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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2126
Townsend & Associates
Colorado
$242K +$70 +2 +0%
CWM
2127
Concentrum Wealth Management
California
$242K +$314 +9 +0.1%
CAM
2128
CPA Asset Management
Florida
$241K – – –
ZF
2129
Zhang Financial
Michigan
$241K -$49.4K -1,417 -17%
TWM
2130
Tradition Wealth Management
Minnesota
$241K -$3K -86 -1%
LBA
2131
Lowell Blake & Associates
Massachusetts
$241K +$17.4K +500 +8%
DWM
2132
Dorchester Wealth Management
Quebec, Canada
$241K -$4.88K -140 -2%
HCMG
2133
Howard Capital Management Group
California
$240K +$35 +1 +0%
PP
2134
Patron Partners
Texas
$240K +$235K +6,748 New
AA
2135
Altrafin AG
$238K +$418 +12 +0.2%
VCM
2136
Virtue Capital Management
Tennessee
$238K – – –
AIM
2137
Alhambra Investment Management
Florida
$238K – – –
BWM
2138
BCS Wealth Management
Tennessee
$238K +$233K +6,694 New
MAWA
2139
Moss Adams Wealth Advisors
Washington
$238K +$12.1K +348 +5%
WQ
2140
Wealth Quarterback
New Jersey
$237K -$11K -317 -5%
APA
2141
Astoria Portfolio Advisors
New York
$237K -$58.2K -1,672 -19%
JCM
2142
Jacobsen Capital Management
Utah
$237K +$232K +6,654 New
WFA
2143
WestHill Financial Advisors
California
$236K +$35 +1 +0%
IFA
2144
Index Fund Advisors
California
$236K +$232K +6,651 New
SRIM
2145
Saratoga Research & Investment Management
California
$236K -$7.45K -214 -3%
WG
2146
Watchman Group
Texas
$235K – – –
PWM
2147
Paulson Wealth Management
Illinois
$235K +$3.48K +100 +2%
HIG
2148
Heritage Investment Group
Florida
$235K – – –
MF
2149
Meridian Financial
Massachusetts
$235K +$70 +2 +0%
TCOO
2150
Trust Company of Oklahoma
Oklahoma
$235K -$15.1K -433 -6%
84 85
86
87 88