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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
3376
Opus Investment Management
Massachusetts
$1.11M – – –
PAWC
3377
P.A.W. Capital
Connecticut
$1.11M – – –
ARG
3378
Advisory Resource Group
Oklahoma
$1.11M +$1.29K +6 +0.1%
EWF
3379
Epstein & White Financial
California
$1.11M +$29K +135 +3%
WIA
3380
World Investment Advisors
California
$1.11M +$309K +1,437 +46%
CFO
3381
CVA Family Office
Colorado
$1.1M -$22.8K -106 -2%
FA
3382
Fountainhead AM
New Jersey
$1.09M +$1.05M +4,901 New
LFG
3383
Larson Financial Group
Missouri
$1.08M +$60K +279 +6%
FP
3384
Foundry Partners
Minnesota
$1.08M -$20.2K -94 -2%
MWM
3385
Mascoma Wealth Management
New Hampshire
$1.08M +$1.04M +4,850 New
BEI
3386
Benjamin Edwards Inc
Missouri
$1.07M -$384K -1,784 -27%
RPGK
3387
Retirement Planning Group (Kansas)
Kansas
$1.07M -$15.3K -71 -1%
FWM
3388
FSA Wealth Management
Massachusetts
$1.07M +$6.45K +30 +0.6%
CM
3389
Caption Management
Oklahoma
$1.07M -$1.54M -7,160 -60%
BMCM
3390
Burns Matteson Capital Management
New York
$1.07M +$1.03M +4,799 New
CPWM
3391
Cypress Point Wealth Management
Texas
$1.06M +$1.03M +4,782 New
SHWM
3392
Smith & Howard Wealth Management
Georgia
$1.06M -$21.5K -100 -2%
JBA
3393
Johnson Bixby & Associates
Washington
$1.06M +$1.02M +4,758 New
KCA
3394
Karn Couzens & Associates
Connecticut
$1.06M +$1.02M +4,758 New
WLIM
3395
White Lighthouse Investment Management
Massachusetts
$1.06M -$10.5K -49 -1%
PEA
3396
Pacific Edge Advisors
California
$1.05M -$37.2K -173 -4%
FSG
3397
Financial Strategies Group
Michigan
$1.04M +$94.8K +441 +10%
LFASL
3398
Lugano Financial Advisors SA (LFA)
Switzerland
$1.04M -$5.81K -27 -0.6%
BU
3399
Brown University
Rhode Island
$1.04M +$1.01M +4,678 New
TOCUITCONY
3400
Trustees of Columbia University in the City of New York
New York
$1.04M +$1.01M +4,678 New
134 135
136
137 138