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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1826
Mattern Wealth Management
Kansas
$257K +$217K +1,285 New
TCM
1827
Traynor Capital Management
Pennsylvania
$256K -$19.8K -117 -8%
FSA
1828
Fort Sheridan Advisors
Illinois
$256K +$217K +1,283 New
JGC
1829
J. Goldman & Co
New York
$255K -$651K -3,855 -75%
SCM
1830
Stevens Capital Management
Pennsylvania
$255K +$216K +1,277 New
JCM
1831
Jacobsen Capital Management
Utah
$255K +$215K +1,274 New
WMA
1832
West Michigan Advisors
Michigan
$252K +$213K +1,262 New
EW
1833
Element Wealth
Mississippi
$252K +$213K +1,260 New
PCMC
1834
Private Capital Management (Colorado)
Colorado
$252K +$213K +1,259 New
BMC
1835
Beaton Management Company
Massachusetts
$250K +$211K +1,250 New
DIM
1836
Delta Investment Management
California
$249K +$211K +1,247 New
KA
1837
Klingman & Associates
New York
$249K +$210K +1,246 New
BFC
1838
Bedel Financial Consulting
Indiana
$248K +$210K +1,242 New
FC
1839
Forte Capital
New York
$247K +$209K +1,236 New
AWM
1840
Accurate Wealth Management
Florida
$247K -$363K -2,150 -63%
FWM
1841
FFT Wealth Management
Pennsylvania
$246K +$208K +1,233 New
CPA
1842
Capital Planning Advisors
California
$245K +$207K +1,228 New
MAG
1843
MRA Advisory Group
New Jersey
$245K +$207K +1,228 New
CWM
1844
Centric Wealth Management
Illinois
$245K +$207K +1,226 New
HWA
1845
Heritage Wealth Advisors
Virginia
$245K -$17.6K -104 -8%
BW
1846
Bison Wealth
Georgia
$244K -$6.92K -41 -3%
FMC
1847
First Merchants Corp
Indiana
$244K +$207K +1,223 New
LSA
1848
Lion Street Advisors
Texas
$244K +$4.9K +29 +2%
FAM
1849
Formidable Asset Management
Ohio
$243K +$209K +1,235 New
JAG
1850
Journey Advisory Group
Kentucky
$241K +$204K +1,208 New
72 73
74
75 76