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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2801
TD Capital Management
Tennessee
$270K +$16.8K +610 +7%
VWM
2802
Valley Wealth Managers
New Jersey
$270K +$252K +9,160 New
BWM
2803
BerganKDV Wealth Management
Minnesota
$269K +$15.1K +550 +6%
FIB
2804
First Interstate Bank
Montana
$268K -$138K -5,000 -35%
ETIA
2805
Epic Trust Investment Advisors
Washington
$268K +$251K +9,120 New
HWM
2806
Hemington Wealth Management
Virginia
$267K -$390K -14,190 -74%
BDF
2807
Black Diamond Financial
Maryland
$267K +$250K +9,080 New
RB
2808
Rodgers Brothers
Pennsylvania
$267K +$250K +9,080 New
WA
2809
WealthTrust Axiom
Pennsylvania
$266K -$35.2K -1,280 -12%
CBA
2810
Coastal Bridge Advisors
Connecticut
$266K +$210K +7,630 New
EAM
2811
Empirical Asset Management
Massachusetts
$266K +$249K +9,040 New
OWM
2812
Orgel Wealth Management
Wisconsin
$266K +$249K +9,040 New
AMG
2813
Asset Management Group
Connecticut
$265K -$22.3K -810 -8%
FBA
2814
Front Barnett Associates
Illinois
$265K +$248K +9,000 New
SFS
2815
Summit Financial Strategies
Ohio
$265K +$248K +9,000 New
DA
2816
Dash Acquisitions
California
$265K +$248K +9,010 New
RRA
2817
Round Rock Advisors
Connecticut
$265K +$248K +9,010 New
LWA
2818
Lenox Wealth Advisors
New York
$264K +$48.4K +1,760 +24%
JHP
2819
James Hambro & Partners
United Kingdom
$264K +$247K +8,960 New
SIAM
2820
Sterling Investment Advisors (Missouri)
Missouri
$264K +$247K +8,960 New
CCP
2821
Cassia Capital Partners
North Carolina
$262K -$3.58M -130,200 -94%
JF
2822
JSF Financial
California
$261K -$11.1M -403,690 -98%
SWM
2823
Silverlake Wealth Management
Vermont
$260K +$244K +8,850 New
OAM
2824
Oberweis Asset Management
Illinois
$259K +$242K +8,800 New
PWS
2825
Peloton Wealth Strategists
Indiana
$259K +$242K +8,800 New
111 112
113
114 115