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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2051
Massachusetts Wealth Management
Massachusetts
$245K +$23.5K +750 +11%
MCM
2052
MV Capital Management
Maryland
$245K +$15K +479 +7%
TW
2053
TrinityPoint Wealth
Connecticut
$245K -$119K -3,793 -34%
CBT
2054
CoreFirst Bank & Trust
Kansas
$244K -$73K -2,325 -24%
LMKC
2055
L.M. Kohn & Company
Ohio
$244K +$14.1K +450 +7%
MWA
2056
Meridian Wealth Advisors
Texas
$244K -$112K -3,552 -33%
LCC
2057
Lincoln Capital Corp
Rhode Island
$243K – – –
RMAM
2058
Raab & Moskowitz Asset Management
New Jersey
$243K -$38K -1,211 -14%
GSIAS
2059
Garden State Investment Advisory Services
New Jersey
$242K -$12K -381 -5%
LC
2060
Lincoln Capital
Nebraska
$242K – – –
WTFG
2061
Wells Trecaso Financial Group
Ohio
$242K – – –
SWM
2062
Sugarloaf Wealth Management
Georgia
$241K -$29.8K -948 -12%
TFM
2063
TFC Financial Management
Massachusetts
$240K -$9.42K -300 -4%
PWG
2064
Portside Wealth Group
Utah
$240K +$225K +7,167 New
SW
2065
SkyOak Wealth
Michigan
$240K +$11.6K +368 +5%
HIIFS
2066
Harel Insurance Investments & Financial Services
Israel
$239K +$3.39K +108 +2%
MKA
2067
M. Kulyk & Associates
Georgia
$239K -$5.87K -187 -3%
VCM
2068
Virtue Capital Management
Tennessee
$238K +$1.95K +62 +0.9%
DCM
2069
Deuterium Capital Management
Florida
$237K +$223K +7,095 New
DIM
2070
Delta Investment Management
California
$236K -$38.8K -1,235 -15%
MHS
2071
M Holdings Securities
Oregon
$236K -$1.08M -34,374 -83%
WHCI
2072
W.H. Cornerstone Investments
Massachusetts
$236K +$785 +25 +0.4%
VWM
2073
Valley Wealth Managers
New Jersey
$236K -$23.5K -750 -10%
GWP
2074
Gateway Wealth Partners
Wisconsin
$235K -$6.59K -210 -3%
FWP
2075
Falcon Wealth Planning
California
$235K +$221K +7,031 New
81 82
83
84 85