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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
2726
ADE LLC
Maryland
$271K – – –
TCMP
2727
Thrive Capital Management (Pennsylvania)
Pennsylvania
$271K +$63K +413 +28%
QPW
2728
Quantum Private Wealth
Florida
$271K +$288K +1,887 New
WWM
2729
Windsor Wealth Management
Indiana
$270K -$11.1K -73 -4%
KFS
2730
Kelly Financial Services
Massachusetts
$270K +$305 +2 +0.1%
ODG
2731
O'Dell Group
Ohio
$269K -$103K -676 -27%
RWG
2732
Regal Wealth Group
California
$269K – – –
CCM
2733
Check Capital Management
California
$269K +$1.83K +12 +0.6%
HIM
2734
Hotaling Investment Management
Pennsylvania
$268K -$107K -700 -27%
DFG
2735
Demars Financial Group
Washington
$268K -$42.1K -276 -13%
SFCL
2736
Strengthening Families & Communities LLC
Massachusetts
$268K +$27.6K +181 +11%
WH
2737
Willner & Heller
California
$267K -$20.1K -132 -7%
HA
2738
Hofer & Associates
California
$267K -$1.22K -8 -0.4%
PS
2739
Portfolio Solutions
Michigan
$267K +$3.2K +21 +1%
CF
2740
Corrigan Financial
Rhode Island
$265K +$458 +3 +0.2%
AIA
2741
Alera Investment Advisors
Illinois
$265K +$23.6K +155 +9%
WAM
2742
WealthTrust Asset Management
Florida
$264K +$1.07K +7 +0.4%
MAM
2743
Marotta Asset Management
Virginia
$263K – – –
FP
2744
Fiduciary Planning
Florida
$263K -$1.98K -13 -0.7%
KBFS
2745
Kohmann Bosshard Financial Services
Ohio
$263K +$6.86K +45 +3%
RTC
2746
Riverview Trust Company
Washington
$262K -$14.5K -95 -5%
MECA
2747
Miller Equity Capital Advisors
Texas
$262K – – –
PWP
2748
Pursue Wealth Partners
California
$261K -$12.7K -83 -4%
SGK
2749
Steigerwald Gordon & Koch
Virginia
$261K -$763 -5 -0.3%
AIA
2750
AIMZ Investment Advisors
California
$260K – – –
108 109
110
111 112