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Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
2476
Oliver Luxxe Assets
New Jersey
$242K +$1.01K +25 +0.4%
VWA
2477
VERITY Wealth Advisors
United States
$240K -$16.4K -407 -7%
CWM
2478
CarsonAllaria Wealth Management
Illinois
$240K -$27.2K -675 -11%
PP
2479
Pacifica Partners
Canada
$240K +$2.98K +74 +1%
GPA
2480
Guidance Point Advisors
Massachusetts
$240K +$230K +5,710 New
BCM
2481
BlueCrest Capital Management
Jersey
$240K -$967K -23,985 -81%
FPCG
2482
Fort Pitt Capital Group
Pennsylvania
$239K -$12.1K -300 -5%
HI
2483
Hendershot Investments
Virginia
$239K -$10.4K -257 -4%
APC
2484
Aspire Private Capital
North Carolina
$239K +$24K +595 +12%
WCM
2485
Weik Capital Management
Pennsylvania
$238K -$15.1K -375 -6%
OPPS
2486
Obsidian Personal Planning Solutions
Maryland
$238K -$38.7K -959 -14%
HL
2487
HeadInvest LLC
Maine
$238K -$21.8K -540 -9%
SBWIC
2488
Schaper Benz & Wise Investment Counsel
Wisconsin
$237K +$228K +5,651 New
CPP
2489
Capasso Planning Partners
South Carolina
$237K +$228K +5,648 New
BWM
2490
Birchcreek Wealth Management
Ohio
$237K -$928 -23 -0.4%
AAS
2491
Asset Allocation Strategies
Michigan
$236K +$4.92K +122 +2%
MWA
2492
Muirfield Wealth Advisors
North Carolina
$235K -$282 -7 -0.1%
BF
2493
Blankinship & Foster
California
$235K – – –
GG
2494
GenWealth Group
New Jersey
$234K -$403 -10 -0.2%
AHB
2495
Abner Herrman & Brock
New Jersey
$234K – – –
BCM
2496
Blume Capital Management
California
$234K -$80.7K -2,000 -26%
AAM
2497
Aureus Asset Management
Massachusetts
$234K -$21.8K -540 -9%
WA
2498
WBH Advisory
Maryland
$233K -$21.3K -527 -9%
KAM
2499
KEB Asset Management
Illinois
$233K +$282 +7 +0.1%
SRC
2500
Sage Rhino Capital
California
$233K +$224K +5,547 New
98 99
100
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