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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2751
Mendel Capital Management
Arkansas
$214K +$204K +4,492 New
TFCP
2752
Twin Focus Capital Partners
Massachusetts
$214K +$204K +4,486 New
LAM
2753
Lifestyle Asset Management
Texas
$214K +$204K +4,482 New
NC
2754
NovaPoint Capital
Georgia
$214K +$204K +4,482 New
SSW
2755
Stone Summit Wealth
Florida
$212K +$203K +4,460 New
HGERS
2756
Householder Group Estate & Retirement Specialist
Arizona
$212K +$1.27K +28 +0.6%
CWG
2757
Crown Wealth Group
North Carolina
$212K +$202K +4,448 New
PAG
2758
Private Advisory Group
Washington
$212K +$202K +4,440 New
TAM
2759
Townsend Asset Management
North Carolina
$210K +$201K +4,413 New
HR
2760
Hardy Reed
Mississippi
$210K +$201K +4,413 New
SA
2761
SRH Advisors
Kansas
$210K – – –
PFM
2762
Patton Fund Management
Texas
$210K +$201K +4,417 New
PP
2763
PFS Partners
New Jersey
$210K -$3.32K -73 -2%
MWA
2764
Motive Wealth Advisors
Michigan
$209K +$199K +4,383 New
LL
2765
LPWM LLC
Minnesota
$209K +$195K +4,275 New
FC
2766
Financial Consulate
Maryland
$208K -$56.8K -1,249 -22%
SCG
2767
Sonata Capital Group
Washington
$208K +$199K +4,373 New
LNWTC
2768
Laird Norton Wetherby Trust Company
Washington
$208K +$199K +4,366 New
DA
2769
Dover Advisors
Virginia
$207K +$198K +4,345 New
LFG
2770
Lazard Frères Gestion
France
$206K -$18.7M -409,818 -99%
RWP
2771
Revolve Wealth Partners
New Jersey
$205K +$196K +4,311 New
MWM
2772
Merriman Wealth Management
Washington
$205K +$196K +4,307 New
FAT
2773
First American Trust
California
$204K -$112K -2,468 -37%
MWM
2774
Mascoma Wealth Management
New Hampshire
$204K -$38.2K -840 -16%
DE
2775
Day & Ennis
Georgia
$204K +$195K +4,277 New
109 110
111
112 113