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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2226
Thrive Wealth Management
Pennsylvania
$390K -$9.13K -85 -2%
KLI
2227
Kelman-Lazarov Inc
Tennessee
$388K +$6.02K +56 +1%
BCM
2228
BCK Capital Management
Connecticut
$387K – – –
NI
2229
Natural Investments
California
$387K -$16.1K -150 -4%
KWMG
2230
King Wealth Management Group
Florida
$387K -$10.3K -96 -2%
RIM
2231
Redwood Investment Management
Arizona
$386K -$1.08M -10,018 -72%
TPWM
2232
Twelve Points Wealth Management
Massachusetts
$386K +$14.2K +132 +3%
BOJHT
2233
Bank of Jackson Hole Trust
Wyoming
$385K -$26.7K -248 -7%
RC
2234
Rahlfs Capital
Texas
$385K – – –
SSA
2235
South Street Advisors
New York
$385K -$13.4K -125 -3%
CCM
2236
Crew Capital Management
Ohio
$385K -$29.7K -276 -7%
SL
2237
Sentinus LLC
Illinois
$384K +$3.76K +35 +0.9%
GFP
2238
Gryphon Financial Partners
Ohio
$383K +$11.9K +111 +3%
SIC
2239
Sage Investment Counsel
Tennessee
$383K -$32.5K -302 -7%
CIG
2240
Cairn Investment Group
Washington
$383K – – –
KA
2241
Kooman & Associates
Pennsylvania
$383K +$9.56K +89 +2%
MFA
2242
McClarren Financial Advisors
Pennsylvania
$382K +$409K +3,809 New
SL
2243
Sentry LLC
Tennessee
$382K – – –
CWM
2244
Circle Wealth Management
New Jersey
$381K -$23.6K -220 -5%
SSWM
2245
Sheets Smith Wealth Management
North Carolina
$381K -$859K -7,989 -67%
GWM
2246
Greenwich Wealth Management
Connecticut
$379K -$25.4K -236 -6%
LF
2247
LifeSteps Financial
California
$378K -$20.6K -192 -5%
PCMC
2248
Paragon Capital Management (Colorado)
Colorado
$378K +$645 +6 +0.2%
PFSC
2249
Peoples Financial Services Corp
Pennsylvania
$377K – – –
ACS
2250
Archford Capital Strategies
Illinois
$377K -$78.8K -733 -16%
88 89
90
91 92