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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2401
Salvus Wealth Management
New Jersey
$318K -$72.6K -1,744 -20%
WAG
2402
Windsor Advisory Group
Ohio
$318K -$89.5K -2,149 -23%
FA
2403
FSA Advisors
Michigan
$317K +$291K +6,988 New
HKAM
2404
Horizon Kinetics Asset Management
New York
$316K +$47.7K +1,145 +20%
COCM
2405
Charter Oak Capital Management
New Hampshire
$316K +$4.33K +104 +2%
6F
2406
626 Financial
Michigan
$316K +$19.8K +475 +7%
CW
2407
Channel Wealth
California
$316K -$8.78K -211 -3%
BWP
2408
Baldwin Wealth Partners
Massachusetts
$315K -$34.1K -820 -11%
MFC
2409
Mechanics Financial Corp
Ohio
$315K +$11.2K +270 +4%
MWM
2410
Marion Wealth Management
Pennsylvania
$315K – – –
BFA
2411
Beaumont Financial Advisors
Massachusetts
$315K +$48K +1,152 +20%
WCMN
2412
Westchester Capital Management (Nebraska)
Nebraska
$315K +$9.2K +221 +3%
MYIA
2413
Mount Yale Investment Advisors
Colorado
$315K -$75.6K -1,816 -21%
SFC
2414
SYM Financial Corp
Indiana
$314K +$11.2K +268 +4%
S
2415
SharpePoint
Arizona
$314K +$11K +265 +4%
CFS
2416
CRA Financial Services
New Jersey
$314K +$10.2K +246 +4%
NA
2417
Nautilus Advisors
California
$313K -$25.8K -619 -8%
FNWA
2418
Financial Network Wealth Advisors
Utah
$313K +$117K +2,802 +68%
TCM
2419
Traynor Capital Management
Pennsylvania
$313K +$287K +6,892 New
MAG
2420
Mayfair Advisory Group
Alabama
$313K -$6.79K -163 -2%
JLBC
2421
J.L. Bainbridge & Co
Florida
$312K +$26.3K +632 +10%
MCM
2422
MontVue Capital Management
Virginia
$312K -$69.1K -1,660 -19%
BAM
2423
Byrne Asset Management
New Jersey
$312K +$4.37K +105 +2%
WF
2424
WoodTrust Financial
Wisconsin
$311K – – –
TPW
2425
Talon Private Wealth
Florida
$310K -$115K -2,760 -29%
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97
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