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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2276
Blackhawk Capital Partners
Wisconsin
$290K +$33.5K +97 +14%
LOAMU
2277
Lombard Odier Asset Management (USA)
New York
$289K -$2.83M -8,195 -91%
PGA
2278
Portland Global Advisors
Maine
$289K -$10.4K -30 -4%
BFC
2279
Bedel Financial Consulting
Indiana
$289K -$9.68K -28 -3%
TFA
2280
Triad Financial Advisors
North Carolina
$289K +$278K +803 New
QP
2281
Quilter Plc
United Kingdom
$288K -$12.8M -37,120 -98%
OWM
2282
Orgel Wealth Management
Wisconsin
$288K – – –
PW
2283
Peninsula Wealth
California
$288K +$277K +800 New
APW
2284
Austin Private Wealth
Texas
$287K – – –
DWM
2285
Denver Wealth Management
Colorado
$287K +$277K +800 New
CWM
2286
C2C Wealth Management
Arizona
$285K +$274K +793 New
OFS
2287
OneAscent Financial Services
Alabama
$285K +$275K +794 New
IWN
2288
Independent Wealth Network
Iowa
$284K -$14.2K -41 -5%
CISOA
2289
Capital Investment Services of America
Wisconsin
$284K – – –
BMCM
2290
Bryn Mawr Capital Management
Pennsylvania
$282K – – –
CCFM
2291
Clear Creek Financial Management
Washington
$282K +$8.99K +26 +3%
PB
2292
Pinnacle Bancorp
Nebraska
$281K – – –
TA
2293
TrueWealth Advisors
Alabama
$281K +$271K +783 New
DFA
2294
DHJJ Financial Advisors
Illinois
$280K -$2.42K -7 -0.9%
BMC
2295
Benin Management Corp
Connecticut
$279K – – –
HNWAG
2296
High Net Worth Advisory Group
Florida
$279K +$268K +776 New
JIC
2297
Joel Isaacson & Co
New York
$277K +$6.22K +18 +2%
SC
2298
Saiph Capital
New Jersey
$276K +$266K +769 New
GCA
2299
Genesee Capital Advisors
New York
$276K +$346 +1 +0.1%
RP
2300
Rice Partnership
Hawaii
$275K -$18K -52 -6%
90 91
92
93 94