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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
2626
Traverso Chambers Private Wealth Management
California
$261K -$7.74K -30 -3%
BWM
2627
Brickley Wealth Management
California
$261K – – –
3F
2628
360 Financial
Minnesota
$260K -$74.8K -290 -23%
MPW
2629
Monterey Private Wealth
California
$260K +$256K +992 New
AFA
2630
Atlanta Financial Associates
Georgia
$260K +$256K +994 New
PBC
2631
Pavion Blue Capital
California
$259K +$255K +989 New
SWG
2632
Summit Wealth Group
Vermont
$256K -$21.9K -85 -8%
BFG
2633
Barber Financial Group
Kansas
$256K +$9.8K +38 +4%
IIM
2634
Ironwood Investment Management
Massachusetts
$255K – – –
BMO
2635
Beck Mack & Oliver
New York
$254K -$51.6K -200 -17%
WFMPM
2636
Woodley Farra Manion Portfolio Management
Indiana
$254K -$49.5K -192 -17%
WCWM
2637
Willow Creek Wealth Management
California
$254K -$29.1K -113 -10%
JMFC
2638
J.M. Forbes & Co
Massachusetts
$253K – – –
MWM
2639
McNaughton Wealth Management
California
$252K -$46.7K -181 -16%
HC
2640
HNP Capital
New York
$251K +$220K +854 New
OMC
2641
Old Mission Capital
Illinois
$251K +$247K +958 New
CA
2642
Crewe Advisors
Utah
$250K -$193K -750 -44%
TWP
2643
Tempus Wealth Planning
California
$250K – – –
ML
2644
McAdam LLC
Pennsylvania
$250K +$258 +1 +0.1%
FBA
2645
Front Barnett Associates
Illinois
$250K +$15.5K +60 +7%
FUBT
2646
First United Bank & Trust
Maryland
$249K – – –
REMPR
2647
Roof Eidam Maycock Peralta (REMP)
California
$249K – – –
BCP
2648
Blue Chip Partners
Michigan
$249K +$36.1K +140 +17%
NC
2649
NovaPoint Capital
Georgia
$249K +$246K +952 New
TFM
2650
TFC Financial Management
Massachusetts
$248K +$244K +946 New
104 105
106
107 108