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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2101
Financial Consulate
Maryland
$229K +$45.9K +1,001 +24%
S
2102
Sunpointe
Missouri
$228K +$237K +5,173 New
CCM
2103
Crabel Capital Management
California
$228K -$104K -2,272 -31%
W
2104
WealthCollab
Washington
$227K +$2.8K +61 +1%
SIM
2105
Studio Investment Management
Illinois
$227K +$236K +5,150 New
FSA
2106
Franklin Street Advisors
North Carolina
$227K +$236K +5,148 New
AIIMS
2107
Analyst IMS Investment Management Services
Israel
$227K +$236K +5,150 New
MWM
2108
Mattern Wealth Management
Kansas
$226K +$235K +5,120 New
AMG
2109
Asset Management Group
Connecticut
$226K +$234K +5,112 New
MA
2110
MBA Advisors
Pennsylvania
$225K +$234K +5,108 New
QPBE
2111
Quintet Private Bank (Europe)
Luxembourg
$225K -$252K -5,500 -52%
SWA
2112
SOA Wealth Advisors
New York
$225K -$269K -5,870 -54%
WTFG
2113
Wood Tarver Financial Group
Idaho
$224K +$233K +5,082 New
UAS
2114
United Asset Strategies
New York
$224K +$232K +5,072 New
BCG
2115
BayBridge Capital Group
California
$224K – – –
WCFA
2116
Walkner Condon Financial Advisors
Wisconsin
$224K +$232K +5,068 New
TAP
2117
TSG Advice Partners
Ohio
$224K +$232K +5,068 New
ECM
2118
Elgethun Capital Management
South Dakota
$224K -$6.09M -132,853 -96%
OC
2119
Oarsman Capital
Wisconsin
$223K +$232K +5,058 New
SIP
2120
Snowwater Investment Partners
Connecticut
$223K -$27.6K -602 -11%
AAMG
2121
AMG Asset Management Group
Georgia
$223K +$231K +5,047 New
SFS
2122
Security Financial Services
Indiana
$223K +$231K +5,044 New
VCM
2123
Virtue Capital Management
Tennessee
$222K +$2.7K +59 +1%
DMIC
2124
Dixon Mitchell Investment Counsel
British Columbia, Canada
$222K – – –
EIP
2125
Ellis Investment Partners
Pennsylvania
$222K +$230K +5,020 New
83 84
85
86 87