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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2276
Chesapeake Wealth Management
Virginia
$203K +$180K +867 New
MFG
2277
Menard Financial Group
Texas
$203K +$180K +868 New
MA
2278
Modus Advisors
Minnesota
$201K +$178K +860 New
DI
2279
DAGCO Inc
Ohio
$200K +$177K +855 New
GFPC
2280
Global Financial Private Client
Florida
$199K +$113K +547 +182%
JFA
2281
JNBA Financial Advisors
Minnesota
$196K – – –
PP
2282
Pacifica Partners
Canada
$192K – – –
RIM
2283
Rockbridge Investment Management
New York
$191K – – –
SIM
2284
Sonora Investment Management
Arizona
$191K +$7.25K +35 +4%
OIM
2285
Oder Investment Management
California
$191K +$170K +819 New
MAM
2286
Magellan Asset Management
Australia
$187K +$146K +704 +757%
CH
2287
Canton Hathaway
Rhode Island
$187K +$166K +800 New
IUHSA
2288
Itau Unibanco Holding S.A.
Brazil
$168K -$1.28M -6,164 -90%
SIS
2289
Sound Income Strategies
Florida
$168K -$11.6K -56 -7%
GAM
2290
Gemmer Asset Management
California
$168K +$20.1K +97 +16%
TFO
2291
Tarbox Family Office
California
$167K -$414 -2 -0.3%
MFT
2292
Moisand Fitzgerald Tamayo
Florida
$167K – – –
BCM
2293
Blume Capital Management
California
$164K – – –
APC
2294
Aspire Private Capital
North Carolina
$162K +$6.63K +32 +5%
BHWM
2295
Bay Harbor Wealth Management
Maryland
$161K -$3.52K -17 -2%
MWC
2296
MBM Wealth Consultants
Missouri
$161K – – –
TC
2297
Truvestments Capital
Florida
$158K +$140K +678 New
HIM
2298
Hillsdale Investment Management
Ontario, Canada
$157K -$456K -2,202 -77%
WPA
2299
West Paces Advisors
Georgia
$154K – – –
FWM
2300
Focused Wealth Management
New York
$152K +$8.29K +40 +7%
90 91
92
93 94