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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
3451
LVM Capital Management
Michigan
$250K +$1.3K +4 +0.6%
MCM
3452
Monument Capital Management
Virginia
$249K +$229K +704 New
TAM
3453
Townsend Asset Management
North Carolina
$249K +$229K +704 New
PFM
3454
Peak Financial Management
Massachusetts
$249K -$49.5K -152 -18%
RCM
3455
Rain Capital Management
Oregon
$248K -$31.9K -98 -12%
WCWM
3456
Willow Creek Wealth Management
California
$248K +$228K +701 New
HTHT
3457
Hemenway Trust Hemenway Trust
New Hampshire
$248K -$3.26K -10 -1%
GCL
3458
Gouws Capital LLC
North Carolina
$248K – – –
PHM
3459
Prospect Hill Management
New Jersey
$248K – – –
WFA
3460
WestHill Financial Advisors
California
$248K +$228K +700 New
AWM
3461
Altus Wealth Management
Kentucky
$247K +$227K +698 New
IAS
3462
Investment Advisory Services
Texas
$247K +$227K +697 New
EIA
3463
Edgemoor Investment Advisors
Maryland
$246K – – –
PWM
3464
Prosperity Wealth Management
California
$244K -$488K -1,497 -68%
SW
3465
StrongBox Wealth
Missouri
$244K -$54.7K -168 -20%
MIG
3466
McGuire Investment Group
Rhode Island
$244K – – –
AFO
3467
Arrowroot Family Office
California
$244K -$21.5K -66 -9%
WFPG
3468
Waller Financial Planning Group
Ohio
$244K +$3.26K +10 +1%
MRCM
3469
M&R Capital Management
New Jersey
$244K +$4.56K +14 +2%
AL
3470
ACAS LLC
California
$243K +$223K +686 New
TCWM
3471
Total Clarity Wealth Management
Illinois
$243K +$223K +686 New
BM
3472
Belfer Management
New York
$243K – – –
HAM
3473
Harmony Asset Management
Arizona
$242K +$223K +685 New
RMC
3474
Resources Management Corp
Connecticut
$242K – – –
ICM
3475
Intrepid Capital Management
Florida
$242K +$20.5K +63 +10%
137 138
139
140 141