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Name Holding Trade Value Shares
Change 		Change in
Stake
T
5351
TOBAM
France
$799K -$1.02K -2 -0.1%
SIM
5352
Sims Investment Management
Ohio
$798K +$28.6K +56 +4%
BA
5353
BCM Advisors
Louisiana
$797K +$1.53K +3 +0.2%
SCA
5354
Sippican Capital Advisors
Massachusetts
$797K – – –
IWM
5355
IMG Wealth Management
Florida
$796K – – –
CCC
5356
Chesapeake Capital Corp
Florida
$796K +$784K +1,536 New
IDBONY
5357
Israel Discount Bank of New York
New York
$793K -$21.4K -42 -3%
PM
5358
Pembroke Management
Quebec, Canada
$793K +$231K +453 +42%
HSWS
5359
Higgins & Schmidt Wealth Strategies
Colorado
$793K -$4.08K -8 -0.5%
BSWM
5360
Boston Standard Wealth Management
Massachusetts
$793K -$2.04K -4 -0.3%
WIC
5361
Whitegate Investment Counselors
New Hampshire
$792K +$1.02K +2 +0.1%
HOWA
5362
Heritage Oak Wealth Advisors
Florida
$790K +$42.3K +83 +6%
HWP
5363
Hibernia Wealth Partners
Louisiana
$789K -$1.57M -3,083 -67%
NPI
5364
New Perspectives Inc
Mississippi
$788K +$510 +1 +0.1%
TA
5365
TKG Advisors
Indiana
$785K +$37.2K +73 +5%
TWM
5366
Tanglewood Wealth Management
Texas
$780K – – –
KP
5367
Kitching Partners
Pennsylvania
$780K – – –
GCWM
5368
Graham Capital Wealth Management
District of Columbia
$778K – – –
TWD
5369
True Wealth Design
Ohio
$777K +$200K +392 +35%
NECFA
5370
New England Capital Financial Advisors
Connecticut
$777K -$5.1K -10 -0.7%
BOC
5371
Bull Oak Capital
California
$774K -$5.1K -10 -0.7%
TWP
5372
Total Wealth Planning
Ohio
$772K +$154K +301 +25%
VWA
5373
Valued Wealth Advisors
Utah
$771K – – –
PWM
5374
Praetorian Wealth Management
California
$770K +$759K +1,487 New
RCWM
5375
Red Crane Wealth Management
California
$770K +$8.16K +16 +1%
213 214
215
216 217