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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2451
Vivaldi Capital Management
Illinois
$533K -$49.1K -240 -9%
TWM
2452
TMD Wealth Management
Arizona
$532K +$497K +2,431 New
BMCM
2453
Bryn Mawr Capital Management
Pennsylvania
$529K +$62.2K +304 +14%
DWA
2454
Dougherty Wealth Advisers
Minnesota
$528K – – –
TA
2455
Trellis Advisors
Washington
$528K +$3.48K +17 +0.7%
RIM
2456
Rockbridge Investment Management
New York
$528K +$11.9K +58 +2%
CWC
2457
Carolinas Wealth Consulting
North Carolina
$528K +$141K +688 +40%
VFM
2458
Vivid Financial Management
California
$528K +$204K +996 +70%
P
2459
Palladiem
Pennsylvania
$526K +$492K +2,406 New
AFS
2460
Aft Forsyth & Sober
Florida
$525K +$491K +2,400 New
OWA
2461
One Wealth Advisors
California
$525K +$492K +2,402 New
BRG
2462
Bay Rivers Group
Virginia
$524K +$40.7K +199 +9%
SRC
2463
Shufro Rose & Co
New York
$524K +$181K +886 +59%
FFG
2464
Frisch Financial Group
New York
$523K +$614 +3 +0.1%
TCM
2465
Tuttle Capital Management
Connecticut
$522K +$8.39K +41 +2%
TI
2466
Truepoint Inc
Ohio
$521K +$488K +2,383 New
WOC
2467
West Oak Capital
California
$519K -$17.4K -85 -3%
TF
2468
Tompkins Financial
New York
$518K -$130K -636 -21%
RBFC
2469
Roman Butler Fullerton & Co
Missouri
$518K +$87.4K +427 +22%
MWP
2470
Madison Wealth Partners
Wisconsin
$518K +$485K +2,369 New
COF
2471
Capital One Financial
Virginia
$515K -$747K -3,648 -61%
CWM
2472
CCG Wealth Management
California
$514K +$480K +2,348 New
OR
2473
Olympiad Research
Connecticut
$514K +$481K +2,352 New
HFS
2474
Howard Financial Services
Texas
$512K +$479K +2,340 New
CIM
2475
Confluence Investment Management
Missouri
$508K -$43.4K -212 -8%
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