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Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
3476
Well Done LLC
Michigan
$795K -$9.03K -14 -1%
SFI
3477
SPC Financial Inc
Maryland
$793K -$117K -182 -12%
HPC
3478
Hobart Private Capital
North Carolina
$792K +$1.29K +2 +0.1%
MFS
3479
Madrona Financial Services
Washington
$792K +$308K +477 +53%
MWP
3480
Madison Wealth Partners
Wisconsin
$791K +$9.03K +14 +1%
PA
3481
Prossimo Advisors
California
$791K +$9.68K +15 +1%
PCM
3482
PAR Capital Management
Massachusetts
$790K +$45.2K +70 +5%
LGG
3483
Luts & Greenleigh Group
Maryland
$788K +$5.81K +9 +0.7%
PCMF
3484
Private Capital Management (Florida)
Florida
$788K -$123K -190 -12%
NJBEST
3485
New Jersey Better Educational Savings Trust
New Jersey
$787K – – –
NJIM
3486
Nabity-Jensen Investment Management
Nebraska
$786K +$18.7K +29 +2%
SPWG
3487
Syntegra Private Wealth Group
Missouri
$785K +$111K +172 +14%
PHIC
3488
Pine Haven Investment Counsel
Massachusetts
$784K -$6.45K -10 -0.7%
QF
3489
QVT Financial
New York
$784K +$878K +1,361 New
SFC
3490
Sprinkle Financial Consultants
Colorado
$784K +$645 +1 +0.1%
I
3491
IMPACTfolio
Colorado
$784K – – –
CFGW
3492
Chancellor Financial Group WB
Pennsylvania
$784K – – –
FHB
3493
First Hawaiian Bank
Hawaii
$783K -$19M -29,441 -96%
LAM
3494
Lakewood Asset Management
Illinois
$782K – – –
BWM
3495
BCGM Wealth Management
Indiana
$782K +$29K +45 +3%
FOR
3496
Family Office Research
Maryland
$782K +$326K +505 +59%
NCM
3497
Northwest Capital Management
Oregon
$781K -$32.3K -50 -4%
WA
3498
Whipplewood Advisors
Colorado
$779K -$16.8K -26 -2%
QCIG
3499
Quad-Cities Investment Group
Iowa
$779K +$32.3K +50 +4%
RFA
3500
Reyes Financial Architecture
California
$776K -$1.15M -1,783 -57%
138 139
140
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