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Name Holding Trade Value Shares
Change 		Change in
Stake
JWWM
2551
Johnson & White Wealth Management
Pennsylvania
$257K +$251K +2,852 New
ST
2552
Somerset Trust
Pennsylvania
$257K -$111K -1,254 -31%
TCM
2553
Towercrest Capital Management
Pennsylvania
$257K -$99.9K -1,133 -28%
IP
2554
Ignite Planners
California
$257K -$105K -1,188 -30%
JCM
2555
Jacobsen Capital Management
Utah
$257K +$251K +2,843 New
OFS
2556
Orrstown Financial Services
Pennsylvania
$256K +$250K +2,839 New
RW
2557
Rede Wealth
Virginia
$256K +$2.73K +31 +1%
CCM
2558
Cohen Capital Management
California
$256K – – –
NWA
2559
Navis Wealth Advisors
New York
$255K -$3.53K -40 -1%
ACM
2560
Advance Capital Management
Michigan
$254K -$72.2K -819 -23%
KMWM
2561
Keudell/Morrison Wealth Management
Oregon
$253K -$23.4K -265 -9%
SWM
2562
Segment Wealth Management
Texas
$253K – – –
CCM
2563
Crew Capital Management
Ohio
$253K -$70.5K -800 -22%
MA
2564
MBA Advisors
Pennsylvania
$253K +$17.2K +195 +7%
WIM
2565
WealthPlan Investment Management
Nebraska
$252K +$246K +2,796 New
KCM
2566
Kathmere Capital Management
Pennsylvania
$252K -$189K -2,144 -43%
CHA
2567
Cooper/Haims Advisors
New York
$252K – – –
AC
2568
Avenir Corporation
Virginia
$252K -$190K -2,154 -44%
FRM
2569
Fox Run Management
Connecticut
$252K +$246K +2,786 New
FA
2570
Fountainhead AM
New Jersey
$251K +$245K +2,780 New
JJBC
2571
James J. Burns & Company
New York
$251K -$1.23K -14 -0.5%
MC
2572
Miramar Capital
Illinois
$251K -$4.41K -50 -2%
KIG
2573
Kennedy Investment Group
New Jersey
$251K +$5.11K +58 +2%
CPA
2574
Cardiff Park Advisors
California
$251K -$16K -181 -6%
TCM
2575
Tradewinds Capital Management
Washington
$250K -$8.82K -100 -3%
101 102
103
104 105