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Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2326
Monterey Private Wealth
California
$258K +$5.22K +330 +2%
CHA
2327
Carmichael Hill & Associates
Maryland
$258K +$16.4K +1,040 +5%
DWM
2328
Dorchester Wealth Management
Quebec, Canada
$258K +$47.4K +3,000 +16%
LWM
2329
Ledge Wealth Management
Minnesota
$257K -$24.2K -1,530 -7%
WGCA
2330
Wolf Group Capital Advisors
Virginia
$256K – – –
BEW
2331
Burton Enright Welch
California
$255K +$13.6K +860 +4%
KLWA
2332
Kelly Lawrence W & Associates
California
$255K – – –
CFG
2333
CKW Financial Group
Hawaii
$255K +$158 +10 +0%
KOC
2334
Koss-Olinger Consulting
Florida
$255K +$104K +6,600 +46%
IAG
2335
Investment Advisory Group
Massachusetts
$254K -$79K -5,000 -19%
PWM
2336
Palumbo Wealth Management
New York
$254K +$158 +10 +0%
BA
2337
Ballast Advisors
Minnesota
$254K +$15K +950 +5%
1CP
2338
17 Capital Partners
Arizona
$253K -$23.7K -1,500 -7%
EPWM
2339
Essex Private Wealth Management
Massachusetts
$253K -$1.58K -100 -0.5%
EA
2340
Eclectic Associates
California
$253K – – –
HW
2341
Hedeker Wealth
Illinois
$252K -$5.26M -332,900 -94%
EL
2342
Essex LLC
Illinois
$252K -$48.2K -3,050 -13%
DG
2343
DMC Group
Alabama
$252K – – –
HC
2344
Hendley & Co
Ohio
$252K – – –
SCM
2345
SevenOneSeven Capital Management
Pennsylvania
$252K +$24.5K +1,550 +8%
QCIG
2346
Quad-Cities Investment Group
Iowa
$252K +$63.1K +3,990 +24%
PHS
2347
Pekin Hardy Strauss
Illinois
$252K +$63.2K +4,000 +24%
CGH
2348
CMG Global Holdings
Texas
$252K +$328K +20,770 New
TCM
2349
Telos Capital Management
California
$251K -$20.7K -1,310 -6%
OMC
2350
Overbrook Management Corp
New York
$251K – – –
92 93
94
95 96