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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2501
Meredith Wealth Planning
Illinois
$219K -$12.3K -34 -5%
FFW
2502
Fusion Family Wealth
New York
$219K – – –
AAM
2503
American Asset Management
Florida
$218K – – –
OMIC
2504
Old Mission Investment Co
Michigan
$218K – – –
TBA
2505
Tower Bridge Advisors
Pennsylvania
$218K -$41.4K -114 -16%
TCM
2506
Traynor Capital Management
Pennsylvania
$218K +$5.45K +15 +3%
BWM
2507
Baron Wealth Management
Michigan
$217K -$1.82K -5 -0.8%
BC
2508
Barrett & Company
Rhode Island
$216K – – –
CAM
2509
Crestone Asset Management
Colorado
$216K +$216K +595 New
1WM
2510
1900 Wealth Management
Texas
$215K – – –
MKA
2511
M. Kulyk & Associates
Georgia
$214K – – –
CCB
2512
Cutter & Co Brokerage
Missouri
$213K – – –
CL
2513
COWA LLC
Oklahoma
$213K +$212K +585 New
GSIS
2514
Global Strategic Investment Solutions
Arizona
$212K – – –
LRIA
2515
Leonard Rickey Investment Advisors
Washington
$211K -$40.3K -111 -16%
KIA
2516
KLR Investment Advisors
Rhode Island
$210K +$363 +1 +0.2%
BCP
2517
Berkeley Capital Partners
Georgia
$210K +$210K +578 New
GHAM
2518
Gilman Hill Asset Management
Connecticut
$209K -$17.1K -47 -8%
CPC
2519
Cookson Peirce & Co
Pennsylvania
$209K +$209K +575 New
LB
2520
Legacy Bridge
Iowa
$209K – – –
SFC
2521
Strategic Financial Concepts
Texas
$208K +$208K +572 New
KPWG
2522
KFA Private Wealth Group
Virginia
$208K -$14.5K -40 -7%
PFM
2523
Phillips Financial Management
Indiana
$206K +$206K +567 New
GCA
2524
Greenwood Capital Associates
South Carolina
$206K +$206K +566 New
MCM
2525
Morton Capital Management
California
$205K -$5.08K -14 -2%
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