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Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2851
Monterey Private Wealth
California
$271K – – –
WCWM
2852
Willow Creek Wealth Management
California
$271K +$6.85K +25 +3%
PBC
2853
Pavion Blue Capital
California
$270K – – –
FNB
2854
Farmers National Bank
Kentucky
$270K +$271K +987 New
TWP
2855
Tempus Wealth Planning
California
$269K +$8.5K +31 +3%
PCA
2856
Providence Capital Advisors
North Carolina
$269K +$259K +946 +2,365%
SIAG
2857
Safeguard Investment Advisory Group
California
$269K +$271K +988 New
JAG
2858
Journey Advisory Group
Kentucky
$268K +$269K +982 New
ST
2859
Sentinel Trust
Texas
$267K -$37K -135 -12%
BFG
2860
Barber Financial Group
Kansas
$267K – – –
SWG
2861
Summit Wealth Group
Vermont
$267K – – –
FFW
2862
Fusion Family Wealth
New York
$266K -$48K -175 -15%
IIM
2863
Ironwood Investment Management
Massachusetts
$266K – – –
LGA
2864
Lebenthal Global Advisors
New York
$266K +$268K +976 New
JMFC
2865
J.M. Forbes & Co
Massachusetts
$264K – – –
BAM
2866
Bruderman Asset Management
New York
$262K +$263K +959 New
WG
2867
Winton Group
United Kingdom
$261K -$9.37M -34,194 -97%
MWA
2868
MFA Wealth Advisors
Pennsylvania
$261K +$9.32K +34 +4%
WDG
2869
Wealth Dimensions Group
Ohio
$261K +$262K +954 New
FCCM
2870
First City Capital Management
Georgia
$260K -$140K -511 -35%
MWM
2871
McNaughton Wealth Management
California
$260K -$2.19K -8 -0.8%
MJP
2872
Michael J. Puzo
$259K -$34.3K -125 -12%
REMPR
2873
Roof Eidam Maycock Peralta (REMP)
California
$259K – – –
SAF
2874
Smith Anglin Financial
Texas
$259K +$260K +949 New
TFM
2875
TFC Financial Management
Massachusetts
$258K – – –
113 114
115
116 117