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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2551
Sitrin Capital Management
California
$227K +$211K +5,051 New
BBWA
2552
Bell & Brown Wealth Advisors
California
$227K -$1.96K -47 -0.9%
CFA
2553
Cahill Financial Advisors
Minnesota
$227K +$584 +14 +0.3%
EW
2554
Elyxium Wealth
California
$226K +$210K +5,038 New
PTCG
2555
Pring Turner Capital Group
California
$226K -$29K -696 -12%
GMFG
2556
Greater Midwest Financial Group
Minnesota
$226K -$1.38K -33 -0.7%
AT
2557
Arlington Trust
Alabama
$226K – – –
FAM
2558
Flaharty Asset Management
Florida
$226K -$13.7K -328 -6%
THCM
2559
Taylor Hoffman Capital Management
Virginia
$226K +$223K +5,353 New
LFG
2560
Lockerman Financial Group
California
$225K -$38K -910 -15%
WCM
2561
Weik Capital Management
Pennsylvania
$225K -$27.1K -650 -11%
TLCM
2562
Twin Lakes Capital Management
California
$225K +$1.21K +29 +0.6%
HWM
2563
HFR Wealth Management
New York
$224K – – –
AFP
2564
Alpha Financial Partners
Kentucky
$224K +$208K +4,978 New
EFG
2565
Ehrlich Financial Group
California
$224K +$208K +4,978 New
NB
2566
Nicolet Bankshares
Wisconsin
$223K -$10.4K -250 -5%
PWM
2567
Palumbo Wealth Management
New York
$223K +$125 +3 +0.1%
CWC
2568
Carolinas Wealth Consulting
North Carolina
$223K +$3.88K +93 +2%
SFP
2569
Sterling Financial Planning
New Jersey
$223K – – –
AIA
2570
AIMZ Investment Advisors
California
$223K – – –
EC
2571
EdgeRock Capital
Colorado
$222K +$12.2K +292 +6%
W
2572
Wealthquest
Ohio
$222K -$249K -5,958 -55%
NWA
2573
New World Advisors
Massachusetts
$222K – – –
6F
2574
626 Financial
Michigan
$222K +$206K +4,936 New
TW
2575
Towerpoint Wealth
California
$222K -$14.4K -346 -7%
101 102
103
104 105