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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2526
Lewis Capital Management
California
$233K +$33.8K +564 +16%
6F
2527
626 Financial
Michigan
$233K -$1.08K -18 -0.4%
CIP
2528
Capital Insight Partners
Arizona
$232K – – –
WWP
2529
WR Wealth Planners
Missouri
$230K +$7.08K +118 +3%
GWCM
2530
Godshalk Welsh Capital Management
Pennsylvania
$230K – – –
KWS
2531
Keystone Wealth Services
California
$229K -$49.6K -827 -17%
CWM
2532
Curi Wealth Management
North Carolina
$229K -$20.2K -336 -8%
CVM
2533
Cheviot Value Management
California
$229K – – –
OWA
2534
Outlook Wealth Advisors
Texas
$229K +$245K +4,083 New
VFP
2535
Verus Financial Partners
Virginia
$228K +$3.54K +59 +1%
BMC
2536
Benin Management Corp
Connecticut
$228K – – –
GCM
2537
Gallacher Capital Management
Colorado
$228K +$244K +4,069 New
DC
2538
DeDora Capital
California
$228K -$1.5K -25 -0.6%
TSWM
2539
Triangle Securities Wealth Management
North Carolina
$227K -$1.34M -22,274 -85%
SMG
2540
Smart Money Group
Texas
$227K +$243K +4,055 New
VAS
2541
Vestmark Advisory Solutions
Massachusetts
$227K -$3.67M -61,115 -94%
CT
2542
Coastline Trust
Rhode Island
$227K -$392K -6,540 -62%
IHWM
2543
Iron Horse Wealth Management
Iowa
$227K – – –
MJP
2544
Michael J. Puzo
$227K -$1.5K -25 -0.6%
CAM
2545
Congress Asset Management
Massachusetts
$227K – – –
AA
2546
Aufman Associates
Pennsylvania
$226K – – –
KA
2547
Kure Advisory
Minnesota
$226K +$243K +4,044 New
SEP
2548
Southland Equity Partners
Missouri
$226K +$11.8K +197 +5%
BWM
2549
Birchcreek Wealth Management
Ohio
$226K +$3.36K +56 +1%
MWM
2550
Madison Wealth Management
Ohio
$225K – – –
100 101
102
103 104