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Name Holding Trade Value Shares
Change 		Change in
Stake
DIS
2551
Diversified Investment Strategies
Louisiana
$246K – – –
DI
2552
Disciplined Investments
Oklahoma
$246K -$498 -8 -0.2%
BWM
2553
Baystate Wealth Management
Massachusetts
$246K -$2.18K -35 -0.8%
CVM
2554
Cheviot Value Management
California
$246K – – –
WCFA
2555
Walkner Condon Financial Advisors
Wisconsin
$246K -$12K -193 -5%
MJP
2556
Michael J. Puzo
$245K -$3.11K -50 -1%
BMC
2557
Benin Management Corp
Connecticut
$245K – – –
IHWM
2558
Iron Horse Wealth Management
Iowa
$244K – – –
MLFP
2559
MPS Loria Financial Planners
Illinois
$244K +$933 +15 +0.4%
CAM
2560
Congress Asset Management
Massachusetts
$244K -$93.3K -1,500 -27%
AA
2561
Aufman Associates
Pennsylvania
$244K +$3.05K +49 +1%
SA
2562
Syntax Advisors
New York
$243K -$16.2K -261 -6%
VCG
2563
Vantage Consulting Group
Virginia
$243K -$16.2K -261 -6%
IA
2564
Insight Advisors
Pennsylvania
$243K -$14.2K -229 -5%
MWM
2565
Madison Wealth Management
Ohio
$243K – – –
UAML
2566
US Asset Management LLC
Pennsylvania
$242K -$22.3K -358 -8%
POIA
2567
Pin Oak Investment Advisors
Texas
$242K – – –
GWAM
2568
Guardian Wealth Advisors (Minnesota)
Minnesota
$242K -$13.2K -212 -5%
WG
2569
Watchman Group
Texas
$241K -$49.8K -800 -17%
DLG
2570
Daniel L. Goodwin
$241K – – –
MA
2571
McBroom & Associates
Nevada
$241K – – –
EGA
2572
E&G Advisors
Texas
$241K – – –
WWP
2573
WR Wealth Planners
Missouri
$240K +$57.3K +921 +30%
BWM
2574
Birchcreek Wealth Management
Ohio
$239K +$23.1K +371 +10%
MCM
2575
McRae Capital Management
New Jersey
$238K -$8.71K -140 -3%
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