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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2326
MV Capital Management
Maryland
$255K +$4.68K +70 +2%
LGG
2327
Luts & Greenleigh Group
Maryland
$255K +$20.1K +300 +9%
GIA
2328
GHP Investment Advisors
Colorado
$255K +$154K +2,310 +180%
FM
2329
Family Management
New York
$253K +$14K +210 +6%
UL
2330
Unionview LLC
Washington
$253K -$28.1K -420 -11%
WQ
2331
Wealth Quarterback
New Jersey
$253K -$5.35K -80 -2%
CPA
2332
Capital Planning Advisors
California
$253K +$1.34K +20 +0.6%
ZF
2333
Zhang Financial
Michigan
$252K -$12.7K -190 -5%
QFA
2334
Quantum Financial Advisors
California
$252K – – –
UWPG
2335
Ullmann Wealth Partners Group
Florida
$251K +$9.36K +140 +4%
1SB
2336
1ST Source Bank
Indiana
$251K – – –
WH
2337
Wallace Hart
Kentucky
$251K +$237K +3,540 New
MWA
2338
MN Wealth Advisors
Kansas
$250K -$1.34K -20 -0.6%
SHF
2339
Stage Harbor Financial
Massachusetts
$250K +$10.7K +160 +5%
AWM
2340
Abound Wealth Management
Tennessee
$248K +$2.67K +40 +1%
WFA
2341
Wellspring Financial Advisors
Ohio
$248K -$669 -10 -0.3%
BCM
2342
Birch Capital Management
Texas
$248K – – –
CFA
2343
CWS Financial Advisors
Michigan
$248K – – –
CPIA
2344
Cornell Pochily Investment Advisors
New York
$248K +$1.34K +20 +0.6%
MTIC
2345
Missouri Trust & Investment Company
Missouri
$248K +$167K +2,500 +250%
CB
2346
Community Bank
New York
$248K – – –
KDA
2347
Kraft Davis & Associates
Missouri
$248K +$6.02K +90 +3%
VIP
2348
Vista Investment Partners
Oklahoma
$248K -$122K -1,820 -34%
BMWM
2349
Brown Miller Wealth Management
Virginia
$248K – – –
TCBWMS
2350
Texas Capital Bank Wealth Management Services
Texas
$248K +$233K +3,490 New
92 93
94
95 96