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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
3651
Thornburg Investment Management
New Mexico
$420K -$297K -2,347 -39%
3F
3652
360 Financial
Minnesota
$420K -$133K -1,055 -22%
CIS
3653
Continental Investors Services
Washington
$420K – – –
RWM
3654
Reston Wealth Management
Virginia
$418K -$114K -900 -20%
RBC
3655
Roble Belko & Company
Pennsylvania
$418K +$3.03K +24 +0.7%
NA
3656
Nottingham Advisors
New York
$418K +$5.06K +40 +1%
AFS
3657
Annapolis Financial Services
Maryland
$417K +$31.2K +247 +7%
AIS
3658
American Investment Services
Massachusetts
$415K +$465K +3,676 New
TBWA
3659
Three Bridge Wealth Advisors
California
$414K – – –
FPFS
3660
First Personal Financial Services
North Carolina
$414K +$155K +1,226 +50%
LFA
3661
Level Financial Advisors
New York
$411K -$77K -609 -14%
TIM
3662
Thompson Investment Management
Wisconsin
$411K -$2.53K -20 -0.5%
CFSG
3663
Clark Financial Services Group
Missouri
$411K +$459K +3,635 New
HC
3664
Hoese & Co
Minnesota
$409K -$196K -1,550 -30%
MW
3665
Milestone Wealth
New York
$408K – – –
D
3666
Dentgroup
Louisiana
$408K +$460K +3,640 New
SPWG
3667
Sage Private Wealth Group
Illinois
$403K +$13.5K +107 +3%
PSIWM
3668
Paradigm Strategies in Wealth Management
Minnesota
$402K – – –
AWM
3669
Abound Wealth Management
Tennessee
$402K +$172K +1,362 +62%
RI
3670
Rinkey Investments
California
$401K -$12K -95 -2%
TWM
3671
Tanager Wealth Management
United Kingdom
$401K +$44.2K +350 +11%
RCM
3672
Requisite Capital Management
Texas
$400K -$179K -1,420 -29%
LTL
3673
Lowery Thomas LLC
California
$400K – – –
EHAM
3674
Eagle Harbor Asset Management
Washington
$397K -$6.19K -49 -1%
AAMC
3675
Asset Allocation & Management Company
Illinois
$396K +$758 +6 +0.2%
145 146
147
148 149