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Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
2726
Wells Trecaso Financial Group
Ohio
$210K +$206K +3,436 New
AFP
2727
Alpha Financial Partners
Kentucky
$210K +$1.5K +25 +0.7%
BMM
2728
Berkshire Money Management
Massachusetts
$210K +$206K +3,433 New
WCM
2729
WealthBridge Capital Management
Ohio
$210K – – –
CFO
2730
Collective Family Office
Pennsylvania
$210K +$206K +3,425 New
MSR
2731
Main Street Research
Connecticut
$209K -$23.7M -395,369 -99%
FWA
2732
FSM Wealth Advisors
Ohio
$209K +$205K +3,413 New
LAM
2733
Lewis Asset Management
California
$209K +$205K +3,411 New
MIA
2734
MeadowBrook Investment Advisors
Michigan
$208K – – –
NFA
2735
Northwest Financial Advisors
Virginia
$208K -$7.75K -129 -4%
KBFS
2736
Kohmann Bosshard Financial Services
Ohio
$208K +$205K +3,405 New
AWM
2737
Act Wealth Management
Texas
$208K -$2.04K -34 -1%
BEAM
2738
Baker Ellis Asset Management
Washington
$208K – – –
CBB
2739
Citizens Business Bank
California
$208K – – –
CM
2740
Castleark Management
Illinois
$208K – – –
CFS
2741
Coordinated Financial Services
Colorado
$207K +$204K +3,389 New
DW
2742
Dodds Wealth
Colorado
$207K +$203K +3,381 New
NWA
2743
Navis Wealth Advisors
New York
$207K +$203K +3,376 New
BWM
2744
BlackDiamond Wealth Management
New York
$206K -$10.5K -175 -5%
B
2745
Birchbrook
Maine
$206K -$6.61K -110 -3%
DWAM
2746
Duncan Williams Asset Management
Tennessee
$206K +$202K +3,370 New
CH
2747
Canton Hathaway
Rhode Island
$206K – – –
AWM
2748
Accel Wealth Management
Iowa
$206K +$202K +3,366 New
AIC
2749
Argus Investors Counsel
New York
$206K +$202K +3,365 New
CWC
2750
Carolinas Wealth Consulting
North Carolina
$206K -$1.96M -32,617 -91%
108 109
110
111 112