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Name Holding Trade Value Shares
Change 		Change in
Stake
MM
5176
MQS Management
New York
$655K +$645K +3,192 New
VP
5177
Verisail Partners
Georgia
$652K +$86.8K +430 +16%
OA
5178
Oceanside Advisors
South Carolina
$652K -$404 -2 -0.1%
MLIC
5179
Mandatum Life Insurance Company
Finland
$651K – – –
AWM
5180
Altus Wealth Management
Kentucky
$649K -$1.06M -5,255 -62%
TVM
5181
True Vision MN
Minnesota
$644K -$333K -1,647 -34%
VH
5182
Visionary Horizons
Tennessee
$641K -$30.1K -149 -5%
AI
5183
Arrien Investments
Idaho
$640K -$17.8K -88 -3%
CEI
5184
Clark Estates Inc
New York
$638K – – –
LRWM
5185
Lord & Richards Wealth Management
Colorado
$637K +$246K +1,219 +65%
TIM
5186
Thornburg Investment Management
New Mexico
$637K – – –
JE
5187
JMAC Enterprises
Pennsylvania
$636K -$29.5K -146 -4%
QHA
5188
Quarry Hill Advisors
Minnesota
$636K +$606 +3 +0.1%
TLFA
5189
True Link Financial Advisors
California
$634K -$37.2K -184 -6%
MWP
5190
Momentum Wealth Planning
Florida
$634K +$624K +3,090 New
PC
5191
Prairiewood Capital
North Dakota
$633K +$18.4K +91 +3%
LWM
5192
Level Wealth Management
North Carolina
$633K -$23.2K -115 -4%
FWM
5193
FSR Wealth Management
Illinois
$632K -$32.9K -163 -5%
MWM
5194
Magnolia Wealth Management
Alabama
$631K – – –
BAM
5195
Boyar Asset Management
New York
$630K – – –
MF
5196
Manuka Financial
Virginia
$623K +$19K +94 +3%
PCI
5197
Pacifica Capital Investments
Texas
$622K -$507K -2,510 -45%
ACM
5198
Ashford Capital Management
Delaware
$619K -$82.4K -408 -12%
CCM
5199
Charter Capital Management
Wisconsin
$617K +$607K +3,007 New
MCFP
5200
Mallini Complete Financial Planning
Florida
$617K – – –
206 207
208
209 210