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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
3451
Affiance Financial
Minnesota
$211K +$8.32K +59 +4%
RW
3452
REDW Wealth
New Mexico
$210K +$3.67K +26 +2%
RWM
3453
RMG Wealth Management
Wisconsin
$209K +$196K +1,389 New
RWS
3454
Rochester Wealth Strategies
Michigan
$209K – – –
EPIME
3455
Evelyn Partners Investment Management (Europe)
$208K – – –
QCIG
3456
Quad-Cities Investment Group
Iowa
$207K +$204K +1,448 New
SF
3457
Seek First
California
$207K +$2.26K +16 +1%
HPIA
3458
Hamilton Point Investment Advisors
North Carolina
$207K -$4.51K -32 -2%
SIM
3459
SSI Investment Management
California
$207K -$124K -879 -38%
MWA
3460
Motive Wealth Advisors
Michigan
$206K +$25.5K +181 +14%
P
3461
Paradiem
Louisiana
$206K – – –
TCM
3462
TruNorth Capital Management
Michigan
$206K -$125K -885 -38%
JCM
3463
Jag Capital Management
Missouri
$206K +$32K +227 +19%
FEG
3464
Financial Enhancement Group
Indiana
$205K +$187K +1,323 New
CWM
3465
Collaborative Wealth Management
Florida
$205K +$1.41K +10 +0.7%
MIM
3466
Meixler Investment Management
Arizona
$205K -$14.9K -106 -7%
PP
3467
PFS Partners
New Jersey
$205K +$8.18K +58 +4%
WCM
3468
Warburton Capital Management
Oklahoma
$205K +$184K +1,308 New
OWM
3469
Opes Wealth Management
California
$205K -$8.46K -60 -4%
PWP
3470
Perfromance Wealth Partners
Illinois
$205K +$201K +1,429 New
BMCM
3471
Burns Matteson Capital Management
New York
$204K -$5.22K -37 -3%
KWS
3472
Keystone Wealth Services
California
$203K +$705 +5 +0.4%
MCIA
3473
Mountain Capital Investment Advisors
Colorado
$203K -$25.7K -182 -12%
SWM
3474
SilverOak Wealth Management
Minnesota
$202K +$199K +1,414 New
TF
3475
Tandem Financial
Colorado
$202K +$141 +1 +0.1%
137 138
139
140 141