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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1076
Janiczek Wealth Management
Colorado
$222K +$51.7K +170 +29%
GSWM
1077
Golden State Wealth Management
California
$221K – – –
RHBC
1078
R.H. Bluestein & Co
Michigan
$220K -$76K -250 -25%
AWM
1079
Atticus Wealth Management
Florida
$220K – – –
NERM
1080
New England Research & Management
Illinois
$220K – – –
TWM
1081
Titus Wealth Management
California
$220K +$3.65K +12 +2%
BBW
1082
Blue Barn Wealth
Utah
$219K +$227K +748 New
IUHSA
1083
Itau Unibanco Holding S.A.
Brazil
$219K +$227K +748 New
MBT
1084
Montecito Bank & Trust
California
$218K -$608 -2 -0.3%
MFGM
1085
Marshall Financial Group (Maryland)
Maryland
$217K -$30.7K -101 -12%
RCM
1086
Radnor Capital Management
Pennsylvania
$217K – – –
APP
1087
Avantax Planning Partners
Iowa
$217K +$7.6K +25 +3%
Q
1088
QVR
California
$217K +$215K +706 +2,139%
GFP
1089
Gryphon Financial Partners
Ohio
$217K +$225K +739 New
EP
1090
Edgestream Partners
New Jersey
$215K -$753K -2,477 -77%
DAM
1091
Delta Asset Management
Tennessee
$215K -$4.56K -15 -2%
PCH
1092
Polar Capital Holdings
United Kingdom
$215K +$203K +668 New
FWM
1093
Fairhaven Wealth Management
Illinois
$214K – – –
CMO
1094
Covenant Multifamily Offices
Texas
$212K +$1.22K +4 +0.6%
EI
1095
Ethic Inc
New York
$211K +$219K +720 New
SCM
1096
Schnieders Capital Management
California
$208K +$1.82K +6 +0.9%
RCG
1097
Rock Creek Group
District of Columbia
$206K -$322K -1,058 -60%
MCM
1098
Manchester Capital Management
Vermont
$206K -$186K -611 -47%
CF
1099
Corrigan Financial
Rhode Island
$206K – – –
4WM
1100
44 Wealth Management
Oregon
$205K -$9.42K -31 -4%
42 43
44
45 46