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Name Holding Trade Value Shares
Change 		Change in
Stake
CMAI
1651
Capital Management Associates Inc
Minnesota
$264K +$234K +1,490 New
ISFAN
1652
Investor's Fiduciary Advisor Network
Washington
$263K +$233K +1,486 New
CPWA
1653
Cerro Pacific Wealth Advisors
California
$263K +$2.67K +17 +1%
JC
1654
JB Capital
Connecticut
$263K -$6.12K -39 -3%
DJSG
1655
D.J. St. Germain
Massachusetts
$263K – – –
MP
1656
McDonald Partners
Ohio
$262K -$264K -1,684 -53%
DWA
1657
Douglass Winthrop Advisors
New York
$261K – – –
W
1658
WealthCollab
Washington
$261K – – –
TIA
1659
Traphagen Investment Advisors
New Jersey
$260K +$231K +1,471 New
PCM
1660
Presidio Capital Management
California
$260K -$6.28K -40 -3%
WJA
1661
Willis Johnson & Associates
Texas
$260K -$69.2K -441 -23%
AL
1662
ADE LLC
Maryland
$259K – – –
AIIMS
1663
Analyst IMS Investment Management Services
Israel
$259K – – –
DA
1664
Dash Acquisitions
California
$258K -$7.85K -50 -3%
SF
1665
Slagle Financial
Illinois
$257K -$8K -51 -3%
MWP
1666
Meridian Wealth Partners
Pennsylvania
$256K +$19K +121 +9%
RYIA
1667
Roehl & Yi Investment Advisors
Oregon
$256K +$227K +1,444 New
RFA
1668
RTD Financial Advisors
Pennsylvania
$255K – – –
EIM
1669
Ervin Investment Management
Washington
$253K – – –
PAM
1670
Palisade Asset Management
Minnesota
$253K – – –
TCWM
1671
Total Clarity Wealth Management
Illinois
$253K +$224K +1,429 New
SI
1672
Saxon Interests
Texas
$252K +$224K +1,425 New
LSA
1673
L & S Advisors
California
$251K +$223K +1,420 New
VBCG
1674
Valley Brook Capital Group
Pennsylvania
$250K -$35.3K -225 -14%
V
1675
ViaWealth
Kansas
$250K +$222K +1,413 New
65 66
67
68 69