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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2201
Manchester Capital Management
Vermont
$256K -$43K -1,273 -14%
MJRIC
2202
Mogy Joel R Investment Counsel
California
$256K -$162K -4,784 -38%
RMCM
2203
Reynders McVeigh Capital Management
Massachusetts
$256K -$294K -8,699 -52%
JWM
2204
JGP Wealth Management
Oregon
$256K +$267K +7,898 New
OPPS
2205
Obsidian Personal Planning Solutions
Maryland
$256K -$10K -297 -4%
MLL
2206
Moody Lynn & Lieberson
Massachusetts
$256K +$2.74K +81 +1%
RWP
2207
Revolve Wealth Partners
New Jersey
$256K +$266K +7,885 New
CFA
2208
Capstone Financial Advisors
Illinois
$255K -$66.6K -1,971 -20%
LF
2209
LifeSteps Financial
California
$255K -$13.2K -390 -5%
CWC
2210
Carolinas Wealth Consulting
North Carolina
$255K -$114K -3,378 -7%
LIA
2211
LBMC Investment Advisors
Tennessee
$255K +$13.4K +398 +5%
WCM
2212
Weik Capital Management
Pennsylvania
$254K – – –
WAC
2213
William Allan Corp
Colorado
$254K +$43.1K +1,275 +19%
FAT
2214
First American Trust
California
$253K +$66K +1,954 +33%
PS
2215
Planned Solutions
California
$253K -$26.7K -791 -9%
FPCG
2216
Fort Pitt Capital Group
Pennsylvania
$252K +$38.5K +1,140 +17%
GWCM
2217
Godshalk Welsh Capital Management
Pennsylvania
$251K -$98K -2,900 -27%
JC
2218
Jentner Corp
Ohio
$251K +$811 +24 +0.3%
OFS
2219
OneAscent Financial Services
Alabama
$250K +$41.9K +1,241 +19%
SAM
2220
S.A. Mason
Michigan
$250K -$160K -4,723 -38%
SWM
2221
SFG Wealth Management
Maryland
$249K +$237 +7 +0.1%
MA
2222
MJP Associates
Connecticut
$249K -$309K -9,159 -54%
ES
2223
ETF Store
Kansas
$247K +$5.37K +159 +2%
BWCS
2224
Beirne Wealth Consulting Services
Connecticut
$247K – – –
MAG
2225
Mayfair Advisory Group
Alabama
$247K +$34 +1 +0%
87 88
89
90 91