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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2526
Northwest Capital Management
Oregon
$258K +$424 +7 +0.2%
TLP
2527
Trinity Legacy Partners
Texas
$257K +$251K +4,148 New
SWP
2528
Strategic Wealth Partners
Ohio
$257K -$18.7K -309 -7%
LA
2529
Latitude Advisors
Florida
$257K -$27.2K -449 -10%
SWM
2530
Salvus Wealth Management
New Jersey
$256K – – –
MJP
2531
Michael J. Puzo
$256K – – –
BWM
2532
Baystate Wealth Management
Massachusetts
$256K +$8.6K +142 +4%
GWCM
2533
Godshalk Welsh Capital Management
Pennsylvania
$254K – – –
DI
2534
Disciplined Investments
Oklahoma
$254K +$200K +3,298 +413%
MCM
2535
McRae Capital Management
New Jersey
$254K -$4.84K -80 -2%
DIS
2536
Diversified Investment Strategies
Louisiana
$254K – – –
WFA
2537
Wellspring Financial Advisors
Ohio
$254K – – –
CVM
2538
Cheviot Value Management
California
$253K – – –
BMC
2539
Benin Management Corp
Connecticut
$253K -$13.6K -225 -5%
DC
2540
DeDora Capital
California
$252K -$9.63K -159 -4%
HKIMG
2541
Hutchens & Kramer Investment Management Group
Indiana
$252K +$12.7K +209 +5%
IHWM
2542
Iron Horse Wealth Management
Iowa
$251K +$12.1K +200 +5%
WFA
2543
WMG Financial Advisors
Tennessee
$251K -$86.4K -1,427 -29%
MLFP
2544
MPS Loria Financial Planners
Illinois
$250K -$10.3K -170 -4%
HGERS
2545
Householder Group Estate & Retirement Specialist
Arizona
$250K +$244K +4,030 New
MWM
2546
Madison Wealth Management
Ohio
$250K – – –
DLG
2547
Daniel L. Goodwin
$248K – – –
MA
2548
McBroom & Associates
Nevada
$248K – – –
EGA
2549
E&G Advisors
Texas
$248K +$6.05K +100 +3%
AA
2550
Aufman Associates
Pennsylvania
$248K -$2.91K -48 -1%
100 101
102
103 104