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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2126
Wayfinding Financial
Washington
$383K +$29.8K +739 +8%
AHL
2127
Abel Hall LLC
Louisiana
$382K +$11.2K +278 +3%
VA
2128
Verdad Advisers
Massachusetts
$382K +$367K +9,109 New
BFO
2129
Biltmore Family Office
North Carolina
$382K -$13.1K -326 -3%
CT
2130
Coastline Trust
Rhode Island
$382K -$10K -248 -3%
ATFA
2131
All Terrain Financial Advisors
Minnesota
$381K -$27.7K -687 -7%
PWM
2132
Paulson Wealth Management
Illinois
$379K -$67.2K -1,667 -16%
GIM
2133
Groesbeck Investment Management
New Jersey
$379K +$365K +9,040 New
VAG
2134
VisionPoint Advisory Group
Texas
$378K -$12.9K -319 -3%
VFPI
2135
Vantage Financial Partners (Illinois)
Illinois
$378K -$105K -2,600 -22%
QIM
2136
Quest Investment Management
Oregon
$378K – – –
RRA
2137
Round Rock Advisors
Connecticut
$377K -$6.7K -166 -2%
LWCFA
2138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$377K +$32.3K +800 +9%
CAWM
2139
Capital Advisors Wealth Management
Washington
$377K +$106K +2,635 +42%
DWA
2140
Delap Wealth Advisory
Oregon
$376K +$362K +8,966 New
CIAS
2141
CFS Investment Advisory Services
New Jersey
$376K +$2.74K +68 +0.8%
MAWCM
2142
Mine & Arao Wealth Creation & Management
California
$376K -$8.71K -216 -2%
CFS
2143
CRA Financial Services
New Jersey
$375K -$22.2K -550 -6%
MLFP
2144
MPS Loria Financial Planners
Illinois
$375K -$32K -793 -8%
SIC
2145
Sterling Investment Counsel
New York
$375K +$887 +22 +0.2%
CB
2146
Centennial Bank
Arkansas
$375K -$5.41K -134 -1%
NL
2147
Navalign LLC
California
$374K -$38.3K -949 -10%
AWG
2148
Altus Wealth Group
Colorado
$374K +$2.54K +63 +0.7%
COCM
2149
Charter Oak Capital Management
New Hampshire
$373K +$161 +4 +0%
FOA
2150
Five Oceans Advisors
California
$371K +$2.3K +57 +0.6%
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86
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