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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2451
Mercer Capital Advisers
New Jersey
$257K – – –
CWM
2452
Connecticut Wealth Management
Connecticut
$257K +$264K +4,713 New
WWP
2453
Waypoint Wealth Partners
California
$256K – – –
CFO
2454
CVA Family Office
Colorado
$255K -$497K -8,854 -58%
1WM
2455
1900 Wealth Management
Texas
$255K +$11.7K +208 +5%
MCM
2456
Monument Capital Management
Virginia
$255K +$263K +4,684 New
JAM
2457
Jupiter Asset Management
United Kingdom
$254K – – –
LC
2458
Lincoln Capital
Nebraska
$254K – – –
FI
2459
Financial Insights
Washington
$254K +$898 +16 +0.3%
TCOO
2460
Trust Company of Oklahoma
Oklahoma
$254K -$34.5K -615 -12%
HIP
2461
HUB Investment Partners
Texas
$253K -$78.2K -1,394 -23%
KWMG
2462
King Wealth Management Group
Florida
$253K -$2.64K -47 -1%
MWM
2463
Maltin Wealth Management
New Jersey
$253K +$449 +8 +0.2%
HA
2464
Hamel Associates
New Jersey
$253K +$9.54K +170 +4%
MWM
2465
Merriman Wealth Management
Washington
$252K -$63.9K -1,138 -20%
AW
2466
Alaethes Wealth
Nevada
$252K – – –
LL
2467
LPWM LLC
Minnesota
$252K – – –
HFM
2468
Harvest Fund Management
China
$252K +$260K +4,636 New
TA
2469
Trellis Advisors
Washington
$251K – – –
GAM
2470
Grandview Asset Management
Pennsylvania
$251K +$16.2K +288 +7%
UTC
2471
Unified Trust Company
Kentucky
$250K +$5.61K +100 +2%
AC
2472
Apella Capital
Connecticut
$249K – – –
LWP
2473
Legacy Wealth Planning
Nevada
$249K +$168 +3 +0.1%
GWA
2474
GGM Wealth Advisors
Maryland
$249K +$224 +4 +0.1%
WMP
2475
Wealth Management Partners
Arizona
$248K – – –
97 98
99
100 101