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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
4551
Twelve Points Wealth Management
Massachusetts
$312K +$50.1K +82 +17%
FFG
4552
Foundry Financial Group
New Hampshire
$312K -$2.45K -4 -0.7%
DWM
4553
Dopkins Wealth Management
New York
$312K -$25.1K -41 -7%
CWWM
4554
Curry Webb Wealth Management
Indiana
$311K +$55K +90 +19%
EWP
4555
E-Wealth Partners
Minnesota
$310K -$113K -185 -25%
WA
4556
WealthTrust Axiom
Pennsylvania
$310K -$27.5K -45 -8%
AR
4557
Apeiron RIA
Texas
$310K +$17.7K +29 +6%
HP
4558
Highlander Partners
Texas
$310K – – –
OPTFSNA
4559
Old Point Trust & Financial Services N A
Virginia
$310K – – –
NOI
4560
Newton One Investments
Delaware
$310K +$611 +1 +0.2%
TFO
4561
Tarbox Family Office
California
$309K – – –
KG
4562
Kieckhefer Group
Wisconsin
$309K – – –
FCM
4563
Fell Capital Management
California
$309K – – –
MAG
4564
Mayfair Advisory Group
Alabama
$308K +$56.3K +92 +22%
SCA
4565
Southern Capital Advisors
Tennessee
$308K -$102K -166 -23%
BIS
4566
BG Investment Services
Guam
$308K -$31.2K -51 -9%
WFMPM
4567
Woodley Farra Manion Portfolio Management
Indiana
$308K +$7.95K +13 +2%
MJP
4568
Michael J. Puzo
$307K -$42.8K -70 -11%
SFB
4569
STAR Financial Bank
Indiana
$306K +$46.5K +76 +16%
RWM
4570
Reston Wealth Management
Virginia
$306K -$1.22K -2 -0.4%
DA
4571
Detalus Advisors
Missouri
$306K -$35.5K -58 -10%
CFWMA
4572
Center for Wealth Management Advisory
Ohio
$306K +$56.9K +93 +21%
MW
4573
Marrick Wealth
California
$303K -$611 -1 -0.2%
WCL
4574
Wealth Care LLC
Florida
$303K – – –
HNH
4575
Hopwood Nicholas Hunter
$302K +$328K +536 New
181 182
183
184 185