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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2526
Westmount Partners
California
$261K -$168K -3,980 -38%
OLA
2527
Oliver Luxxe Assets
New Jersey
$260K – – –
NWM
2528
Northwest Wealth Management
Iowa
$260K -$6.83K -162 -2%
FFG
2529
Fiduciary Financial Group
California
$260K -$1.35K -32 -0.5%
SAM
2530
S.A. Mason
Michigan
$259K -$11.6K -276 -4%
6F
2531
626 Financial
Michigan
$259K +$65.4K +1,551 +31%
OFG
2532
Oxford Financial Group
Indiana
$259K +$26.8K +636 +11%
MAM
2533
Mystic Asset Management
Rhode Island
$259K +$274K +6,486 New
PFWA
2534
Paces Ferry Wealth Advisors
Georgia
$259K -$43.7K -1,037 -14%
JC
2535
Jentner Corp
Ohio
$259K -$57.5K -1,363 -17%
SA
2536
Stewardship Advisors
Pennsylvania
$259K +$13.8K +328 +5%
MCCA
2537
Mill Creek Capital Advisors
Pennsylvania
$258K -$8.94K -212 -3%
APWM
2538
Argonautica Private Wealth Management
Massachusetts
$258K -$3.8K -90 -1%
BCM
2539
Boltwood Capital Management
California
$258K +$2.11K +50 +0.8%
GFG
2540
Grantvest Financial Group
New Jersey
$258K +$272K +6,459 New
CCAM
2541
Cascades Capital Asset Management
North Carolina
$258K -$134K -3,169 -33%
OCBCO
2542
Oversea-Chinese Banking Corp (OCBC)
Singapore
$257K -$233K -5,521 -46%
RFA
2543
Reyes Financial Architecture
California
$257K +$271K +6,414 New
TA
2544
TPG Advisors
Illinois
$255K +$506 +12 +0.2%
NCTC
2545
New Covenant Trust Company
Indiana
$255K -$1.14K -27 -0.4%
MCWS
2546
McKinley Carter Wealth Services
West Virginia
$255K +$23.3K +553 +9%
UWP
2547
Uniting Wealth Partners
Kansas
$255K +$269K +6,380 New
APW
2548
Aventura Private Wealth
Florida
$255K +$269K +6,365 New
BLAM
2549
Bourne Lent Asset Management
New York
$254K +$18.8K +446 +8%
NPF
2550
Norris Perne & French
Michigan
$254K – – –
100 101
102
103 104