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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2726
Morton Capital Management
California
$515K +$306 +2 +0.1%
DWM
2727
Dorchester Wealth Management
Quebec, Canada
$514K -$19.9K -130 -4%
BA
2728
Birinyi Associates
Connecticut
$514K -$918 -6 -0.2%
AWA
2729
AGH Wealth Advisors
Kansas
$514K +$543K +3,550 New
VPP
2730
Vertex Planning Partners
Illinois
$514K +$20.7K +135 +4%
LODC
2731
Lanham O'Dell & Company
West Virginia
$513K +$2.6K +17 +0.5%
BPWM
2732
Black Point Wealth Management
Florida
$512K +$1.99K +13 +0.4%
SWMP
2733
Signature Wealth Management Partners
New Jersey
$511K – – –
WA
2734
Wealth Architects
California
$511K +$106K +691 +24%
ONSWM
2735
Old North State Wealth Management
North Carolina
$510K +$89.2K +583 +20%
TAM
2736
Tucker Asset Management
Colorado
$509K -$109K -713 -17%
S
2737
Sachetta
Massachusetts
$508K -$13.2K -86 -2%
DMC
2738
Drexel Morgan & Co
Pennsylvania
$507K – – –
EIG
2739
Ellenbecker Investment Group
Wisconsin
$506K -$98.6K -644 -16%
OW
2740
Olistico Wealth
Oklahoma
$506K +$153 +1 +0%
WFAG
2741
Wescott Financial Advisory Group
Pennsylvania
$506K +$34.3K +224 +7%
MWM
2742
MGB Wealth Management
Texas
$506K -$76.7K -501 -13%
HSG
2743
Helen Stephens Group
Texas
$505K +$24.3K +159 +5%
WA
2744
Wealthstar Advisors
Texas
$504K +$533K +3,480 New
ZF
2745
Zhang Financial
Michigan
$504K +$44.8K +293 +9%
HF
2746
Holcombe Financial
Georgia
$502K +$531K +3,468 New
OFG
2747
OmniStar Financial Group
North Carolina
$502K -$188K -1,229 -26%
SCM
2748
SOL Capital Management
Maryland
$502K -$161K -1,050 -23%
ODA
2749
One Degree Advisors
California
$502K – – –
WBCM
2750
Wilson & Boucher Capital Management
California
$502K -$9.03K -59 -2%
108 109
110
111 112