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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
3401
Landaas & Company
Wisconsin
$224K – – –
MPM
3402
MBB Public Markets
Illinois
$224K -$52.9K -375 -19%
NCM
3403
Northwest Capital Management
Oregon
$224K -$9.16K -65 -4%
4WM
3404
4J Wealth Management
Virginia
$224K – – –
CNBOF
3405
City National Bank of Florida
Florida
$224K -$1.13K -8 -0.5%
EFL
3406
ERn Financial LLC
Wisconsin
$223K -$710K -5,035 -76%
TCB
3407
Texas Capital Bancshares
Texas
$223K -$67.7K -480 -24%
GKIM
3408
GW&K Investment Management
Massachusetts
$223K +$42.2K +299 +24%
NFG
3409
Nadler Financial Group
Illinois
$223K -$40.7K -289 -16%
MWM
3410
MBE Wealth Management
Wisconsin
$222K -$705 -5 -0.3%
SSA
3411
Sierra Summit Advisors
Nevada
$222K -$25.8K -183 -11%
SCM
3412
Sage Capital Management
New Jersey
$222K – – –
OFW
3413
Omnia Family Wealth
Florida
$222K -$59.2K -420 -21%
HWM
3414
Heirloom Wealth Management
Colorado
$221K -$81.5K -578 -27%
MF
3415
Montis Financial
Massachusetts
$221K -$8.04K -57 -4%
BWM
3416
Brown Wealth Management
Illinois
$220K +$15.2K +108 +8%
EC
3417
EdgeRock Capital
Colorado
$219K +$214K +1,519 New
FRA
3418
Front Row Advisors
California
$219K -$146K -1,039 -40%
CWM
3419
Crowley Wealth Management
Delaware
$218K +$282 +2 +0.1%
EWA
3420
Evolution Wealth Advisors
Florida
$218K – – –
LIA
3421
LifePlan Investment Advisors
North Carolina
$218K +$8.6K +61 +4%
AWA
3422
Aletheian Wealth Advisors
Washington
$218K +$4.51K +32 +2%
BRG
3423
Bay Rivers Group
Virginia
$218K -$12K -85 -5%
CC
3424
Capstone Capital
Nevada
$218K -$4.93K -35 -2%
RTC
3425
Riverview Trust Company
Washington
$218K -$41.4K -294 -16%
135 136
137
138 139