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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1701
Bridgewater Advisors
New York
$291K -$23.1K -255 -8%
CWM
1702
Cabot Wealth Management
Massachusetts
$291K – – –
KIA
1703
Knollwood Investment Advisory
Maryland
$290K – – –
FC
1704
Fulcrum Capital
Washington
$290K – – –
NA
1705
Nordwand Advisors
Pennsylvania
$289K +$43K +475 +18%
PCM
1706
Permanent Capital Management
Illinois
$288K +$3.26K +36 +1%
WBG
1707
Wharton Business Group
Pennsylvania
$287K – – –
BPW
1708
Bingham Private Wealth
California
$287K +$277K +3,062 New
TWP
1709
Tempus Wealth Planning
California
$286K +$814 +9 +0.3%
WSCM
1710
Wellington Shields Capital Management
New York
$286K – – –
I
1711
InvesTrust
Oklahoma
$286K – – –
OHIS
1712
Oak Harvest Investment Services
Texas
$285K +$276K +3,050 New
KA
1713
Klingman & Associates
New York
$285K -$9.95K -110 -3%
SWM
1714
Sterling Wealth Management
Illinois
$285K +$276K +3,049 New
NWM
1715
Northwest Wealth Management
Iowa
$284K +$275K +3,037 New
PWP
1716
Perfromance Wealth Partners
Illinois
$284K +$275K +3,036 New
NRC
1717
New Republic Capital
North Carolina
$284K +$81.7K +903 +42%
TAFW
1718
Tred Avon Family Wealth
Maryland
$284K -$82.8K -916 -23%
SFC
1719
SYM Financial Corp
Indiana
$284K +$22.9K +253 +9%
IWP
1720
Insight Wealth Partners
Texas
$283K +$2.53K +28 +0.9%
MCCA
1721
Mill Creek Capital Advisors
Pennsylvania
$281K -$543 -6 -0.2%
ABLA
1722
Alan B. Lancz & Associates
Ohio
$280K – – –
AWM
1723
Atticus Wealth Management
Florida
$279K -$137K -1,517 -34%
CAM
1724
CenterStar Asset Management
Illinois
$279K +$269K +2,979 New
PWA
1725
Physician Wealth Advisors
Utah
$279K -$18.1K -200 -6%
67 68
69
70 71