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Name Holding Trade Value Shares
Change 		Change in
Stake
LOWM
1851
Laurel Oak Wealth Management
New Jersey
$894K +$17.3K +64 +2%
TGIA
1852
Torrey Growth & Income Advisors
California
$893K – – –
PMWMG
1853
Parr McKnight Wealth Management Group
Minnesota
$891K -$2.8M -10,337 -74%
BFO
1854
Biltmore Family Office
North Carolina
$888K -$416K -1,537 -30%
TTWM
1855
TCV Trust & Wealth Management
Virginia
$887K +$557K +2,060 +129%
GCM
1856
Gladius Capital Management
Illinois
$886K -$1.62K -6 -0.2%
DS
1857
DRW Securities
Illinois
$886K +$992K +3,667 New
CCG
1858
Chatham Capital Group
Georgia
$885K – – –
WFI
1859
West Family Investments
California
$885K -$407K -1,506 -29%
KCM
1860
Kendall Capital Management
Maryland
$885K +$110K +405 +12%
MPI
1861
Mairs & Power Inc
Minnesota
$884K +$5.41K +20 +0.6%
MIM
1862
MTM Investment Management
South Carolina
$882K +$1.08K +4 +0.1%
SWA
1863
SOA Wealth Advisors
New York
$880K +$4.33K +16 +0.4%
SDIC
1864
South Dakota Investment Council
South Dakota
$876K -$216K -800 -18%
VNA
1865
Valley National Advisers
Pennsylvania
$876K +$27.6K +102 +3%
SFG
1866
Shum Financial Group
California
$875K +$2.71K +10 +0.3%
QWM
1867
Quadcap Wealth Management
Texas
$874K +$50.1K +185 +5%
FAFN
1868
First Affirmative Financial Network
Colorado
$872K +$974K +3,599 New
TIA
1869
Traphagen Investment Advisors
New Jersey
$872K -$41.4K -153 -4%
RWM
1870
Revisor Wealth Management
Ohio
$872K +$30.6K +113 +3%
AA
1871
Alta Advisers
United Kingdom
$871K – – –
FAN
1872
Financial Advisors Network
California
$871K -$20.6K -76 -2%
PFSC
1873
Peoples Financial Services Corp
Pennsylvania
$871K -$122K -450 -11%
HKAM
1874
Horizon Kinetics Asset Management
New York
$869K -$33.8K -125 -3%
KIG
1875
Kennedy Investment Group
New Jersey
$869K +$12.2K +45 +1%
73 74
75
76 77