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Name Holding Trade Value Shares
Change 		Change in
Stake
SMCM
4276
Sky-Mountain Capital Management
Idaho
$306K +$343K +532 New
MHIC
4277
Marble Harbor Investment Counsel
Massachusetts
$305K – – –
IPW
4278
IronBridge Private Wealth
Texas
$305K +$43.2K +67 +15%
KA
4279
Kooman & Associates
Pennsylvania
$305K +$48.4K +75 +17%
OPTFSNA
4280
Old Point Trust & Financial Services N A
Virginia
$304K – – –
TM
4281
TigerOak Management
New Mexico
$302K -$44.5K -69 -12%
SIMG
4282
Stephens Investment Management Group
Texas
$302K +$338K +524 New
WFMPM
4283
Woodley Farra Manion Portfolio Management
Indiana
$300K +$9.03K +14 +3%
MM
4284
MQS Management
New York
$300K +$336K +521 New
SWP
4285
Significant Wealth Partners
Illinois
$300K +$335K +520 New
1CM
4286
1492 Capital Management
Wisconsin
$300K -$9.03K -14 -3%
FWP
4287
Fiduciary Wealth Partners
Massachusetts
$300K +$335K +520 New
GJIA
4288
Glass Jacobson Investment Advisors
Maryland
$299K – – –
OPWM
4289
Oakwell Private Wealth Management
Texas
$299K +$334K +518 New
VWM
4290
Vermillion Wealth Management
Minnesota
$298K +$645 +1 +0.2%
BWS
4291
BCR Wealth Strategies
Alabama
$298K -$1.27M -1,965 -79%
CFO
4292
Custos Family Office
Texas
$297K -$5.16K -8 -2%
HIS
4293
Harvest Investment Services
Illinois
$297K +$1.29K +2 +0.4%
HFW
4294
Horizon Family Wealth
Illinois
$296K -$22.6K -35 -6%
LRWM
4295
Lord & Richards Wealth Management
Colorado
$296K +$332K +514 New
KL
4296
KWMG LLC
Kansas
$296K +$67.1K +104 +25%
2L
4297
25 LLC
Missouri
$295K +$11K +17 +3%
TAM
4298
TCP Asset Management
Ohio
$295K -$1.94K -3 -0.6%
TC
4299
Tenret Company
Florida
$294K – – –
GPW
4300
Gray Private Wealth
Massachusetts
$293K – – –
170 171
172
173 174