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Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
2976
Quest 10 Wealth Builders
Virginia
$169K -$3.15K -68 -2%
CFM
2977
Cornerstone Financial Management
Massachusetts
$169K +$73.6K +1,589 +90%
RF
2978
Roxbury Financial
New Jersey
$167K +$602 +13 +0.4%
SEP
2979
Signature Equity Partners
Ohio
$165K +$742 +16 +0.5%
SA
2980
Scarborough Advisors
Maryland
$163K +$43.8K +946 +41%
AP
2981
Aspect Partners
Virginia
$162K +$139 +3 +0.1%
GBT
2982
Grove Bank & Trust
Florida
$161K -$6.21K -134 -4%
BIA
2983
Bell Investment Advisors
California
$160K +$18.4K +396 +14%
GKIM
2984
GW&K Investment Management
Massachusetts
$159K +$5.65K +122 +4%
VWA
2985
VSM Wealth Advisory
Maryland
$159K +$5.14K +111 +4%
BFPW
2986
BOK Financial Private Wealth
Colorado
$159K +$4.73K +102 +3%
SNB
2987
Security National Bank
Nebraska
$157K – – –
JFA
2988
JNBA Financial Advisors
Minnesota
$155K -$3.57K -77 -2%
WA
2989
Westfuller Advisors
New York
$154K +$65.9K +1,422 +87%
SIS
2990
Strategic Investment Solutions
Illinois
$151K +$11.6K +251 +9%
PWMA
2991
Pension & Wealth Management Advisors
Massachusetts
$151K -$33.2K -716 -19%
CAL
2992
Capital Advisors Ltd
Ohio
$151K -$12.3K -265 -8%
AWM
2993
Abound Wealth Management
Tennessee
$149K +$50.4K +1,087 +58%
SRCM
2994
Signature Resources Capital Management
California
$148K -$46.9K -1,011 -26%
OAJ
2995
Ogorek Anthony Joseph
New York
$148K -$2.09K -45 -2%
NL
2996
NVWM LLC
Pennsylvania
$147K +$5.93K +128 +5%
RBC
2997
Roble Belko & Company
Pennsylvania
$142K – – –
NECFA
2998
New England Capital Financial Advisors
Connecticut
$141K -$8.95K -193 -6%
RWM
2999
Rialto Wealth Management
New York
$141K +$1.34K +29 +1%
RPA
3000
Redwood Park Advisors
California
$140K +$417 +9 +0.3%
118 119
120
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