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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2526
Orgel Wealth Management
Wisconsin
$205K +$194K +1,000 New
SICM
2527
Sustainable Insight Capital Management
New York
$205K +$194K +1,000 New
ANTB
2528
AMG National Trust Bank
Colorado
$204K +$193K +996 New
DSA
2529
Droms Strauss Advisors
Missouri
$204K +$194K +1,000 New
OWM
2530
Opes Wealth Management
California
$203K +$191K +987 New
BFG
2531
Barber Financial Group
Kansas
$203K +$191K +988 New
HFG
2532
Heron Financial Group
New York
$202K +$188K +973 New
TPW
2533
Tiller Private Wealth
Pennsylvania
$202K +$190K +982 New
RI
2534
Ridgewood Investments
New Jersey
$202K +$191K +985 New
OLA
2535
Oliver Luxxe Assets
New Jersey
$201K +$190K +981 New
HCM
2536
HMS Capital Management
Tennessee
$197K – – –
BCM
2537
Bourgeon Capital Management
Connecticut
$197K +$48.4K +250 +35%
TAIM
2538
TD Ameritrade Investment Management
Nebraska
$195K +$69.5K +359 +61%
EIP
2539
Ellis Investment Partners
Pennsylvania
$194K – – –
BC
2540
Barnett & Company
Tennessee
$193K +$74.6K +385 +70%
MWA
2541
Moser Wealth Advisors
Washington
$193K +$182K +940 New
TIM
2542
Tortoise Investment Management
New York
$191K +$19K +98 +12%
WB
2543
West Bancorporation
Iowa
$190K +$179K +926 New
AIC
2544
Ayalon Insurance Company
Israel
$189K – – –
BCP
2545
Blue Chip Partners
Michigan
$189K +$12.4K +64 +7%
EI
2546
Ellevest Inc
New York
$174K -$1.13M -5,838 -87%
FMP
2547
Financial Management Professionals
Texas
$164K – – –
AW
2548
Alpha Windward
Massachusetts
$163K +$2.9K +15 +2%
EWP
2549
Engrave Wealth Partners
Texas
$163K +$155K +798 New
APC
2550
Aspire Private Capital
North Carolina
$161K +$6.39K +33 +4%
100 101
102
103 104