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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2301
Total Investment Management
Arizona
$365K +$36.6K +589 +11%
OCM
2302
Orleans Capital Management
Louisiana
$364K -$15.6K -250 -4%
AP
2303
Arlington Partners
Alabama
$364K +$16.9K +271 +5%
DU
2304
Delphia (USA)
Ontario, Canada
$363K -$111K -1,783 -23%
PVH
2305
Psagot Value Holdings
Israel
$363K +$30.5K +490 +9%
RW
2306
Rede Wealth
Virginia
$362K -$31.1K -500 -8%
LIG
2307
Lokken Investment Group
Delaware
$362K -$3.42K -55 -0.9%
CAIMH
2308
Central Asset Investments & Management Holdings
Hong Kong
$361K +$373K +6,000 New
BF
2309
Brogan Financial
Tennessee
$360K +$1.74K +28 +0.5%
HP
2310
Hyperion Partners
Pennsylvania
$360K – – –
SWP
2311
Summit Wealth Partners
Florida
$359K -$63.5K -1,020 -15%
KA
2312
KLCM Advisors
Wisconsin
$359K -$8.77K -141 -2%
UW
2313
Unique Wealth
Florida
$358K +$1.93K +31 +0.5%
FIM
2314
Freedom Investment Management
Connecticut
$358K -$80.6K -1,295 -18%
NRC
2315
New Republic Capital
North Carolina
$357K +$59K +948 +19%
JSW
2316
Journey Strategic Wealth
New Jersey
$357K -$385K -6,186 -51%
MAG
2317
MRA Advisory Group
New Jersey
$356K +$18.8K +302 +5%
KWM
2318
Kaydan Wealth Management
Michigan
$354K – – –
OL
2319
Optas LLC
Texas
$354K +$14K +225 +4%
TWM
2320
TriaGen Wealth Management
California
$354K -$8.03K -129 -2%
NECFA
2321
New England Capital Financial Advisors
Connecticut
$353K -$11.8K -189 -3%
CIM
2322
Contravisory Investment Management
Massachusetts
$353K – – –
CA
2323
Cornerstone Advisory
Maryland
$353K +$11.2K +180 +3%
VCM
2324
Viewpoint Capital Management
Washington
$352K +$125K +2,002 +52%
WTB
2325
Washington Trust Bank
Washington
$351K -$148K -2,379 -29%
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