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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
4851
Twelve Points Wealth Management
Massachusetts
$274K +$634 +5 +0.2%
BF
4852
Blankinship & Foster
California
$273K -$215K -1,700 -40%
ITB
4853
Idaho Trust Bank
Idaho
$273K +$319K +2,520 New
SWM
4854
Stark Wealth Management
Pennsylvania
$273K -$1.47M -11,576 -82%
RF
4855
Robinswood Financial
Washington
$273K +$133K +1,052 +72%
KSWWM
4856
Keyes Stange & Wooten Wealth Management
Florida
$272K -$190K -1,500 -37%
BIG
4857
Bush Investment Group
Georgia
$271K -$2.54K -20 -0.8%
OCM
4858
Ovata Capital Management
Hong Kong
$271K +$317K +2,500 New
MRG
4859
Milestone Resources Group
British Virgin Islands
$270K -$430M -3,394,355 -100%
CC
4860
Climber Capital
Switzerland
$270K – – –
HWM
4861
HFG Wealth Management
Texas
$270K +$41.4K +327 +19%
EA
4862
Evergreen Advisors
Tennessee
$269K -$74.8K -590 -19%
PP
4863
Pingora Partners
Wyoming
$268K – – –
AWM
4864
Arista Wealth Management
Nevada
$267K +$96.1K +758 +44%
SIMC
4865
Squire Investment Management Company
Utah
$267K +$12.9K +102 +4%
CGF
4866
Constant Guidance Financial
Massachusetts
$266K +$6.84K +54 +2%
SPL
4867
Smart Portfolios LLC
Washington
$266K -$33.7K -266 -10%
WAC
4868
William Allan Corp
Colorado
$265K – – –
WMS
4869
Wealth Management Strategies
Pennsylvania
$265K -$9.76K -77 -3%
IRC
4870
Investors Research Corp
Georgia
$264K +$98.2K +775 +47%
BFS
4871
Baskin Financial Services
Ontario, Canada
$263K +$4.31K +34 +1%
KAM
4872
KEB Asset Management
Illinois
$263K -$89.1K -703 -22%
HM
4873
Harvest Management
New York
$262K -$6.34K -50 -2%
PWM
4874
PTM Wealth Management
United States
$262K +$345K +2,719 New
XT
4875
XTX Topco
Cayman Islands
$261K -$6.84M -53,938 -96%
193 194
195
196 197