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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2701
Copperleaf Capital
North Carolina
$285K -$18.7K -82 -7%
LFA
2702
Lauterbach Financial Advisors
Texas
$285K – – –
CWA
2703
CJM Wealth Advisers
Virginia
$284K -$78.9K -346 -24%
ACM
2704
Andina Capital Management
Utah
$284K -$99.2K -435 -29%
TFO
2705
Tarbox Family Office
California
$284K +$247K +1,085 New
WWM
2706
Westwood Wealth Management
California
$284K +$247K +1,085 New
AFS
2707
AFG Fiduciary Services
Massachusetts
$283K -$684 -3 -0.2%
RWM
2708
Reston Wealth Management
Virginia
$283K – – –
HFM
2709
Hartford Financial Management
Connecticut
$283K +$3.88K +17 +2%
WFPG
2710
Waller Financial Planning Group
Ohio
$283K +$6.16K +27 +3%
WPIC
2711
White Pine Investment Company
Michigan
$282K -$46.8K -205 -16%
MSA
2712
Marino Stram & Associates
Massachusetts
$282K +$13.9K +61 +6%
SHF
2713
Stage Harbor Financial
Massachusetts
$281K +$48.3K +212 +20%
HWM
2714
HRC Wealth Management
Idaho
$280K +$12.1K +53 +5%
IIC
2715
Integrated Investment Consultants
Michigan
$280K +$244K +1,071 New
WAM
2716
Wallington Asset Management
Indiana
$280K +$244K +1,070 New
MSCM
2717
McElhenny Sheffield Capital Management
Texas
$280K +$244K +1,070 New
AWM
2718
Altus Wealth Management
Kentucky
$278K -$61.6K -270 -20%
MFA
2719
Morling Financial Advisors
California
$278K -$21.9K -96 -8%
CMAI
2720
Capital Management Associates Inc
Minnesota
$278K +$242K +1,063 New
ODG
2721
O'Dell Group
Ohio
$277K +$242K +1,059 New
BWM
2722
Birchcreek Wealth Management
Ohio
$277K +$242K +1,059 New
VI
2723
VanderPol Investments
Michigan
$277K +$241K +1,057 New
FCIM
2724
Fairview Capital Investment Management
California
$276K – – –
FEM
2725
Fulcrum Equity Management
Texas
$275K -$73K -320 -23%
107 108
109
110 111