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Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1751
Steigerwald Gordon & Koch
Virginia
$262K -$5.72K -73 -2%
WAOI
1752
Wealth Advisors of Iowa
Iowa
$261K – – –
MWM
1753
Meridian Wealth Management
Kentucky
$261K +$231K +2,951 New
FC
1754
Fulcrum Capital
Washington
$260K – – –
CVM
1755
Cheviot Value Management
California
$259K – – –
AC
1756
Arjuna Capital
North Carolina
$257K -$598K -7,630 -72%
SC
1757
Sierra Capital
Florida
$257K +$228K +2,905 New
SOS
1758
Silver Oak Securities
Tennessee
$257K +$52.7K +672 +31%
GPA
1759
Guerra Pan Advisors
New Jersey
$256K – – –
NME
1760
Notis-McConarty Edward
$255K -$762K -9,711 -77%
CA
1761
Cornerstone Advisory
Maryland
$255K +$5.72K +73 +3%
CH
1762
Cromwell Holdings
Wyoming
$255K -$76.5K -975 -25%
FSA
1763
Franklin Street Advisors
North Carolina
$255K -$855K -10,903 -79%
GWA
1764
GGM Wealth Advisors
Maryland
$253K +$157 +2 +0.1%
PBC
1765
Pavion Blue Capital
California
$253K +$225K +2,865 New
ODG
1766
O'Dell Group
Ohio
$253K +$48.3K +616 +27%
ML
1767
McAdam LLC
Pennsylvania
$252K +$13.3K +169 +6%
ES
1768
Eagle Strategies
New York
$252K +$235 +3 +0.1%
RA
1769
RFG Advisory
Alabama
$251K -$8.08K -103 -3%
HIP
1770
HUB Investment Partners
Texas
$251K -$4.47K -57 -2%
TL
1771
Tradewinds LLC
North Carolina
$250K +$222K +2,832 New
MJP
1772
Michael J. Puzo
$250K -$163K -2,080 -42%
PSF
1773
Pacific Sun Financial
California
$249K +$3.92K +50 +2%
LWL
1774
Leo Wealth LLC
Texas
$249K -$1.8K -23 -0.8%
FFO
1775
Fortitude Family Office
Arizona
$249K +$5.8K +74 +3%
69 70
71
72 73