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Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1076
New England Research & Management
Illinois
$220K – – –
TWM
1077
Titus Wealth Management
California
$220K +$3.65K +12 +2%
BBW
1078
Blue Barn Wealth
Utah
$219K +$227K +748 New
IUHSA
1079
Itau Unibanco Holding S.A.
Brazil
$219K +$227K +748 New
MBT
1080
Montecito Bank & Trust
California
$218K -$608 -2 -0.3%
MFGM
1081
Marshall Financial Group (Maryland)
Maryland
$217K -$30.7K -101 -12%
RCM
1082
Radnor Capital Management
Pennsylvania
$217K – – –
APP
1083
Avantax Planning Partners
Iowa
$217K +$7.6K +25 +3%
Q
1084
QVR
California
$217K +$215K +706 +2,139%
GFP
1085
Gryphon Financial Partners
Ohio
$217K +$225K +739 New
EP
1086
Edgestream Partners
New Jersey
$215K -$753K -2,477 -77%
DAM
1087
Delta Asset Management
Tennessee
$215K -$4.56K -15 -2%
FWM
1088
Fairhaven Wealth Management
Illinois
$214K – – –
CMO
1089
Covenant Multifamily Offices
Texas
$212K +$1.22K +4 +0.6%
EI
1090
Ethic Inc
New York
$211K +$219K +720 New
SCM
1091
Schnieders Capital Management
California
$208K +$1.82K +6 +0.9%
RCG
1092
Rock Creek Group
District of Columbia
$206K -$322K -1,058 -60%
MCM
1093
Manchester Capital Management
Vermont
$206K -$186K -611 -47%
CF
1094
Corrigan Financial
Rhode Island
$206K – – –
4WM
1095
44 Wealth Management
Oregon
$205K -$9.42K -31 -4%
MGIA
1096
Moneta Group Investment Advisors
Missouri
$205K -$2.13K -7 -1%
FIM
1097
Fernwood Investment Management
Massachusetts
$205K – – –
FAB
1098
First American Bank
Illinois
$205K – – –
IF
1099
Ironwood Financial
Arizona
$205K – – –
LBD
1100
Landsberg Bennett & Dubbaneh
Florida
$205K +$209K +688 New
42 43
44
45 46