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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2876
Laidlaw Wealth Management
New York
$552K -$4.01K -11 -0.8%
VST
2877
Van Strum & Towne
California
$550K -$20.1K -55 -4%
KWM
2878
Kaydan Wealth Management
Michigan
$550K +$6.2K +17 +1%
RPCA
2879
Running Point Capital Advisors
California
$549K +$33.2K +91 +7%
SL
2880
Summitry LLC
California
$549K +$71.5K +196 +17%
SDJVC
2881
St. Denis J. Villere & Co
Louisiana
$549K – – –
BTWM
2882
Brass Tax Wealth Management
Ohio
$548K -$10.6K -29 -2%
MSG
2883
Main Street Group
Virginia
$548K -$12K -33 -2%
CCM
2884
Compass Capital Management
Minnesota
$547K – – –
AF
2885
AtlasMark Financial
Texas
$547K +$492K +1,350 New
PP
2886
PrairieView Partners
Minnesota
$547K – – –
VCM
2887
Violich Capital Management
California
$547K – – –
FP
2888
Foundry Partners
Minnesota
$545K -$32.8K -90 -6%
TA
2889
TPG Advisors
Illinois
$544K +$365 +1 +0.1%
SMA
2890
Seven Mile Advisory
New Jersey
$544K +$16.8K +46 +4%
SIC
2891
SJS Investment Consulting
Ohio
$543K +$36.8K +101 +8%
BLAM
2892
Bourne Lent Asset Management
New York
$543K – – –
HWM
2893
HFR Wealth Management
New York
$543K – – –
SFS
2894
Symphony Financial Services
Ohio
$542K +$271K +743 +56%
CAM
2895
Concorde Asset Management
Michigan
$542K -$4.01K -11 -0.8%
GIM
2896
Groesbeck Investment Management
New Jersey
$541K -$189K -519 -28%
HSWM
2897
Hubbell Strickland Wealth Management
Louisiana
$540K +$5.47K +15 +1%
D
2898
Dentgroup
Louisiana
$539K +$365 +1 +0.1%
TFA
2899
TPG Financial Advisors
Oregon
$539K +$229K +627 +89%
AC
2900
ASB Consultores
Florida
$539K +$91.2K +250 +23%
114 115
116
117 118