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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2701
CJM Wealth Advisers
Virginia
$284K -$78.9K -346 -24%
ACM
2702
Andina Capital Management
Utah
$284K -$99.2K -435 -29%
TFO
2703
Tarbox Family Office
California
$284K +$247K +1,085 New
WWM
2704
Westwood Wealth Management
California
$284K +$247K +1,085 New
AFS
2705
AFG Fiduciary Services
Massachusetts
$283K -$684 -3 -0.2%
RWM
2706
Reston Wealth Management
Virginia
$283K – – –
HFM
2707
Hartford Financial Management
Connecticut
$283K +$3.88K +17 +2%
WFPG
2708
Waller Financial Planning Group
Ohio
$283K +$6.16K +27 +3%
WPIC
2709
White Pine Investment Company
Michigan
$282K -$46.8K -205 -16%
MSA
2710
Marino Stram & Associates
Massachusetts
$282K +$13.9K +61 +6%
SHF
2711
Stage Harbor Financial
Massachusetts
$281K +$48.3K +212 +20%
HWM
2712
HRC Wealth Management
Idaho
$280K +$12.1K +53 +5%
IIC
2713
Integrated Investment Consultants
Michigan
$280K +$244K +1,071 New
WAM
2714
Wallington Asset Management
Indiana
$280K +$244K +1,070 New
MSCM
2715
McElhenny Sheffield Capital Management
Texas
$280K +$244K +1,070 New
AWM
2716
Altus Wealth Management
Kentucky
$278K -$61.6K -270 -20%
MFA
2717
Morling Financial Advisors
California
$278K -$21.9K -96 -8%
CMAI
2718
Capital Management Associates Inc
Minnesota
$278K +$242K +1,063 New
ODG
2719
O'Dell Group
Ohio
$277K +$242K +1,059 New
BWM
2720
Birchcreek Wealth Management
Ohio
$277K +$242K +1,059 New
VI
2721
VanderPol Investments
Michigan
$277K +$241K +1,057 New
FCIM
2722
Fairview Capital Investment Management
California
$276K – – –
FEM
2723
Fulcrum Equity Management
Texas
$275K -$73K -320 -23%
MSWMA
2724
Market Street Wealth Management Advisors
Indiana
$275K +$240K +1,053 New
HI
2725
Humankind Investments
New York
$275K -$38.8K -170 -14%
107 108
109
110 111