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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
4276
Kooman & Associates
Pennsylvania
$305K +$48.4K +75 +17%
OPTFSNA
4277
Old Point Trust & Financial Services N A
Virginia
$304K – – –
TM
4278
TigerOak Management
New Mexico
$302K -$44.5K -69 -12%
SIMG
4279
Stephens Investment Management Group
Texas
$302K +$338K +524 New
WFMPM
4280
Woodley Farra Manion Portfolio Management
Indiana
$300K +$9.03K +14 +3%
MM
4281
MQS Management
New York
$300K +$336K +521 New
SWP
4282
Significant Wealth Partners
Illinois
$300K +$335K +520 New
1CM
4283
1492 Capital Management
Wisconsin
$300K -$9.03K -14 -3%
FWP
4284
Fiduciary Wealth Partners
Massachusetts
$300K +$335K +520 New
GJIA
4285
Glass Jacobson Investment Advisors
Maryland
$299K – – –
OPWM
4286
Oakwell Private Wealth Management
Texas
$299K +$334K +518 New
VWM
4287
Vermillion Wealth Management
Minnesota
$298K +$645 +1 +0.2%
BWS
4288
BCR Wealth Strategies
Alabama
$298K -$1.27M -1,965 -79%
CFO
4289
Custos Family Office
Texas
$297K -$5.16K -8 -2%
HIS
4290
Harvest Investment Services
Illinois
$297K +$1.29K +2 +0.4%
HFW
4291
Horizon Family Wealth
Illinois
$296K -$22.6K -35 -6%
LRWM
4292
Lord & Richards Wealth Management
Colorado
$296K +$332K +514 New
KL
4293
KWMG LLC
Kansas
$296K +$67.1K +104 +25%
2L
4294
25 LLC
Missouri
$295K +$11K +17 +3%
TAM
4295
TCP Asset Management
Ohio
$295K -$1.94K -3 -0.6%
TC
4296
Tenret Company
Florida
$294K – – –
GPW
4297
Gray Private Wealth
Massachusetts
$293K – – –
SC
4298
Savoie Capital
Illinois
$293K – – –
PFM
4299
Peak Financial Management
Massachusetts
$292K -$54.8K -85 -14%
FCM
4300
Family Capital Management
Michigan
$292K +$327K +507 New
170 171
172
173 174