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Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
4451
Lagoda Investment Management
New York
$440K – – –
FP
4452
Foundry Partners
Minnesota
$440K – – –
BBL
4453
Beck Bode LLC
Massachusetts
$438K -$3.01M -11,817 -89%
MWM
4454
MBE Wealth Management
Wisconsin
$437K – – –
HC
4455
Hoese & Co
Minnesota
$436K – – –
TIM
4456
Triad Investment Management
California
$432K – – –
CG
4457
Cutler Group
California
$432K -$7.4M -29,000 -95%
MWM
4458
Maripau Wealth Management
Indiana
$431K -$51.3K -201 -12%
NWA
4459
Navis Wealth Advisors
New York
$429K -$14.8K -58 -4%
SCP
4460
Stevens Capital Partners
Nebraska
$429K +$61K +239 +19%
GFWA
4461
Grey Fox Wealth Advisors
Delaware
$429K -$70.1K -275 -16%
RWA
4462
Redmont Wealth Advisors
Illinois
$428K -$322K -1,262 -46%
OFA
4463
Oak Family Advisors
Illinois
$424K -$1.12M -4,403 -75%
VFPW
4464
Vantage Financial Partners (Wisconsin)
Wisconsin
$422K +$7.91K +31 +2%
CWR
4465
Chico Wealth RIA
California
$420K – – –
LFA
4466
Level Financial Advisors
New York
$420K -$10.7K -42 -3%
PDM
4467
Penn Davis McFarland
Texas
$418K -$66.1K -259 -15%
TFP
4468
TrueWealth Financial Partners
Washington
$418K +$370K +1,450 New
GWAG
4469
Garrett Wealth Advisory Group
Texas
$415K +$255 +1 +0.1%
DT
4470
Daniels + Tansey
Delaware
$415K -$12.2K -48 -3%
PVAMC
4471
PPS&V Asset Management Consultants
Michigan
$415K +$255 +1 +0.1%
AWMNH
4472
Arcadia Wealth Management (New Hampshire)
New Hampshire
$413K -$18.9K -74 -5%
TFA
4473
TPG Financial Advisors
Oregon
$413K -$26.3K -103 -7%
JFGLC
4474
Johnson Financial Group LLC (Colorado)
Colorado
$413K +$99.5K +390 +37%
FA
4475
Fiducient Advisors
Illinois
$412K -$3.01M -11,783 -89%
177 178
179
180 181