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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
2176
Tarbox Family Office
California
$261K -$13.1K -300 -4%
NG
2177
Northstar Group
New York
$261K -$2.27K -52 -0.8%
TF
2178
TRH Financial
Iowa
$261K +$654 +15 +0.2%
CWC
2179
Carolinas Wealth Consulting
North Carolina
$261K +$172K +3,944 +148%
AFS
2180
Access Financial Services
Minnesota
$260K -$23.8K -545 -8%
BCM
2181
Brooktree Capital Management
Michigan
$259K -$462K -10,591 -62%
TFF
2182
The Family Firm
Maryland
$259K -$27.3K -627 -9%
AAM
2183
Ameraudi Asset Management
New York
$259K – – –
MCA
2184
Magnolia Capital Advisors
Mississippi
$258K -$5.88K -135 -2%
NCM
2185
Northwest Capital Management
Oregon
$257K +$5.19K +119 +2%
WCG
2186
Weaver Consulting Group
California
$257K +$32.5K +746 +13%
KWMG
2187
King Wealth Management Group
Florida
$256K +$4.45K +102 +2%
22CM
2188
20/20 Capital Management
California
$256K +$38.4K +880 +16%
CFO
2189
CVA Family Office
Colorado
$255K +$36.2K +830 +15%
CAM
2190
Concorde Asset Management
Michigan
$254K +$61.7K +1,416 +28%
IAP
2191
Indie Asset Partners
Indiana
$253K -$111K -2,556 -28%
WA
2192
Wambolt & Associates
Colorado
$253K -$15.3K -350 -5%
RW
2193
REDW Wealth
New Mexico
$252K -$13.5K -309 -5%
FDCC
2194
Foster Dykema Cabot & Co
Massachusetts
$252K – – –
SAM
2195
Summit Asset Management
Tennessee
$252K +$56.3K +1,292 +25%
ACM
2196
AUA Capital Management
Pennsylvania
$252K +$61.9K +1,421 +29%
KBFS
2197
Kohmann Bosshard Financial Services
Ohio
$251K -$29.4K -675 -10%
HR
2198
Howe & Rusling
New York
$251K +$18.2K +418 +7%
KA
2199
Klingman & Associates
New York
$251K +$81.1K +1,860 +41%
OL
2200
Optas LLC
Texas
$251K +$277K +6,348 New
86 87
88
89 90