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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2176
Baron Wealth Management
Michigan
$503K +$38.9K +370 +9%
SIC
2177
Samalin Investment Counsel
New York
$502K -$106K -1,005 -18%
TIA
2178
Tiemann Investment Advisors
California
$502K -$108K -1,025 -19%
GA
2179
Goldstein Advisors
Wisconsin
$502K -$87.9K -837 -16%
APC
2180
Aspire Private Capital
North Carolina
$502K +$380K +3,620 +409%
WCM
2181
Whitener Capital Management
North Carolina
$501K -$42K -400 -8%
OIM
2182
Orca Investment Management
Oregon
$501K -$13.1K -125 -3%
EFM
2183
E Fund Management
China
$499K +$184K +1,751 +64%
RPGK
2184
Retirement Planning Group (Kansas)
Kansas
$499K +$24.9K +237 +6%
DTL
2185
Dynamic Technology Lab
Singapore
$498K +$470K +4,470 New
T
2186
TOBAM
France
$495K +$40.9K +389 +10%
PBF
2187
Petix & Botte Financial
California
$495K -$31.1K -296 -6%
PCFFS
2188
Pacific Center for Financial Services
California
$494K – – –
MMG
2189
Monetary Management Group
Missouri
$493K – – –
RIS
2190
Retirement Income Solutions
Michigan
$492K -$2.63K -25 -0.6%
BEW
2191
Burton Enright Welch
California
$490K +$6.41K +61 +1%
SCP
2192
Sandhill Capital Partners
New York
$490K -$9.03K -86 -2%
MFS
2193
Miller Financial Services
Michigan
$490K +$463K +4,403 New
FFWA
2194
FRG Family Wealth Advisors
Washington
$489K -$2.1K -20 -0.5%
MCM
2195
McDonough Capital Management
Florida
$488K -$28K -267 -6%
GG
2196
Greenwood Gearhart
Arkansas
$486K -$43.3K -412 -9%
ILI
2197
Invesco LLC (Illinois)
Illinois
$486K -$53.7K -511 -10%
SWM
2198
Sendero Wealth Management
Texas
$485K – – –
VCM
2199
Vivaldi Capital Management
Illinois
$484K +$20.1K +191 +5%
FWMM
2200
Foundation Wealth Management (Missouri)
Missouri
$484K +$457K +4,347 New
86 87
88
89 90