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Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
2476
First Dallas Securities
Texas
$267K – – –
SM
2477
Sweeney & Michel
California
$266K -$64.8K -237 -21%
KFS
2478
Keynote Financial Services
Connecticut
$264K – – –
DI
2479
Disciplined Investors
Texas
$264K +$240K +879 New
USWIA
2480
UP Strategic Wealth Investment Advisors
Pennsylvania
$264K – – –
MWM
2481
Manske Wealth Management
Texas
$264K -$21.3K -78 -8%
EA
2482
Ergawealth Advisors
Illinois
$263K -$3.28K -12 -1%
RCM
2483
Rockbridge Capital Management
Virginia
$263K – – –
HWM
2484
Hobbs Wealth Management
Indiana
$263K +$239K +873 New
PS
2485
Pinney & Scofield
Massachusetts
$262K +$273 +1 +0.1%
PWA
2486
Provenance Wealth Advisors
Florida
$262K – – –
LIA
2487
Lynx Investment Advisory
District of Columbia
$261K +$273 +1 +0.1%
B
2488
Birchbrook
Maine
$261K – – –
IAG
2489
Investment Advisory Group
Massachusetts
$261K -$12.3K -45 -5%
MCM
2490
MontVue Capital Management
Virginia
$261K – – –
GIM
2491
Goelzer Investment Management
Indiana
$261K +$237K +867 New
MGAM
2492
McGowan Group Asset Management
Texas
$261K -$3.01K -11 -1%
LFA
2493
Level Financial Advisors
New York
$259K -$33.1K -121 -12%
WKWM
2494
Walter & Keenan Wealth Management
Indiana
$259K +$235K +860 New
MWM
2495
MGB Wealth Management
Texas
$258K – – –
PRTG
2496
Post Resch Tallon Group
New York
$258K – – –
WCM
2497
Whitener Capital Management
North Carolina
$258K – – –
TCM
2498
Towercrest Capital Management
Pennsylvania
$258K +$234K +856 New
WG
2499
Warner Group
Connecticut
$257K +$233K +853 New
BFPW
2500
BOK Financial Private Wealth
Colorado
$256K -$1.64K -6 -0.7%
98 99
100
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