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Name Holding Trade Value Shares
Change 		Change in
Stake
VL
2351
Vima LLC
Michigan
$10.5K -$13.2K -775 -57%
AFG
2352
Albion Financial Group
Utah
$10.1K +$51 +3 +0.5%
CG
2353
Cutler Group
California
$10K -$1.44M -84,371 -99%
SHIM
2354
Stone House Investment Management
Pennsylvania
$9.89K +$4.61K +270 +92%
KSWA
2355
Kathleen S. Wright Associates
Pennsylvania
$9.77K +$9.48K +555 New
CCM
2356
Copeland Capital Management
Pennsylvania
$9.71K – – –
SR
2357
Syntax Research
Florida
$9.43K – – –
EWM
2358
Evermay Wealth Management
Virginia
$9.33K +$2.89K +169 +47%
PCWA
2359
Pacific Capital Wealth Advisors
California
$9.24K – – –
WOC
2360
West Oak Capital
California
$9K -$5.12K -300 -38%
YAL
2361
Your Advocates Ltd
Texas
$8.8K +$8.54K +500 New
CMA
2362
Cedar Mountain Advisors
Oregon
$8.67K +$1.66K +97 +24%
MBFW
2363
Morton Brown Family Wealth
Pennsylvania
$8.57K -$36.5K -2,135 -81%
OCM
2364
Orion Capital Management
California
$8.06K – – –
CAC
2365
Core Alternative Capital
Georgia
$7.97K -$7.16K -419 -48%
GC
2366
Gould Capital
Washington
$7.74K +$120 +7 +2%
DCM
2367
Davis Capital Management
Florida
$7.44K – – –
W
2368
WealthCollab
Washington
$7.38K +$1.6K +94 +29%
NC
2369
NewSquare Capital
Pennsylvania
$7.26K -$5.82K -341 -45%
CTC
2370
Cetera Trust Company
Minnesota
$7.22K – – –
MCM
2371
MidAtlantic Capital Management
Virginia
$7.04K – – –
PFA
2372
Pathway Financial Advisers
Indiana
$7.04K +$6.83K +400 New
TCA
2373
Trifecta Capital Advisors
Illinois
$6.99K – – –
EWP
2374
Elevation Wealth Partners
California
$6.67K -$3.93K -230 -38%
GFL
2375
Granite FO LLC
New Hampshire
$6.18K – – –
93 94
95
96 97