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Name Holding Trade Value Shares
Change 		Change in
Stake
WWWM
2226
White Wing Wealth Management
Texas
$202K +$189K +882 New
TF
2227
Tompkins Financial
New York
$202K +$8.13K +38 +5%
PAG
2228
Paladin Advisory Group
Iowa
$201K -$18.6K -87 -10%
BIP
2229
Blueprint Investment Partners
North Carolina
$201K +$165K +773 New
SIA
2230
Strategic Investment Advisors
Michigan
$201K +$165K +771 New
BTIM
2231
BancFirst Trust & Investment Management
Oklahoma
$201K +$165K +772 New
DCM
2232
Dimension Capital Management
Florida
$201K +$165K +771 New
WH
2233
Willner & Heller
California
$201K +$165K +770 New
EFM
2234
E Fund Management
China
$200K +$164K +768 New
HIIFS
2235
Harel Insurance Investments & Financial Services
Israel
$200K +$4.28K +20 +3%
ECM
2236
Elgethun Capital Management
South Dakota
$199K – – –
CFD
2237
Creative Financial Designs
Indiana
$197K +$5.13K +24 +3%
TFM
2238
TFC Financial Management
Massachusetts
$193K +$214 +1 +0.1%
CIA
2239
Cape Investment Advisory
Georgia
$192K +$90.5K +423 +134%
EC
2240
EdgeRock Capital
Colorado
$192K +$196K +918 New
SWM
2241
Sanctuary Wealth Management
Idaho
$188K +$4.28K +20 +3%
LTI
2242
Laffer Tengler Investments
Tennessee
$188K – – –
CFS
2243
CGC Financial Services
Oregon
$187K – – –
HFS
2244
HBC Financial Services
Washington
$186K – – –
HFM
2245
Harvest Fund Management
China
$185K – – –
OCM
2246
Osterweis Capital Management
California
$182K – – –
PWMG
2247
Private Wealth Management Group
New Jersey
$181K +$148K +694 New
PP
2248
PFS Partners
New Jersey
$180K -$16.5K -77 -10%
AWM
2249
Able Wealth Management
New Jersey
$179K +$147K +686 New
FMP
2250
Financial Management Professionals
Texas
$176K -$12.8K -60 -8%
88 89
90
91 92