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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1601
Morningstar Investment Management
Illinois
$248K – – –
WPC
1602
White Pine Capital
Minnesota
$247K +$213K +2,387 New
LOWM
1603
Laurel Oak Wealth Management
New Jersey
$247K +$213K +2,386 New
CP
1604
Canopy Partners
Ohio
$245K +$212K +2,372 New
TWP
1605
Tempus Wealth Planning
California
$245K +$211K +2,367 New
MMM
1606
Mendel Money Management
Illinois
$244K -$716K -8,025 -77%
USWIA
1607
UP Strategic Wealth Investment Advisors
Pennsylvania
$243K +$1.25K +14 +0.6%
ISFAN
1608
Investor's Fiduciary Advisor Network
Washington
$243K +$210K +2,351 New
BFO
1609
Biltmore Family Office
North Carolina
$243K +$209K +2,346 New
SPWM
1610
Spartan Planning & Wealth Management
North Carolina
$243K +$209K +2,344 New
DWM
1611
Drive Wealth Management
Utah
$242K +$209K +2,344 New
KA
1612
Klingman & Associates
New York
$241K -$120K -1,345 -37%
WI
1613
Westbourne Investments
Virginia
$241K +$208K +2,330 New
LCM
1614
Liberty Capital Management
Michigan
$241K +$208K +2,328 New
MSCM
1615
McElhenny Sheffield Capital Management
Texas
$240K +$207K +2,322 New
BFA
1616
Beacon Financial Advisory
Ohio
$240K +$207K +2,321 New
PWPS
1617
Pinnacle Wealth Planning Services
Ohio
$240K +$7.68K +86 +4%
USB
1618
Union Savings Bank
Connecticut
$239K – – –
FBFS
1619
First Business Financial Services
Wisconsin
$239K +$206K +2,312 New
NHC
1620
Nicholas Hoffman & Company
Georgia
$238K +$205K +2,301 New
SMWM
1621
Silvia McColl Wealth Management
California
$238K +$205K +2,300 New
SB
1622
Strategic Blueprint
Georgia
$238K +$205K +2,299 New
AF
1623
Amara Financial
California
$237K -$298K -3,337 -59%
MA
1624
MJP Associates
Connecticut
$237K +$205K +2,293 New
FFA
1625
Fragasso Financial Advisors
Pennsylvania
$237K +$204K +2,290 New
63 64
65
66 67