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Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
2376
Valtinson Bruner Financial Planning
Minnesota
$288K +$43.3K +770 +19%
SRCM
2377
Swift Run Capital Management
Virginia
$287K +$16.9K +300 +6%
CCM
2378
Crabel Capital Management
California
$287K +$293K +5,212 New
NWA
2379
New World Advisors
Massachusetts
$286K – – –
WIA
2380
World Investment Advisors
California
$286K +$31.2K +554 +13%
RZH
2381
Relyea Zuckerberg Hanson
Connecticut
$285K -$23.7K -421 -8%
PTB
2382
Pioneer Trust Bank
Oregon
$284K -$547K -9,722 -65%
AAMC
2383
Asset Allocation & Management Company
Illinois
$284K -$13.7K -243 -5%
NAM
2384
North American Management
Massachusetts
$284K -$10.9K -193 -4%
FC
2385
Ferris Capital
Massachusetts
$283K +$33.4K +594 +13%
NCM
2386
Novare Capital Management
North Carolina
$281K +$287K +5,103 New
SCM
2387
Stonehearth Capital Management
Massachusetts
$280K +$4.61K +82 +2%
HWA
2388
HHM Wealth Advisors
Tennessee
$279K -$11.9K -212 -4%
CA
2389
Callahan Advisors
Texas
$279K -$11.2K -199 -4%
AWMF
2390
Arbor Wealth Management (Florida)
Florida
$279K -$5.79K -103 -2%
PPCM
2391
Pillar Pacific Capital Management
California
$278K – – –
1W
2392
1776 Wealth
Georgia
$277K +$10.4K +184 +4%
RVPG
2393
Relative Value Partners Group
$276K +$67.6K +1,201 +32%
BCM
2394
Bayesian Capital Management
New York
$276K +$281K +5,000 New
BFWA
2395
Benchmark Financial Wealth Advisors
Florida
$276K +$281K +5,003 New
SAM
2396
Shikiar Asset Management
New York
$275K – – –
RW
2397
REDW Wealth
New Mexico
$275K +$4.72K +84 +2%
IA
2398
IFG Advisors
Missouri
$274K +$169 +3 +0.1%
AFS
2399
Axiom Financial Strategies
Indiana
$273K -$21.5K -383 -7%
HIIFS
2400
Harel Insurance Investments & Financial Services
Israel
$273K -$8.21K -146 -3%
94 95
96
97 98