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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
5626
Williams Financial
Vermont
$352K +$307K +708 New
MWM
5627
Maltin Wealth Management
New Jersey
$352K +$869 +2 +0.3%
SWCM
5628
Sullivan Wood Capital Management
District of Columbia
$352K +$307K +707 New
IWM
5629
Inlight Wealth Management
Georgia
$351K -$16.5K -38 -5%
PWAC
5630
Private Wealth Advisors (California)
California
$350K +$434 +1 +0.1%
SWM
5631
Stark Wealth Management
Pennsylvania
$347K +$303K +697 New
SC
5632
Skylands Capital
Wisconsin
$346K – – –
GS
5633
Gagnon Securities
New York
$344K -$5.21K -12 -2%
MWP
5634
MYCIO Wealth Partners
Pennsylvania
$344K – – –
EF
5635
Elite Financial
Idaho
$343K – – –
RCG
5636
Ruane, Cunniff & Goldfarb
New York
$343K +$17.4K +40 +6%
MWML
5637
M Wealth Management LLC
California
$342K +$299K +688 New
FA
5638
Financial Alternatives
California
$339K – – –
CIM
5639
Corbyn Investment Management
Maryland
$338K -$2.17K -5 -0.7%
RVM
5640
Robinson Value Management
Texas
$338K – – –
AIC
5641
Allodium Investment Consultants
Minnesota
$338K +$295K +680 New
RWS
5642
Rochester Wealth Strategies
Michigan
$338K – – –
DGI
5643
Disciplined Growth Investors
Minnesota
$338K – – –
WW
5644
Winnow Wealth
Texas
$337K -$674K -1,551 -70%
AAG
5645
Accordant Advisory Group
Maryland
$337K +$7.38K +17 +3%
SWM
5646
Stapp Wealth Management
Washington
$336K – – –
PFA
5647
Portland Financial Advisors
New York
$334K -$53.4K -123 -15%
BWM
5648
Buska Wealth Management
Wisconsin
$333K -$15.6K -36 -5%
FPW
5649
Flagship Private Wealth
Massachusetts
$333K -$13.9K -32 -5%
KFSN
5650
Keystone Financial Services (Nebraska)
Nebraska
$333K +$13.9K +32 +5%
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226
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