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Name Holding Trade Value Shares
Change 		Change in
Stake
FH
2176
FWG Holdings
Florida
$208K +$187K +4,087 New
IDBONY
2177
Israel Discount Bank of New York
New York
$207K +$215K +4,696 New
HR
2178
Howe & Rusling
New York
$207K -$78.3K -1,708 -27%
KBFS
2179
Kohmann Bosshard Financial Services
Ohio
$206K +$6K +131 +3%
FCFC
2180
First Commonwealth Financial Corp
Pennsylvania
$206K +$214K +4,674 New
AWA
2181
Amplius Wealth Advisors
Pennsylvania
$206K +$214K +4,672 New
CWA
2182
Consilio Wealth Advisors
Washington
$206K +$214K +4,666 New
FC
2183
Fairscale Capital
New Hampshire
$206K – – –
DQRIM
2184
Dale Q Rice Investment Management
Washington
$205K +$213K +4,653 New
FL
2185
FreeGulliver LLC
Louisiana
$205K +$213K +4,653 New
CM
2186
Cercano Management
Washington
$205K +$213K +4,648 New
PFSC
2187
Peoples Financial Services Corp
Pennsylvania
$205K – – –
TPWA
2188
Twin Peaks Wealth Advisors
California
$205K +$26.8K +584 +14%
SW
2189
SkyOak Wealth
Michigan
$204K +$212K +4,633 New
LA
2190
Lynch & Associates
Indiana
$204K +$212K +4,621 New
MWM
2191
Marion Wealth Management
Pennsylvania
$203K – – –
TF
2192
Tenzing Financial
Virginia
$203K +$143K +3,120 New
BWFA
2193
Baltimore-Washington Financial Advisors
Maryland
$203K +$211K +4,605 New
BIG
2194
Builder Investment Group
Georgia
$203K +$211K +4,600 New
TWA
2195
Tulsa Wealth Advisors
Oklahoma
$203K -$111K -2,424 -35%
CPA
2196
Capital Planning Advisors
California
$203K -$42.2K -921 -17%
HAM
2197
Harmony Asset Management
Arizona
$202K +$210K +4,589 New
TIA
2198
TCFG Investment Advisors
California
$202K +$210K +4,582 New
TWM
2199
TCFG Wealth Management
California
$202K +$210K +4,582 New
SPI
2200
Sutton Place Investors
New York
$202K +$210K +4,571 New
86 87
88
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