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Name Holding Trade Value Shares
Change 		Change in
Stake
RMCM
3201
Reynders McVeigh Capital Management
Massachusetts
$739K – – –
RW
3202
REDW Wealth
New Mexico
$738K -$160K -311 -19%
CIEP
3203
Constellation Investimentos e Participacoes
Brazil
$738K -$5.14K -10 -0.8%
ONST
3204
Old North State Trust
North Carolina
$738K +$21.6K +42 +3%
JAG
3205
Journey Advisory Group
Kentucky
$736K – – –
TIM
3206
Tortoise Investment Management
New York
$736K +$92.1K +179 +16%
SDWMA
3207
Schneider Downs Wealth Management Advisors
Pennsylvania
$735K +$437K +850 +196%
WWC
3208
Waypoint Wealth Counsel
Georgia
$734K +$135K +263 +26%
3F
3209
360 Financial
Minnesota
$734K +$159K +309 +32%
BWP
3210
Barlow Wealth Partners
Kentucky
$733K +$82.3K +160 +15%
FWM
3211
FMB Wealth Management
California
$733K -$14.9K -29 -2%
HNWA
3212
Henrickson Nauta Wealth Advisors
Michigan
$733K +$24.2K +47 +4%
BDF
3213
Black Diamond Financial
Maryland
$732K +$78.7K +153 +14%
VWM
3214
Valley Wealth Managers
New Jersey
$732K +$119K +232 +22%
DAM
3215
Doheny Asset Management
California
$730K – – –
IPW
3216
Invictus Private Wealth
Colorado
$728K +$22.6K +44 +4%
AFG
3217
Albion Financial Group
Utah
$728K +$77.2K +150 +13%
TFM
3218
TFC Financial Management
Massachusetts
$726K +$128K +248 +24%
NWM
3219
Northwest Wealth Management
Iowa
$725K -$1.54K -3 -0.2%
GSIS
3220
Global Strategic Investment Solutions
Arizona
$724K -$32.4K -63 -5%
LGW
3221
Leslie Global Wealth
Illinois
$723K +$50.4K +98 +8%
SICM
3222
Sustainable Insight Capital Management
New York
$722K -$1.18M -2,300 -65%
KFI
3223
Key Financial Inc
Pennsylvania
$722K -$35.5K -69 -5%
MFG
3224
Monte Financial Group
Connecticut
$720K – – –
CWR
3225
Chico Wealth RIA
California
$719K – – –
127 128
129
130 131