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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1376
LCM Capital Management
Illinois
$253K -$8.4K -129 -3%
CCG
1377
Coastwise Capital Group
California
$253K -$6.51K -100 -2%
FB
1378
Fulton Bank
Pennsylvania
$253K -$63.8K -980 -18%
GSC
1379
Grey Street Capital
Illinois
$253K – – –
CST
1380
Charles Schwab Trust
Nevada
$253K +$282K +4,324 New
TCWM
1381
Total Clarity Wealth Management
Illinois
$252K -$9.9K -152 -3%
MFC
1382
Mechanics Financial Corp
Ohio
$252K -$1.95K -30 -0.7%
VW
1383
Vance Wealth
California
$252K -$8.86K -136 -3%
EPA
1384
Element Pointe Advisors
Florida
$251K – – –
FSCM
1385
Front Street Capital Management
Montana
$251K +$280K +4,296 New
AFG
1386
Albion Financial Group
Utah
$251K +$26K +400 +10%
QC
1387
Quent Capital
New York
$250K +$69.8K +1,072 +33%
LCGC
1388
Legacy Capital Group California
California
$250K +$278K +4,276 New
CC
1389
Corton Capital
Ontario, Canada
$250K +$278K +4,275 New
WAM
1390
Watershed Asset Management
California
$250K -$7.75K -119 -3%
SFG
1391
Synergy Financial Group
California
$250K +$9.77K +150 +4%
RWA
1392
Ropes Wealth Advisors
Massachusetts
$249K -$13.8K -212 -5%
SWM
1393
Seed Wealth Management
Illinois
$249K -$9.12K -140 -3%
MSAM
1394
Moloney Securities Asset Management
Missouri
$247K -$16.9K -259 -6%
NCM
1395
NCM Capital Management
New Jersey
$247K -$1.76K -27 -0.6%
CCFCSB
1396
Cape Cod Five Cents Savings Bank
Massachusetts
$246K +$275K +4,216 New
WA1
1397
Wimmer Associates 1
California
$246K – – –
PWP
1398
Private Wealth Partners
California
$246K -$113K -1,735 -29%
PWPS
1399
Pinnacle Wealth Planning Services
Ohio
$246K -$23.6K -363 -8%
PFGIA
1400
Patriot Financial Group Insurance Agency
Massachusetts
$245K +$49K +752 +22%
54 55
56
57 58