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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1101
Winthrop Capital Management
Indiana
$265K +$2.88K +22 +2%
TCM
1102
Traynor Capital Management
Pennsylvania
$262K +$192K +1,467 New
ZIG
1103
Zuckerman Investment Group
Illinois
$262K -$55K -420 -22%
MWS
1104
MFA Wealth Services
California
$262K +$192K +1,465 New
KFSC
1105
Keystone Financial Services (Colorado)
Colorado
$260K +$191K +1,457 New
MPWS
1106
McCarter Private Wealth Services
Massachusetts
$259K +$190K +1,451 New
WC
1107
Whitney & Co
New York
$258K +$189K +1,445 New
PWMG
1108
Pinnacle Wealth Management Group
Michigan
$258K +$189K +1,443 New
WG
1109
Welch Group
Alabama
$258K +$189K +1,442 New
AWS
1110
Arkfeld Wealth Strategies
Nebraska
$255K +$178K +1,357 New
EWA
1111
Exencial Wealth Advisors
Oklahoma
$252K +$184K +1,408 New
ACM
1112
Alta Capital Management
Utah
$251K +$184K +1,402 New
CPCM
1113
Cardinal Point Capital Management
Ontario, Canada
$250K +$183K +1,400 New
KFC
1114
Klingenstein Fields & Co
New York
$250K +$183K +1,400 New
MWM
1115
Modern Wealth Management
Kansas
$248K -$75.1K -573 -29%
TPCM
1116
Templeton & Phillips Capital Management
Tennessee
$248K +$181K +1,385 New
SAG
1117
SageView Advisory Group
California
$246K +$180K +1,377 New
DOA
1118
D'Orazio & Associates
Virginia
$243K +$178K +1,362 New
BWM
1119
Bulltick Wealth Management
Florida
$242K +$178K +1,355 New
WAM
1120
Wolverine Asset Management
Illinois
$242K +$178K +1,355 New
CWS
1121
Cypress Wealth Services
California
$240K +$176K +1,343 New
W
1122
WealthCollab
Washington
$238K +$27.8K +212 +19%
SCM
1123
Shelton Capital Management
Colorado
$237K -$339K -2,585 -66%
FCBT
1124
First Citizens Bank & Trust
North Carolina
$236K +$173K +1,320 New
JWWM
1125
Johnson & White Wealth Management
Pennsylvania
$235K +$172K +1,316 New
43 44
45
46 47