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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1901
CGC Financial Services
Oregon
$257K -$2.94K -30 -1%
FP
1902
Foundry Partners
Minnesota
$256K -$48.1K -490 -15%
G
1903
GenTrust
Florida
$256K – – –
VWMG
1904
Virginia Wealth Management Group
Virginia
$255K +$1.57K +16 +0.6%
CPRC
1905
Consolidated Portfolio Review Corp
New York
$255K +$16.9K +172 +7%
IAG
1906
Investment Advisory Group
Massachusetts
$255K +$2.36K +24 +0.9%
HC
1907
Hendley & Co
Ohio
$253K -$14.7K -150 -5%
OCPWS
1908
One Charles Private Wealth Services
Massachusetts
$252K -$1.96K -20 -0.7%
PAM
1909
Peak Asset Management
Colorado
$252K – – –
CWC
1910
Carolinas Wealth Consulting
North Carolina
$252K +$883 +9 +0.3%
IFPG
1911
Intrepid Financial Planning Group
Indiana
$251K – – –
AWP
1912
Ascent Wealth Partners
New York
$251K -$1.52M -15,443 -85%
AR
1913
Apeiron RIA
Texas
$251K +$23.5K +239 +10%
BDFN
1914
Bond & Devick Financial Network
Minnesota
$251K – – –
JAG
1915
Journey Advisory Group
Kentucky
$250K – – –
BBWP
1916
Beacon Bridge Wealth Partners
Pennsylvania
$249K +$268K +2,731 New
JWA
1917
JFS Wealth Advisors
Pennsylvania
$249K +$42.9K +437 +19%
CA
1918
Cornerstone Advisory
Maryland
$249K -$186K -1,896 -41%
THWM
1919
Taylor Hoffman Wealth Management
Virginia
$249K – – –
PAMG
1920
Patton Albertson Miller Group
Tennessee
$249K +$3.14K +32 +1%
LHC
1921
Little House Capital
Massachusetts
$249K -$4.32K -44 -2%
KCM
1922
Kanawha Capital Management
Virginia
$249K -$5.89K -60 -2%
BHC
1923
Bowen Hanes & Co
Florida
$248K – – –
CIC
1924
Chilton Investment Company
Connecticut
$248K +$267K +2,720 New
LCWP
1925
Legacy Capital Wealth Partners
Arkansas
$246K +$265K +2,698 New
75 76
77
78 79