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Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1451
HUB Investment Partners
Texas
$218K -$28.6K -439 -11%
LB
1452
Legacy Bridge
Iowa
$218K -$1.11K -17 -0.5%
LWM
1453
Laidlaw Wealth Management
New York
$217K -$202K -3,104 -45%
WWM
1454
Westwood Wealth Management
California
$217K -$32.6K -500 -12%
BCFD
1455
Boit C.F. David
$217K – – –
OAM
1456
Oak Asset Management
California
$217K -$1.43K -22 -0.6%
MIM
1457
Morningstar Investment Management
Illinois
$216K – – –
SB
1458
Strategic Blueprint
Georgia
$216K -$83.9K -1,289 -26%
BHPW
1459
Beverly Hills Private Wealth
California
$215K +$240K +3,682 New
MCCP
1460
Mission Creek Capital Partners
California
$215K -$101K -1,548 -30%
FIB
1461
First Interstate Bank
Montana
$215K +$240K +3,678 New
HAIM
1462
Hunter Associates Investment Management
Pennsylvania
$215K +$1.63K +25 +0.7%
IEFM
1463
IQ EQ Fund Management
Ireland
$214K -$18.6K -286 -7%
HPM
1464
Hudson Portfolio Management
New York
$214K +$238K +3,659 New
RA
1465
Rockingstone Advisors
Massachusetts
$214K -$4.56K -70 -2%
PFP
1466
Paragon Financial Partners
California
$211K – – –
RMC
1467
Resources Management Corp
Connecticut
$210K -$199K -3,055 -46%
AP
1468
Appleton Partners
Massachusetts
$210K -$28.4K -436 -11%
ISWM
1469
Independent Solutions Wealth Management
New York
$210K -$26.6K -408 -10%
EP
1470
Edgestream Partners
New Jersey
$209K -$3.09M -47,376 -93%
WCM
1471
Whitener Capital Management
North Carolina
$208K -$23.8K -365 -9%
OWA
1472
Octavia Wealth Advisors
Ohio
$207K -$79.5K -1,221 -26%
DA
1473
Duality Advisers
Florida
$207K +$231K +3,540 New
TRIA
1474
Trail Ridge Investment Advisors
Colorado
$205K -$892K -13,700 -80%
HFP
1475
Holistic Financial Partners
Indiana
$204K -$716 -11 -0.3%
57 58
59
60 61