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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
5151
Argyle Capital Management
Pennsylvania
$331K – – –
CTC
5152
Corundum Trust Company
South Dakota
$328K +$9.33K +43 +3%
SWM
5153
Schwallier Wealth Management
Michigan
$327K +$111K +510 +42%
EHAM
5154
Eagle Harbor Asset Management
Washington
$326K +$26.3K +121 +8%
TCM
5155
TABR Capital Management
California
$323K -$145K -668 -28%
AMIM
5156
Aull & Monroe Investment Management
Alabama
$323K – – –
EWA
5157
EQ Wealth Advisors
Texas
$323K – – –
CCA
5158
Cypress Capital Advisors
Tennessee
$322K +$84.6K +390 +30%
HSWM
5159
Hubbell Strickland Wealth Management
Louisiana
$322K +$2.6K +12 +0.7%
SWM
5160
Stark Wealth Management
Pennsylvania
$322K -$1.02M -4,680 -73%
RA
5161
Rodgers & Associates
Pennsylvania
$322K +$73.8K +340 +25%
CTWM
5162
Cherry Tree Wealth Management
Minnesota
$321K -$39.1K -180 -10%
GPA
5163
Guidance Point Advisors
Massachusetts
$321K +$22.8K +105 +7%
EWM
5164
Endowment Wealth Management
Wisconsin
$321K +$12.2K +56 +3%
BCM
5165
Birch Capital Management
Texas
$320K – – –
CPA
5166
Court Place Advisors
Maryland
$319K +$20.2K +93 +6%
FPCG
5167
Forum Private Client Group
Indiana
$319K +$17.1K +79 +5%
FWM
5168
FMA Wealth Management
Massachusetts
$318K – – –
CC
5169
Capstone Capital
Nevada
$318K +$49.3K +227 +16%
FWA
5170
FOCUS Wealth Advisors
Texas
$318K – – –
MPW
5171
MA Private Wealth
California
$316K +$361K +1,663 New
FWM
5172
FSA Wealth Management
Massachusetts
$316K -$20.6K -95 -5%
MIAS
5173
Mason Investment Advisory Services
Virginia
$316K -$204K -940 -36%
AFS
5174
Anderson Financial Strategies
Ohio
$316K +$348K +1,602 +2,762%
RWM
5175
Rialto Wealth Management
New York
$315K +$31.5K +145 +10%
205 206
207
208 209