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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
5726
TFO Wealth Partners
Ohio
$225K +$236K +1,288 New
LWP
5727
LeClair Wealth Partners
Ohio
$224K -$3.61M -19,695 -94%
BWAM
5728
Blue Water Asset Management
Michigan
$224K +$9.54K +52 +4%
DMKJ
5729
David M. Knott Jr
$223K – – –
T2I
5730
Turim 21 Investimentos
Brazil
$221K +$137K +749 +144%
HA
5731
Hamel Associates
New Jersey
$221K -$50.5K -275 -18%
TWM
5732
Tumwater Wealth Management
Idaho
$220K +$3.67K +20 +2%
WFS
5733
Walker Financial Services
Kentucky
$219K -$20.2K -110 -8%
WA
5734
Wasatch Advisors
Utah
$218K -$3.85K -21 -2%
BFS
5735
Beacon Financial Strategies
North Carolina
$218K – – –
MF
5736
Meridian Financial
Massachusetts
$218K -$9.54K -52 -4%
IPW
5737
Inlet Private Wealth
Florida
$218K – – –
CFS
5738
Compass Financial Services
Iowa
$218K +$16.5K +90 +8%
RWFS
5739
Rayburn West Financial Services
Tennessee
$217K +$174K +947 New
PFA
5740
Presper Financial Architects
Ohio
$217K +$18.2K +99 +9%
BWG
5741
Balanced Wealth Group
Ohio
$217K +$228K +1,242 New
HWA
5742
HighRoad Wealth Advisors
Oregon
$216K – – –
CAIM
5743
Catherine Avery Investment Management
Florida
$215K -$32.5K -177 -13%
FAM
5744
Forte Asset Management
New York
$215K – – –
MPW
5745
MGO Private Wealth
California
$215K -$1.83M -9,991 -89%
SCS
5746
Southern Capital Services
Alabama
$213K – – –
HC
5747
Hoese & Co
Minnesota
$213K – – –
CMP
5748
Coston McIsaac & Partners
Maine
$212K +$69.3K +378 +45%
NPPM
5749
North Point Portfolio Managers
Ohio
$212K +$24.8K +135 +13%
EU
5750
Emory University
Georgia
$211K – – –
228 229
230
231 232