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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
4151
Verus Financial Partners
Virginia
$249K -$150K -467 -39%
TIM
4152
Total Investment Management
Arizona
$249K – – –
CA
4153
Carson Advisory
Georgia
$248K +$15.1K +47 +7%
MAM
4154
MMA Asset Management
Pennsylvania
$248K -$17.7K -55 -7%
AWM
4155
Aberdeen Wealth Management
Illinois
$247K -$195K -606 -46%
HNWA
4156
Henrickson Nauta Wealth Advisors
Michigan
$247K +$231K +720 New
LAM
4157
Lakewood Asset Management
Illinois
$246K +$321 +1 +0.1%
PCMF
4158
Private Capital Management (Florida)
Florida
$245K – – –
B
4159
Bayban
Minnesota
$245K -$5.14K -16 -2%
ADMI
4160
Albert D. Mason Inc
Massachusetts
$245K -$1.28K -4 -0.6%
HEM
4161
Henson-Edgewater Management
Ohio
$245K -$106K -330 -33%
RCA
4162
Rose Capital Advisors
Florida
$245K +$229K +713 New
CFP
4163
Comprehensive Financial Planning
Pennsylvania
$245K +$321 +1 +0.1%
AWM
4164
Austin Wealth Management
Texas
$244K -$1.93K -6 -0.9%
HFS
4165
Hoge Financial Services
Pennsylvania
$243K +$228K +709 New
TCM
4166
Triumph Capital Management
Colorado
$243K -$35.6K -111 -14%
BCM
4167
Boltwood Capital Management
California
$242K +$11.2K +35 +5%
MWA
4168
Monograph Wealth Advisors
California
$242K -$439K -1,366 -66%
OHIS
4169
Oak Harvest Investment Services
Texas
$241K -$59.4K -185 -21%
RP
4170
Rowlandmiller & Partners
Georgia
$241K +$24.1K +75 +12%
JLBC
4171
J.L. Bainbridge & Co
Florida
$241K +$1.93K +6 +0.9%
AIA
4172
Accelerate Investment Advisors
California
$241K -$31.8K -99 -12%
BS
4173
Brighton Securities
New York
$241K -$3.53K -11 -2%
PGWM
4174
Pitti Group Wealth Management
New York
$240K – – –
HP
4175
Highlander Partners
Texas
$240K – – –
165 166
167
168 169