM
2246
Taurus Asset Management
New York
$321K +$291K +1,100 New
VIM
2247
Vista Investment Management
Pennsylvania
$319K -$2.38K -9 -0.8%
HWMA
2248
Heritage Wealth Management (Arizona)
Arizona
$319K +$34.6K +131 +14%
DE
2249
Day & Ennis
Georgia
$318K – – –
SCA
2250
Stonebridge Capital Advisors
Minnesota
$318K +$264 +1 +0.1%
88 89
90
91 92