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Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
2201
Te Ahumairangi Investment Management
New Zealand
$477K -$230K -2,800 -34%
4WM
2202
44 Wealth Management
Oregon
$477K +$4.94K +60 +1%
WA
2203
Whipplewood Advisors
Colorado
$476K +$440K +5,340 New
BWP
2204
Barlow Wealth Partners
Kentucky
$476K – – –
HP
2205
Hilltop Partners
Indiana
$475K -$13.2K -160 -3%
SAM
2206
Strategy Asset Managers
California
$475K – – –
MIM
2207
Marco Investment Management
Georgia
$472K +$4.12K +50 +1%
CMS
2208
Capital Market Strategies
Florida
$472K +$436K +5,300 New
JC
2209
JB Capital
Connecticut
$472K +$10.7K +130 +3%
BFA
2210
Bill Few Associates
Pennsylvania
$472K -$8.23K -100 -2%
TDC
2211
Thompson Davis & Co
Virginia
$470K -$4.12K -50 -0.9%
EC
2212
EdgeRock Capital
Colorado
$470K +$94.7K +1,150 +28%
JLBC
2213
J.L. Bainbridge & Co
Florida
$468K -$10.7K -130 -2%
LWM
2214
Liberty Wealth Management
California
$468K -$33.7K -410 -7%
AWM
2215
Ameliora Wealth Management
Switzerland
$468K +$391K +4,750 +950%
EB
2216
Emprise Bank
Kansas
$467K -$8.23K -100 -2%
RIP
2217
RAM Investment Partners
Washington
$467K -$7.41K -90 -2%
LPFG
2218
Landing Point Financial Group
Ohio
$466K +$374K +4,540 New
FG
2219
Foster Group
Iowa
$464K +$1.65K +20 +0.4%
HWM
2220
Hemington Wealth Management
Virginia
$464K -$21.4K -260 -5%
SWM
2221
Seed Wealth Management
Illinois
$463K – – –
TA
2222
TFB Advisors
Kansas
$463K +$5.76K +70 +1%
FWP
2223
Falcon Wealth Planning
California
$463K -$94.7K -1,150 -18%
BFC
2224
Bedel Financial Consulting
Indiana
$462K – – –
AGC
2225
Aspen Grove Capital
Colorado
$462K +$4.12K +50 +1%
87 88
89
90 91