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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
3926
Select Asset Management & Trust
Pennsylvania
$274K +$256K +2,650 New
MIAS
3927
Mason Investment Advisory Services
Virginia
$274K -$11.7K -121 -4%
WMS
3928
Wealth Management Solutions
Pennsylvania
$273K -$1.93K -20 -0.8%
GCM
3929
Gibraltar Capital Management
Oklahoma
$272K +$8.6K +89 +3%
MWM
3930
Moran Wealth Management
Florida
$272K +$255K +2,637 New
RCA
3931
Reitz Capital Advisors
Michigan
$272K – – –
CWM
3932
Catalyst Wealth Management
Georgia
$271K +$7.63K +79 +3%
AW
3933
Apricus Wealth
South Carolina
$271K -$966 -10 -0.4%
CC
3934
Capital Counsel
New York
$271K – – –
TI
3935
tru Independence
Oregon
$270K – – –
LSC
3936
Lesa Sroufe & Co
Washington
$269K -$29K -300 -10%
OWM
3937
Orgel Wealth Management
Wisconsin
$269K -$30.9K -320 -11%
MAM
3938
McCarthy Asset Management
California
$269K – – –
CIG
3939
Cairn Investment Group
Washington
$268K -$60.4K -625 -19%
BFP
3940
Beacon Financial Planning
Massachusetts
$268K +$250K +2,590 New
PI
3941
Pachira Investments
California
$267K -$309K -3,199 -55%
BAM
3942
Baldrige Asset Management
Pennsylvania
$267K +$120K +1,238 +92%
SRWM
3943
Shira Ridge Wealth Management
California
$266K -$90.8K -940 -27%
3IP
3944
3Chopt Investment Partners
Virginia
$265K +$196K +2,027 +377%
WWP
3945
Waypoint Wealth Partners
California
$265K +$248K +2,562 New
TDC
3946
Thompson Davis & Co
Virginia
$263K -$173K -1,790 -41%
MWM
3947
Maltin Wealth Management
New Jersey
$262K -$96.6K -1,000 -28%
FAM
3948
Frontier Asset Management
Wyoming
$262K -$135K -1,400 -36%
RCG
3949
Resource Consulting Group
Florida
$262K – – –
FTC
3950
Farmers Trust Company
Ohio
$262K -$8.21K -85 -3%
156 157
158
159 160