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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3951
Mowery & Schoenfeld Wealth Management
Illinois
$121K – – –
EFMH
3952
E Fund Management (HK)
Hong Kong
$120K +$90.1K +484 +201%
HC
3953
Hurley Capital
New York
$118K +$558 +3 +0.4%
KAS
3954
Kemnay Advisory Services
New York
$118K +$12.8K +69 +11%
UIA
3955
Ulland Investment Advisors
Minnesota
$116K – – –
AF
3956
Abound Financial
California
$116K – – –
DWM
3957
Dogwood Wealth Management
Kansas
$115K -$10.1K -54 -7%
FDCP
3958
Foster Dykema Cabot & Partners
Massachusetts
$114K – – –
AWA
3959
Acumen Wealth Advisors
Tennessee
$113K -$3.72K -20 -3%
IRAG
3960
Investment Research & Advisory Group
Georgia
$113K +$49K +263 +69%
AAG
3961
Accordant Advisory Group
Maryland
$111K – – –
FC
3962
Fairscale Capital
New Hampshire
$111K – – –
BCPWM
3963
Bradley & Co Private Wealth Management
Florida
$110K +$63.5K +341 +107%
HHGA
3964
Halbert Hargrove Global Advisors
California
$108K -$6.7K -36 -5%
RF
3965
Robinswood Financial
Washington
$108K +$1.12K +6 +0.9%
A
3966
Allianz
Germany
$106K -$3.15M -16,900 -96%
NAC
3967
NI Acquisitions Company
Pennsylvania
$106K +$186K +999 New
MWPCG
3968
Measured Wealth Private Client Group
New Hampshire
$104K – – –
MSFP
3969
Mark Sheptoff Financial Planning
Connecticut
$103K +$186 +1 +0.2%
WA
3970
Walsh & Associates
Florida
$103K +$12.8K +69 +13%
BFS
3971
Burkett Financial Services
South Carolina
$102K +$1.12K +6 +1%
RCM
3972
Richardson Capital Management
Wisconsin
$102K – – –
HWM
3973
HighMark Wealth Management
Minnesota
$100K +$5.96K +32 +6%
OCM
3974
Osterweis Capital Management
California
$99.1K – – –
SMBT
3975
Southern Michigan Bank & Trust
Michigan
$99K – – –
157 158
159
160 161