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Name Holding Trade Value Shares
Change 		Change in
Stake
SKK
1926
Shepherd Kaplan Krochuk
Massachusetts
$259K – – –
CT
1927
Colonial Trust
South Carolina
$259K -$14.9K -835 -6%
KWM
1928
Kolinsky Wealth Management
New Jersey
$258K +$16.2K +906 +7%
GA
1929
Geller Advisors
New York
$258K -$68.3K -3,816 -21%
RPCA
1930
Running Point Capital Advisors
California
$258K -$12.9K -720 -5%
GWM
1931
GSB Wealth Management
Connecticut
$258K -$180K -10,034 -42%
IIM
1932
InTrack Investment Management
Vermont
$257K +$45.6K +2,550 +22%
NF
1933
Norwood Financial
Pennsylvania
$257K -$1.75K -98 -0.7%
ACA
1934
Affinity Capital Advisors
California
$257K +$6.1K +341 +3%
AFT
1935
Alpha Family Trust
California
$257K +$250K +13,950 New
FAB
1936
First American Bank
Illinois
$257K +$11K +615 +5%
CWM
1937
Connecticut Wealth Management
Connecticut
$256K -$71.7K -4,003 -22%
EW
1938
Element Wealth
Mississippi
$256K -$19.8K -1,106 -7%
CL
1939
CSS LLC
Illinois
$255K +$179K +10,000 +258%
AWM
1940
Aberdeen Wealth Management
Illinois
$255K -$7.63K -426 -3%
MWM
1941
MBE Wealth Management
Wisconsin
$255K +$248K +13,859 New
MAG
1942
MRA Advisory Group
New Jersey
$255K +$24.5K +1,371 +11%
APC
1943
Aspire Private Capital
North Carolina
$254K +$88.9K +4,964 +56%
GWS
1944
Glassman Wealth Services
Virginia
$254K +$83.4K +4,657 +51%
TA
1945
TFG Advisers
Michigan
$254K -$8.3K -464 -3%
OSNBOA
1946
Old Second National Bank of Aurora
Illinois
$252K -$5.85K -327 -2%
MSR
1947
Main Street Research
Connecticut
$252K -$537 -30 -0.2%
EFM
1948
E Fund Management
China
$252K -$8.25K -461 -3%
MWC
1949
MBM Wealth Consultants
Missouri
$252K +$48.2K +2,694 +25%
4WM
1950
44 Wealth Management
Oregon
$252K +$245K +13,677 New
76 77
78
79 80