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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2576
Talbot Financial
Washington
$214K +$63.3K +324 +36%
MWA
2577
Meridian Wealth Advisors
Texas
$214K -$4.88K -25 -2%
SAM
2578
S.A. Mason
Michigan
$213K +$5.08K +26 +2%
PWM
2579
Palumbo Wealth Management
New York
$213K +$9.77K +50 +4%
WHC
2580
Wulff, Hansen & Co
California
$213K -$179K -915 -43%
CCG
2581
Capital CS Group
California
$211K -$400K -2,046 -63%
CFS
2582
Commonwealth Financial Services
West Virginia
$211K – – –
ASGS
2583
Alpha Square Group S
New York
$211K +$234K +1,200 New
AF
2584
Aldebaran Financial
$211K -$586 -3 -0.2%
WFS
2585
Weitzel Financial Services
Iowa
$211K – – –
SFP
2586
Sandbox Financial Partners
Maryland
$210K -$55.5K -284 -19%
WLPWM
2587
Walled Lake Planning & Wealth Management
Illinois
$210K -$9.77K -50 -4%
DJSG
2588
D.J. St. Germain
Massachusetts
$210K -$133K -681 -36%
QWM
2589
Quaker Wealth Management
New Jersey
$209K +$19.7K +101 +9%
VCM
2590
Vision Capital Management
Oregon
$209K -$21.3K -109 -8%
OWP
2591
Obermeyer Wealth Partners
Colorado
$209K +$20.3K +104 +10%
SFG
2592
Sather Financial Group
Texas
$208K -$1.37K -7 -0.6%
LWAM
2593
Legacy Wealth Asset Management
Minnesota
$208K +$45.7K +234 +25%
BWA
2594
Beam Wealth Advisors
Louisiana
$208K -$107K -548 -32%
TCM
2595
TD Capital Management
Tennessee
$208K – – –
JWA
2596
JFS Wealth Advisors
Pennsylvania
$208K -$22.3K -114 -9%
DJYG
2597
David J. Yvars Group
Florida
$208K +$3.91K +20 +2%
KIC
2598
Kensington Investment Counsel
California
$207K -$131K -668 -36%
CWP
2599
Core Wealth Partners
California
$207K +$29.1K +149 +14%
KCM
2600
Kathmere Capital Management
Pennsylvania
$207K +$19.3K +99 +9%
102 103
104
105 106