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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2401
Prosperity Wealth Management
California
$284K +$272K +7,206 New
BWCS
2402
Beirne Wealth Consulting Services
Connecticut
$283K -$21.1K -560 -7%
SCM
2403
SOL Capital Management
Maryland
$282K -$6.59K -175 -2%
OWM
2404
OneAscent Wealth Management
Alabama
$282K +$14.6K +387 +6%
WCMN
2405
Westchester Capital Management (Nebraska)
Nebraska
$282K – – –
TIA
2406
Tiemann Investment Advisors
California
$281K -$53.1K -1,410 -16%
AWM
2407
Aberdeen Wealth Management
Illinois
$281K – – –
KCM
2408
KRS Capital Management
Michigan
$281K -$18.7K -497 -7%
SPA
2409
Shore Point Advisors
New Jersey
$281K +$2.71K +72 +1%
CCM
2410
Crew Capital Management
Ohio
$280K -$1.88K -50 -0.7%
SIC
2411
Sterling Investment Counsel
New York
$280K -$83.6K -2,219 -24%
LCM
2412
LCM Capital Management
Illinois
$280K -$527 -14 -0.2%
PWC
2413
PYA Waltman Capital
Tennessee
$279K +$51.8K +1,374 +24%
JWCA
2414
J.W. Coons Advisors
Ohio
$278K -$42.4K -1,126 -14%
BWM
2415
Birchcreek Wealth Management
Ohio
$277K +$5.54K +147 +2%
ACP
2416
Aviance Capital Partners
Florida
$276K -$87.3K -2,318 -25%
PHIC
2417
Pine Haven Investment Counsel
Massachusetts
$276K +$11.3K +300 +4%
S
2418
SimplyRich
California
$276K -$1.77K -47 -0.7%
AMC
2419
Asset Management Corp
Illinois
$276K -$170K -4,524 -39%
NPPM
2420
North Point Portfolio Managers
Ohio
$276K – – –
SBWIC
2421
Schaper Benz & Wise Investment Counsel
Wisconsin
$276K – – –
TPWM
2422
Twelve Points Wealth Management
Massachusetts
$273K -$17K -452 -6%
PS
2423
Planned Solutions
California
$272K -$21.1K -559 -7%
WFAG
2424
Worth Financial Advisory Group
North Carolina
$272K +$260K +6,907 New
MAG
2425
Mayfair Advisory Group
Alabama
$272K +$49.8K +1,322 +25%
95 96
97
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