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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2326
Westside Investment Management
California
$458K +$69.4K +1,009 +17%
MKC
2327
M. Kraus & Co
Vermont
$457K – – –
SA
2328
Sonoma Allocations
California
$456K +$465K +6,749 New
FG
2329
Foster Group
Iowa
$456K -$6.47K -94 -1%
SFFS
2330
Stonehage Fleming Financial Services
Jersey
$456K – – –
MAM
2331
Marotta Asset Management
Virginia
$455K – – –
TAM
2332
Titleist Asset Management
Texas
$454K -$75.1K -1,091 -14%
MFGM
2333
Marshall Financial Group (Maryland)
Maryland
$454K -$11.7K -170 -2%
EWA
2334
Elevate Wealth Advisory
Georgia
$453K -$181K -2,629 -28%
SFS
2335
Security Financial Services
Indiana
$453K +$16.3K +237 +4%
PWA
2336
Prairie Wealth Advisors
Nebraska
$451K -$10.3K -150 -2%
SRC
2337
Shufro Rose & Co
New York
$451K – – –
SFI
2338
SPC Financial Inc
Maryland
$450K +$263K +3,817 +129%
GPWM
2339
Grant Private Wealth Management
California
$450K -$6.1M -88,648 -93%
EIG
2340
Ellenbecker Investment Group
Wisconsin
$449K -$6.06K -88 -1%
KA
2341
KLCM Advisors
Wisconsin
$448K +$39K +566 +9%
QWM
2342
Quadcap Wealth Management
Texas
$447K -$16.2K -236 -3%
ACG
2343
Allen Capital Group
Nebraska
$446K -$108K -1,573 -19%
FA
2344
Fountainhead AM
New Jersey
$446K +$11.2K +162 +2%
SFS
2345
Strategic Financial Services
New York
$446K +$10.3K +149 +2%
KWM
2346
Keebeck Wealth Management
Illinois
$446K +$14.8K +215 +3%
PHWM
2347
Pine Harbor Wealth Management
Maryland
$445K -$5.51K -80 -1%
API
2348
Asset Planning Inc
California
$444K +$3.03K +44 +0.7%
CCA
2349
Carrera Capital Advisors
Michigan
$443K -$87.8K -1,276 -16%
PPWM
2350
Paragon Private Wealth Management
Kentucky
$443K +$85.1K +1,237 +23%
92 93
94
95 96