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Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
2751
Laurie J. Hall Trustee
$246K -$210K -2,000 -47%
CCP
2752
Carmel Capital Partners
California
$246K -$907K -8,634 -80%
LRWA
2753
Long Run Wealth Advisors
New York
$245K – – –
LWM
2754
Latko Wealth Management
Illinois
$245K +$231K +2,201 New
FWM
2755
FMA Wealth Management
Massachusetts
$245K – – –
BSHC
2756
Breed's Hill Capital
Massachusetts
$245K +$231K +2,200 New
IP
2757
Integras Partners
Georgia
$245K +$231K +2,198 New
SIM
2758
Seaview Investment Managers
Florida
$245K -$9.48M -90,286 -98%
PAW
2759
Plan A Wealth
Nebraska
$244K +$231K +2,195 New
JWBC
2760
John W. Bristol & Co
New York
$244K – – –
OPWM
2761
Oxinas Partners Wealth Management
Indiana
$244K -$114K -1,088 -33%
BCM
2762
Brookmont Capital Management
Texas
$243K -$33.2K -316 -13%
FWA
2763
Flagship Wealth Advisors
Massachusetts
$243K +$229K +2,184 New
LFP
2764
Lakeshore Financial Planning
Michigan
$243K – – –
CCB
2765
Cutter & Co Brokerage
Missouri
$243K -$26.3K -250 -10%
BONH
2766
Bank of New Hampshire
New Hampshire
$242K – – –
PPC
2767
Pennington Partners & Co
Maryland
$242K +$227K +2,164 New
DBRC
2768
D.B. Root & Company
Pennsylvania
$242K +$228K +2,170 New
PWMG
2769
Private Wealth Management Group
New Jersey
$242K +$147K +1,399 +182%
BOM
2770
Bank of Marin
California
$241K – – –
WFA
2771
WestHill Financial Advisors
California
$240K +$227K +2,159 New
FCM
2772
Firestone Capital Management
Florida
$240K – – –
MCP
2773
Mirador Capital Partners
California
$240K -$11.9K -113 -5%
MFG
2774
Monte Financial Group
Connecticut
$240K -$1.26K -12 -0.6%
LAM
2775
Lewis Asset Management
California
$240K -$324K -3,081 -59%
109 110
111
112 113