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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2076
Clear Creek Financial Management
Washington
$204K +$206K +1,825 New
IHWM
2077
Iron Horse Wealth Management
Iowa
$203K -$2.71K -24 -1%
GTAM
2078
Global Trust Asset Management
Florida
$202K – – –
LL
2079
LPWM LLC
Minnesota
$202K +$195K +1,721 New
ALAM
2080
Asahi Life Asset Management
Japan
$201K -$122K -1,080 -38%
22CM
2081
20/20 Capital Management
California
$201K +$203K +1,797 New
DFCM
2082
Dark Forest Capital Management
Puerto Rico
$201K +$203K +1,800 New
SIM
2083
SSI Investment Management
California
$200K +$201K +1,780 New
CWP
2084
Concord Wealth Partners
Virginia
$197K +$7.57K +67 +4%
Q
2085
QVR
California
$197K +$199K +1,760 New
PGWM
2086
Parisi Gray Wealth Management
New Jersey
$192K +$194K +1,719 New
MAM
2087
McCarthy Asset Management
California
$188K -$8.82K -78 -4%
CM
2088
Capula Management
Cayman Islands
$188K +$190K +1,679 New
JFGIW
2089
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$183K +$6.11K +54 +3%
SCM
2090
Silvant Capital Management
Georgia
$179K – – –
TFS
2091
TrustCore Financial Services
Tennessee
$178K +$19.1K +169 +12%
HWA
2092
HHM Wealth Advisors
Tennessee
$174K -$13.7K -121 -7%
ETC
2093
Exchange Traded Concepts
Oklahoma
$171K -$6.33K -56 -4%
POIA
2094
Pin Oak Investment Advisors
Texas
$170K -$146K -1,290 -46%
VCM
2095
Versant Capital Management
Arizona
$170K -$27K -239 -14%
MSFP
2096
Mark Sheptoff Financial Planning
Connecticut
$169K – – –
AP
2097
Atwood & Palmer
Missouri
$164K +$62.2K +550 +60%
CFD
2098
Creative Financial Designs
Indiana
$163K -$1.7K -15 -1%
KFP
2099
KB Financial Partners
New Jersey
$158K -$50.2K -444 -24%
CHC
2100
City Holding Co
West Virginia
$155K -$20.3K -180 -12%
82 83
84
85 86