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Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1876
Keudell/Morrison Wealth Management
Oregon
$358K +$6.37K +66 +2%
MSWM
1877
McGlone Suttner Wealth Management
Wisconsin
$356K +$369K +3,823 New
SFS
1878
Stiles Financial Services
Minnesota
$356K +$30.8K +319 +9%
LCM
1879
Leisure Capital Management
California
$355K -$23.1K -239 -6%
CF
1880
Corrigan Financial
Rhode Island
$354K +$16.9K +175 +5%
KWM
1881
Kolinsky Wealth Management
New Jersey
$354K +$24.8K +257 +7%
EWM
1882
Edge Wealth Management
New York
$354K – – –
PAG
1883
Powers Advisory Group
Illinois
$352K +$1.54K +16 +0.4%
SFO
1884
Stokes Family Office
Louisiana
$352K -$43.4K -450 -11%
PCOC
1885
Power Corp of Canada
Canada
$352K – – –
SFG
1886
Sather Financial Group
Texas
$350K -$25K -259 -6%
QCIG
1887
Quad-Cities Investment Group
Iowa
$349K +$24.6K +255 +7%
WA
1888
Wealth Architects
California
$349K -$12K -124 -3%
HSG
1889
Helen Stephens Group
Texas
$348K -$16.4K -170 -4%
RDWM
1890
Red Door Wealth Management
Tennessee
$348K +$74.3K +770 +26%
FNBSF
1891
First National Bank Sioux Falls
South Dakota
$348K -$41K -425 -10%
PMFA
1892
Plante Moran Financial Advisors
Michigan
$347K -$9.36K -97 -3%
NIC
1893
Northwest Investment Counselors
Oregon
$347K -$433K -4,491 -55%
PAM
1894
Private Asset Management
California
$347K +$67.6K +701 +23%
IFU
1895
iSAM Funds (UK)
United Kingdom
$346K +$358K +3,710 New
TNAM
1896
Terra Nova Asset Management
New York
$344K -$27.8K -288 -7%
SWM
1897
Seed Wealth Management
Illinois
$344K +$356K +3,690 New
ISWM
1898
Independent Solutions Wealth Management
New York
$341K +$96 +1 +0%
I2I
1899
Insight 2811 Inc
Illinois
$340K -$38.2K -396 -10%
PCM
1900
Pointe Capital Management
Michigan
$340K -$19.8K -205 -5%
74 75
76
77 78