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Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
301
Vista Investment Management
Pennsylvania
$351K -$22.6K -125 -6%
CH
302
Cromwell Holdings
Wyoming
$351K +$28.2K +156 +8%
ACA
303
Atlas Capital Advisors
Wyoming
$346K – – –
HC
304
Henshaw Capital
Massachusetts
$344K -$325K -1,798 -47%
WA
305
Wambolt & Associates
Colorado
$341K -$83.8K -463 -19%
SRL
306
Scientech Research LLC
New Jersey
$336K +$352K +1,948 New
CAM
307
Cresset Asset Management
Illinois
$328K -$329K -1,818 -49%
MM
308
MQS Management
New York
$325K +$342K +1,888 New
KTM
309
Keeler Thomas Management
Utah
$323K -$543 -3 -0.2%
1WA
310
180 Wealth Advisors
Washington
$321K -$2.71K -15 -0.8%
MHR
311
Matthew Hamilton Rosenberg
$320K -$2.35K -13 -0.7%
BFG
312
Berger Financial Group
Minnesota
$316K -$6.15K -34 -2%
CIA
313
Concurrent Investment Advisors
Florida
$312K -$1.63K -9 -0.5%
FFA
314
Farther Finance Advisors
California
$311K +$126K +698 +63%
PAS
315
PKS Advisory Services
New York
$311K +$2.71K +15 +0.8%
TW
316
Traveka Wealth
California
$309K -$39.4K -218 -11%
NHC
317
Nicholas Hoffman & Company
Georgia
$308K -$8.5K -47 -3%
FHA
318
First Horizon Advisors
Tennessee
$308K +$22.8K +126 +8%
PWPS
319
Pinnacle Wealth Planning Services
Ohio
$307K +$85.7K +474 +36%
GS
320
GTS Securities
Florida
$307K +$322K +1,782 New
NP
321
Nilsine Partners
Colorado
$305K +$31.7K +175 +11%
DCM
322
DGS Capital Management
New Jersey
$300K -$26K -144 -8%
DC
323
Davenport & Co
Virginia
$299K -$52.1K -288 -14%
ATIA
324
American Trust Investment Advisors
New Hampshire
$295K – – –
GWM
325
Graybill Wealth Management
Illinois
$294K -$5.43K -30 -2%
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