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Name Holding Trade Value Shares
Change 		Change in
Stake
MVA
5101
Mount Vernon Associates
Maryland
$355K +$69.7K +400 +27%
PWM
5102
PTM Wealth Management
United States
$354K -$69.7K -400 -17%
PC
5103
Permanens Capital
New York
$354K +$93.6K +537 +39%
PFM
5104
Patton Fund Management
Texas
$354K -$15.3K -88 -4%
LWMT
5105
Legacy Wealth Management (Tennessee)
Tennessee
$354K +$3.66K +21 +1%
DIP
5106
Davis Investment Partners
North Carolina
$349K -$6.45K -37 -2%
DB
5107
Dravo Bay
Delaware
$348K -$4.01K -23 -1%
FOR
5108
Family Office Research
Maryland
$347K -$186K -1,066 -36%
IWC
5109
Infinity Wealth Counsel
Ohio
$347K – – –
HA
5110
Hamel Associates
New Jersey
$346K -$36.6K -210 -10%
SIAS
5111
Summit Investment Advisory Services
Minnesota
$345K – – –
MM
5112
Meridian Management
Arkansas
$344K +$1.22K +7 +0.4%
SFP
5113
Sterling Financial Planning
New Jersey
$343K -$15.9K -91 -5%
MAM
5114
Marquette Asset Management
Minnesota
$342K +$320K +1,834 New
WBCM
5115
Wilson & Boucher Capital Management
California
$342K +$43.6K +250 +16%
CWA
5116
Carolina Wealth Advisors
South Carolina
$340K +$154K +881 +94%
MFG
5117
Marmo Financial Group
Tennessee
$340K -$105K -605 -25%
OWA
5118
Oak Wealth Advisors
Illinois
$340K – – –
MMHP
5119
Murphy Middleton Hinkle & Parker
Georgia
$339K +$317K +1,816 New
HHGA
5120
Halbert Hargrove Global Advisors
California
$339K +$281K +1,611 +786%
EP
5121
Essential Planning
New Hampshire
$338K -$140K -804 -31%
SCM
5122
Stonehearth Capital Management
Massachusetts
$338K – – –
IP
5123
Isthmus Partners
Wisconsin
$338K +$37.3K +214 +13%
SEA
5124
Stegent Equity Advisors
Texas
$337K – – –
DMC
5125
Drexel Morgan & Co
Pennsylvania
$336K – – –
203 204
205
206 207