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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2076
Castle Wealth Management
Florida
$256K +$7.59K +55 +3%
PCM
2077
Palisade Capital Management
New Jersey
$256K – – –
CD
2078
Chapin Davis
Maryland
$255K +$250K +1,811 New
WMA
2079
West Michigan Advisors
Michigan
$254K +$13.8K +100 +6%
BBNB
2080
Baker Boyer National Bank
Washington
$254K -$73.5K -533 -23%
TWP
2081
Tempus Wealth Planning
California
$254K +$4.41K +32 +2%
MA
2082
MCF Advisors
Kentucky
$253K -$184K -1,331 -43%
MLL
2083
Moody Lynn & Lieberson
Massachusetts
$253K – – –
BAM
2084
Boyar Asset Management
New York
$252K – – –
EVM
2085
Evelyn V. Moreno
$251K +$246K +1,784 New
CGFA
2086
Colton Groome Financial Advisors
North Carolina
$251K -$690 -5 -0.3%
CTA
2087
Colonial Trust Advisors
South Carolina
$251K -$5.1K -37 -2%
BWP
2088
Balboa Wealth Partners
Arizona
$250K -$166K -1,202 -40%
CFP
2089
Catalyst Financial Partners
Massachusetts
$250K +$244K +1,772 New
SFS
2090
Security Financial Services
Indiana
$249K – – –
GCA
2091
Gradient Capital Advisors
California
$249K +$552 +4 +0.2%
ECAM
2092
East Coast Asset Management
Massachusetts
$249K – – –
CWA
2093
Continuum Wealth Advisors
New York
$249K +$243K +1,764 New
CWG
2094
Cornerstone Wealth Group
North Carolina
$248K +$243K +1,759 New
DWM
2095
Drive Wealth Management
Utah
$247K +$242K +1,756 New
MCP
2096
Mirador Capital Partners
California
$247K – – –
WIA
2097
World Investment Advisors
California
$247K -$43.2K -313 -15%
TAM
2098
Townsend Asset Management
North Carolina
$246K +$241K +1,747 New
CT
2099
Columbia Trust
Oregon
$245K +$3.17K +23 +1%
SN
2100
Sittner & Nelson
Oregon
$245K – – –
82 83
84
85 86