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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1826
Jacobus Wealth Management
Wisconsin
$220K +$15.2K +138 +8%
WCM
1827
Windsor Capital Management
Arizona
$220K +$214K +1,946 New
NPF
1828
Norris Perne & French
Michigan
$218K -$29.9K -272 -12%
TCM
1829
Traynor Capital Management
Pennsylvania
$217K +$209K +1,901 New
CBB
1830
Citizens Business Bank
California
$217K +$211K +1,915 New
RCG
1831
Ruggie Capital Group
Florida
$216K +$134K +1,213 +176%
RC
1832
Randolph Company
Ohio
$216K +$210K +1,908 New
TWMP
1833
Taylor Wealth Management Partners
Massachusetts
$215K -$7.16K -65 -3%
MWM
1834
Mascoma Wealth Management
New Hampshire
$215K – – –
RCG
1835
Ruane, Cunniff & Goldfarb
New York
$213K +$207K +1,882 New
PV
1836
Private Vista
Illinois
$210K +$198K +1,798 New
AIA
1837
AIMZ Investment Advisors
California
$210K +$204K +1,851 New
SFWA
1838
Summit Financial Wealth Advisors
Louisiana
$208K -$51.2K -465 -20%
CCB
1839
Cutter & Co Brokerage
Missouri
$208K +$202K +1,837 New
GWCM
1840
Godshalk Welsh Capital Management
Pennsylvania
$208K +$202K +1,837 New
VWM
1841
Venturi Wealth Management
Texas
$207K +$200K +1,813 New
WA
1842
WP Advisors
California
$205K +$199K +1,804 New
PFA
1843
Paradigm Financial Advisors
Missouri
$205K +$199K +1,810 New
GAM
1844
Gemmer Asset Management
California
$204K -$37.1K -337 -16%
PA
1845
Planning Alternatives
Michigan
$204K +$198K +1,796 New
WA
1846
Wasatch Advisors
Utah
$204K +$198K +1,800 New
MTC
1847
McDaniel Terry & Co
Texas
$202K +$196K +1,782 New
BWM
1848
BigSur Wealth Management
Florida
$202K +$198K +1,800 New
PCMC
1849
Paragon Capital Management (Colorado)
Colorado
$200K +$395K +3,588 New
AI
1850
ArchPoint Investors
Florida
$198K +$192K +1,748 New
72 73
74
75 76