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Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
2201
V2 Financial group
Illinois
$532K +$951 +10 +0.2%
SG
2202
Sienna Gestion
France
$529K -$865K -9,100 -61%
SCM
2203
Seascape Capital Management
New Hampshire
$528K – – –
SB
2204
Sunflower Bank
Texas
$528K -$8.56K -90 -2%
FWM
2205
FMB Wealth Management
California
$528K +$9.51K +100 +2%
HKIMG
2206
Hutchens & Kramer Investment Management Group
Indiana
$527K -$46.6K -490 -8%
CG
2207
Clarus Group
Texas
$527K +$17.1K +180 +3%
BWM
2208
Biltmore Wealth Management
Arizona
$525K +$2.85K +30 +0.5%
TFA
2209
Tobias Financial Advisors
Florida
$525K +$7.61K +80 +1%
APM
2210
a16z Perennial Management
California
$524K – – –
BCM
2211
BTC Capital Management
Iowa
$523K +$534K +5,610 New
PSF
2212
Pacific Sun Financial
California
$523K -$14.3K -150 -3%
CWM
2213
Cherrydale Wealth Management
New Jersey
$522K -$4.75K -50 -0.9%
MIM
2214
Marco Investment Management
Georgia
$521K +$27.6K +290 +5%
DW30
2215
Drucker Wealth 3.0
New Jersey
$521K +$83.7K +880 +19%
KHCM
2216
Kirtland Hills Capital Management
Ohio
$520K +$36.1K +380 +8%
PTC
2217
Petrus Trust Company
Texas
$519K +$530K +5,570 New
BFC
2218
Bedel Financial Consulting
Indiana
$519K -$951 -10 -0.2%
FFA
2219
First Foundation Advisors
California
$518K -$2.85K -30 -0.5%
PWS
2220
Peterson Wealth Services
Utah
$518K – – –
WWC
2221
Waypoint Wealth Counsel
Georgia
$517K +$14.3K +150 +3%
CIP
2222
Convergence Investment Partners
Florida
$517K -$1.78M -18,750 -77%
IIC
2223
Integrated Investment Consultants
Michigan
$517K +$209K +2,200 +66%
BSHC
2224
Breed's Hill Capital
Massachusetts
$516K -$15.2K -160 -3%
SFS
2225
Summit Financial Strategies
Ohio
$513K – – –
87 88
89
90 91