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Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1776
Wimmer Associates 1
California
$275K -$283K -2,580 -50%
CWS
1777
Cypress Wealth Services
California
$275K +$8.9K +81 +3%
MIM
1778
MTM Investment Management
South Carolina
$275K – – –
ABWM
1779
Alpine Bank Wealth Management
Colorado
$275K +$287K +2,611 New
MCAI
1780
Members Capital Advisors Inc
Wisconsin
$274K – – –
MMG
1781
Monetary Management Group
Missouri
$274K -$5.49K -50 -2%
DAC
1782
Dividend Assets Capital
South Carolina
$274K -$2.2K -20 -0.8%
WTG
1783
West Tower Group
Virginia
$274K +$286K +2,600 New
KCM
1784
Kathmere Capital Management
Pennsylvania
$274K +$17.2K +157 +6%
FCCM
1785
First City Capital Management
Georgia
$271K – – –
PMSA
1786
Patrick M. Sweeney & Associates
Illinois
$271K +$35.9K +327 +15%
CA
1787
Cornerstone Advisory
Maryland
$270K +$1.54K +14 +0.5%
EIA
1788
Edgemoor Investment Advisors
Maryland
$269K +$6.48K +59 +2%
CRIG
1789
Charter Research & Investment Group
Connecticut
$268K – – –
AL
1790
Aspiriant LLC
California
$267K -$25.3K -230 -8%
TWM
1791
Trueblood Wealth Management
Ohio
$266K -$5.82K -53 -2%
KWM
1792
Kolinsky Wealth Management
New Jersey
$265K -$14.2K -129 -5%
CPIA
1793
Cornell Pochily Investment Advisors
New York
$265K -$80K -728 -22%
MAWA
1794
Moss Adams Wealth Advisors
Washington
$265K +$276K +2,513 New
AWAP
1795
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$264K +$27.9K +254 +11%
APA
1796
Astoria Portfolio Advisors
New York
$264K +$18.7K +170 +8%
PEP
1797
Pickering Energy Partners
Texas
$263K -$143K -1,300 -34%
MCM
1798
Monarch Capital Management
Indiana
$262K – – –
PPWM
1799
Paragon Private Wealth Management
Kentucky
$262K +$35.9K +327 +15%
SIC
1800
Shoker Investment Counsel
Ohio
$262K +$879 +8 +0.3%
70 71
72
73 74