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Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
3451
WealthCare Investment Partners
Rhode Island
$397K – – –
PFA
3452
Professional Financial Advisors
Nebraska
$397K -$610K -1,534 -62%
PC
3453
Permanens Capital
New York
$397K +$375K +944 New
MCM
3454
Mengis Capital Management
Oregon
$396K – – –
VWM
3455
Vertrix Wealth Management
Michigan
$396K -$12.7K -32 -3%
DMBA
3456
Deseret Mutual Benefit Administrators
Utah
$395K -$28.6K -72 -7%
WWMP
3457
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$395K +$3.98K +10 +1%
PWA
3458
Primoris Wealth Advisors
Florida
$395K -$1.12M -2,823 -75%
BCM
3459
Buckhead Capital Management
Georgia
$395K +$14.3K +36 +4%
FNBOMD
3460
First National Bank of Mount Dora
Florida
$395K – – –
PAMS
3461
Pinpoint Asset Management (Singapore)
$394K +$104K +262 +39%
KA
3462
Kooman & Associates
Pennsylvania
$394K -$17.9K -45 -5%
DA
3463
Drake & Associates
Wisconsin
$394K -$6.76K -17 -2%
CT
3464
Clearstead Trust
Maine
$393K -$3.58K -9 -1%
BWM
3465
BankPlus Wealth Management
Mississippi
$393K -$4.38K -11 -1%
PCM
3466
Palisade Capital Management
New Jersey
$393K -$2.78K -7 -0.7%
WFPG
3467
Waller Financial Planning Group
Ohio
$393K +$3.98K +10 +1%
GK
3468
Graney & King
New York
$392K +$14.7K +37 +4%
ODFS
3469
O'Donnell Financial Services
California
$392K +$371K +932 New
SRWM
3470
Shira Ridge Wealth Management
California
$389K +$1.19K +3 +0.3%
RW
3471
Rockport Wealth
Ohio
$389K +$368K +925 New
FNWM
3472
Financial Network Wealth Management
Utah
$389K +$11.5K +29 +3%
KHC
3473
Koesten Hirschmann & Crabtree
Kansas
$389K -$5.57K -14 -1%
FWS
3474
FinDec Wealth Services
California
$389K +$9.15K +23 +3%
BMCM
3475
Burns Matteson Capital Management
New York
$388K -$44.9K -113 -11%
137 138
139
140 141