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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2776
EPIQ Partners
Minnesota
$446K – – –
NS
2777
Newman & Schimel
Illinois
$446K – – –
WAM
2778
Wolverine Asset Management
Illinois
$446K +$412K +1,283 New
GC
2779
Globeflex Capital
California
$445K – – –
MWM
2780
Mattern Wealth Management
Kansas
$443K +$8.34K +26 +2%
MFS
2781
Madrona Financial Services
Washington
$440K – – –
CCC
2782
Crescent Capital Consulting
Louisiana
$439K -$146K -455 -27%
QT
2783
Quantbot Technologies
New York
$438K -$2.4M -7,490 -86%
RCA
2784
Ranch Capital Advisors
Florida
$438K -$406K -1,264 Closed
WDL
2785
Well Done LLC
Michigan
$438K -$21.5K -67 -5%
PIP
2786
Peachtree Investment Partners
Florida
$437K -$12.5K -39 -3%
LF
2787
Lee Financial
Texas
$437K +$14.8K +46 +4%
AWMG
2788
Alliance Wealth Management Group
New Jersey
$436K +$1.93K +6 +0.5%
BAM
2789
Bruderman Asset Management
New York
$436K +$6.42K +20 +2%
BWA
2790
Brave Warrior Advisors
New York
$433K -$1.22M -3,809 -75%
DP
2791
DDD Partners
Washington
$432K – – –
WW
2792
Waterfront Wealth
Kansas
$432K +$4.81K +15 +1%
CCM
2793
Colorado Capital Management
Colorado
$431K – – –
TFGT
2794
TS Financial Group (TSFG)
Illinois
$431K – – –
FNC
2795
First National Corp
Massachusetts
$431K +$10.6K +33 +2%
MWP
2796
Madison Wealth Partners
Wisconsin
$431K +$11.2K +35 +3%
GF
2797
Gries Financial
Ohio
$428K +$13.8K +43 +4%
EL
2798
EMFO LLC
Florida
$426K +$393K +1,224 New
POIA
2799
Pin Oak Investment Advisors
Texas
$425K -$377K -1,176 -49%
LF
2800
LifeSteps Financial
California
$424K -$3.85K -12 -1%
110 111
112
113 114