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Name Holding Trade Value Shares
Change 		Change in
Stake
VR
3601
Valued Retirements
Texas
$294K – – –
RW
3602
Rede Wealth
Virginia
$293K -$38.3K -93 -11%
OW
3603
Olistico Wealth
Oklahoma
$293K +$309K +751 +1,976%
AP
3604
Appleton Partners
Massachusetts
$293K -$29.2K -71 -8%
TAM
3605
Townsend Asset Management
North Carolina
$293K +$136K +331 +72%
FFO
3606
Fiduciary Family Office
Florida
$292K -$4.94K -12 -2%
BMCM
3607
Black Maple Capital Management
Wisconsin
$292K – – –
WRM
3608
Weybosset Research & Management
Rhode Island
$292K +$41.2K +100 +15%
WFG
3609
Wills Financial Group
Virginia
$292K – – –
TFP
3610
Tilia Fiduciary Partners
North Carolina
$291K +$7.42K +18 +2%
AFW
3611
Atlantic Family Wealth
Florida
$291K +$89K +216 +38%
BCM
3612
Boreal Capital Management
Florida
$291K +$412 +1 New
S4W
3613
Solutions 4 Wealth
Texas
$291K +$6.59K +16 +2%
EF
3614
Elite Financial
Idaho
$290K +$24.7K +60 +8%
AIA
3615
Alternative Investment Advisors
Florida
$290K +$11.5K +28 +4%
CAP
3616
Columbia Advisory Partners
Washington
$290K +$5.36K +13 +2%
OCPWS
3617
One Charles Private Wealth Services
Massachusetts
$289K +$18.9K +46 +6%
FCFC
3618
First Commonwealth Financial Corp
Pennsylvania
$289K +$20.2K +49 +7%
FG
3619
Fairman Group
Pennsylvania
$288K – – –
TCM
3620
Tradewinds Capital Management
Washington
$288K -$98.9K -240 -24%
MAA
3621
Mraz Amerine & Associates
California
$287K -$11.5K -28 -3%
SA
3622
SAM Advisors
California
$287K +$52.7K +128 +20%
VI
3623
VectorGlobal IAG
Florida
$287K +$318K +771 New
WCM
3624
WealthTrak Capital Management
Virginia
$287K -$2.88K -7 -0.9%
LFS
3625
Littlejohn Financial Services
Oregon
$287K +$2.06K +5 +0.7%
143 144
145
146 147