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Name Holding Trade Value Shares
Change 		Change in
Stake
EPIME
3451
Evelyn Partners Investment Management (Europe)
$243K – – –
RW
3452
REDW Wealth
New Mexico
$241K +$9.24K +59 +4%
P
3453
Paradiem
Louisiana
$241K – – –
CWA
3454
Crux Wealth Advisors
California
$240K -$13.6K -87 -6%
SF
3455
Seek First
California
$239K +$224K +1,431 New
MAG
3456
M3 Advisory Group
Massachusetts
$239K -$12.7K -81 -5%
BWM
3457
Brown Wealth Management
Illinois
$239K +$5.79K +37 +3%
IPAM
3458
Investment Partners Asset Management
New Jersey
$239K -$281K -1,792 -56%
MADFP
3459
Michael A Dubis Financial Planning
Wisconsin
$239K +$157 +1 +0.1%
LFG
3460
Lockerman Financial Group
California
$238K -$21K -134 -9%
CWM
3461
Collaborative Wealth Management
Florida
$238K +$1.72K +11 +0.8%
MC
3462
Mathes Company
New York
$238K -$76.7K -490 -26%
WWM
3463
WT Wealth Management
Arizona
$238K -$57.1K -365 -20%
PFG
3464
Pinnacle Financial Group
Illinois
$238K +$222K +1,421 New
LFA
3465
Laraway Financial Advisors
Minnesota
$238K – – –
KWS
3466
Keystone Wealth Services
California
$236K +$221K +1,413 New
TF
3467
Tandem Financial
Colorado
$236K +$157 +1 +0.1%
AF
3468
Affiance Financial
Minnesota
$236K – – –
IWP
3469
IAG Wealth Partners
Wisconsin
$236K -$36.5K -233 -14%
IWP
3470
Invenio Wealth Partners
Florida
$236K +$221K +1,409 New
SIAM
3471
Sterling Investment Advisors (Missouri)
Missouri
$235K -$470 -3 -0.2%
WFA
3472
Wade Financial Advisory
California
$235K -$7.36K -47 -3%
AF
3473
AtlasMark Financial
Texas
$235K – – –
NG
3474
Northstar Group
New York
$235K – – –
SIC
3475
Sage Investment Counsel
Tennessee
$235K -$15.7K -100 -7%
137 138
139
140 141