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Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
2101
Horst & Graben Wealth Management
Oregon
$521K +$521K +8,714 New
SWM
2102
Sugarloaf Wealth Management
Georgia
$517K -$785K -13,135 -60%
WEPOG
2103
Wealth Enhancement & Preservation of GA
Georgia
$517K -$266K -4,441 -33%
MTCM
2104
Mint Tower Capital Management
Netherlands
$516K +$505K +8,449 +4,773%
LWMM
2105
Legacy Wealth Management (Mississippi)
Mississippi
$514K – – –
VWA
2106
VERITY Wealth Advisors
United States
$514K – – –
HC
2107
Hendley & Co
Ohio
$512K +$5.14K +86 +1%
BMM
2108
Buffington Mohr McNeal
Idaho
$512K +$16.8K +281 +3%
DSAM
2109
Dock Street Asset Management
Florida
$512K +$22.9K +383 +5%
CCM
2110
Canal Capital Management
Virginia
$511K -$22.7K -380 -4%
HIM
2111
Hotaling Investment Management
Pennsylvania
$511K +$50.2K +840 +11%
PFO
2112
Pathstone Family Office
New Jersey
$510K -$95.6K -1,599 -16%
HCM
2113
Howard Capital Management
Georgia
$510K +$515K +8,610 New
DA
2114
Detalus Advisors
Missouri
$507K -$28.1K -470 -5%
AIM
2115
Avity Investment Management
Connecticut
$507K +$17.6K +295 +4%
TGAM
2116
TBH Global Asset Management
Tennessee
$506K +$478 +8 +0.1%
AMCA
2117
Arthur M. Cohen & Associates
Illinois
$506K +$505K +8,450 New
FA
2118
FCG Advisors
New Jersey
$503K +$11.1K +186 +2%
PL
2119
Plancorp LLC
Missouri
$502K +$32.7K +547 +7%
KLWA
2120
Kelly Lawrence W & Associates
California
$500K -$23.9K -400 -5%
AF
2121
AtlasMark Financial
Texas
$499K +$14.6K +244 +3%
LC
2122
Landaas & Company
Wisconsin
$499K – – –
MSR
2123
Main Street Research
Connecticut
$498K +$498K +8,329 New
OFG
2124
Oxford Financial Group
Indiana
$493K -$43.1K -721 -8%
PBO
2125
Peoples Bank (Ohio)
Ohio
$493K +$5.32K +89 +1%
83 84
85
86 87