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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2251
McLean Asset Management
Virginia
$328K +$40.1K +994 +14%
KAM
2252
Kraft Asset Management
Tennessee
$327K +$31.6K +784 +11%
GWA
2253
GGM Wealth Advisors
Maryland
$327K +$443 +11 +0.1%
FNWM
2254
Financial Network Wealth Management
Utah
$326K +$319K +7,924 New
COCM
2255
Charter Oak Capital Management
New Hampshire
$326K -$40.1K -995 -11%
MJRIC
2256
Mogy Joel R Investment Counsel
California
$326K – – –
CPA
2257
Clear Point Advisors
New York
$325K +$4.39K +109 +1%
CIS
2258
Custom Index Systems
New York
$325K +$317K +7,877 New
BL
2259
Balentine LLC
Georgia
$325K -$2.91M -72,262 -90%
SPWM
2260
Schrum Private Wealth Management
Florida
$325K -$55.3K -1,371 -15%
MPCG
2261
Matrix Private Capital Group
New York
$325K +$1.89K +47 +0.6%
HG
2262
Harbor Group
New Hampshire
$324K -$8.38K -208 -3%
CPW
2263
Cove Private Wealth
New York
$324K – – –
SCM
2264
SOL Capital Management
Maryland
$324K -$54.4K -1,350 -15%
GKWIM
2265
Gerber Kawasaki Wealth & Investment Management
California
$324K -$22.7K -564 -7%
MLL
2266
Moody Lynn & Lieberson
Massachusetts
$324K – – –
VCG
2267
Vantage Consulting Group
Virginia
$323K -$7.54K -187 -2%
SMA
2268
Seven Mile Advisory
New Jersey
$323K -$84.2K -2,090 -21%
JC
2269
Jentner Corp
Ohio
$322K +$887 +22 +0.3%
AP
2270
Appleton Partners
Massachusetts
$322K +$19.9K +495 +7%
CFA
2271
Capstone Financial Advisors
Illinois
$321K +$242 +6 +0.1%
VC
2272
Vicus Capital
Pennsylvania
$321K +$113K +2,804 +56%
FA
2273
FDx Advisors
Illinois
$321K -$150K -3,725 -32%
SWP
2274
Summit Wealth Partners
Florida
$321K -$27.7K -688 -8%
TWM
2275
Triton Wealth Management
Arizona
$320K -$7.9K -196 -2%
89 90
91
92 93