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Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1451
Brandywine Oak Private Wealth
Pennsylvania
$624K +$613K +7,488 New
TCM
1452
Traynor Capital Management
Pennsylvania
$622K -$51.4K -628 -8%
CAS
1453
Cascadia Advisory Services
Oregon
$620K -$11.5K -141 -2%
COF
1454
Capital One Financial
Virginia
$617K -$24.6K -300 -4%
MWA
1455
Meridian Wealth Advisors
Texas
$612K +$140K +1,708 +30%
MFW
1456
Meristem Family Wealth
Minnesota
$609K +$368K +4,499 +161%
WF
1457
Williams Financial
Vermont
$607K +$4.75K +58 +0.8%
PAM
1458
Palisade Asset Management
Minnesota
$606K -$1.97K -24 -0.3%
BHWM
1459
Bar Harbor Wealth Management
New Hampshire
$602K -$22.1K -270 -4%
WAP
1460
Wealthcare Advisory Partners
Pennsylvania
$600K -$5.9K -72 -1%
IFWM
1461
Institute for Wealth Management
Colorado
$599K -$38.5K -470 -6%
BA
1462
Bristlecone Advisors
Washington
$599K -$8.19K -100 -1%
OCM
1463
Orion Capital Management
California
$594K – – –
PWPS
1464
Pinnacle Wealth Planning Services
Ohio
$591K +$10.7K +131 +2%
HR
1465
Hayden Royal
North Carolina
$585K -$11K -134 -2%
SCM
1466
Schnieders Capital Management
California
$583K – – –
TC
1467
Truvestments Capital
Florida
$581K -$15.7K -192 -3%
CPSC
1468
Carl P. Sherr & Co
Massachusetts
$577K -$16K -195 -3%
LI
1469
Lafayette Investments
Maryland
$576K +$565K +6,900 New
KFA
1470
Kelleher Financial Advisors
New York
$574K +$27.1K +331 +5%
BSA
1471
Bull Street Advisors
Georgia
$573K – – –
GM
1472
GeoWealth Management
Illinois
$572K +$63.5K +776 +13%
FNT
1473
First Nebraska Trust
Nebraska
$570K – – –
SLG
1474
Stanley-Laman Group
Pennsylvania
$570K +$40.9K +500 +8%
CPC
1475
Congress Park Capital
New York
$567K -$274K -3,350 -33%
57 58
59
60 61