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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
2176
Cassady Schiller Wealth Management
Ohio
$41.5K – – –
TCPG
2177
Trivant Custom Portfolio Group
California
$40.6K – – –
HWM
2178
HighMark Wealth Management
Minnesota
$40.2K – – –
GM
2179
GeoWealth Management
Illinois
$40K +$43.3K +441 New
KFP
2180
KB Financial Partners
New Jersey
$38K -$2.85K -29 -7%
KI
2181
Kapitalo Investimentos
Brazil
$37.1K -$437K -4,448 -92%
KLWA
2182
Kelly Lawrence W & Associates
California
$36.5K – – –
SA
2183
SRH Advisors
Kansas
$36.5K – – –
NSG
2184
Nalls Sherbakoff Group
Tennessee
$36.2K – – –
FSWA
2185
Financial Synergies Wealth Advisors
Texas
$34.8K +$98 +1 +0.3%
ACM
2186
Antonetti Capital Management
Florida
$34.2K – – –
GKIM
2187
GW&K Investment Management
Massachusetts
$34K +$4.51K +46 +14%
FCT
2188
First Community Trust
Iowa
$33.1K – – –
PS
2189
PayPay Securities
Japan
$32.7K +$6.97K +71 +187%
MBFW
2190
Morton Brown Family Wealth
Pennsylvania
$32K – – –
ICM
2191
Intrepid Capital Management
Florida
$31.7K -$11.8K -120 -26%
MWM
2192
Mascoma Wealth Management
New Hampshire
$30.4K – – –
NMG
2193
New Millennium Group
Utah
$30.4K – – –
LJHT
2194
Laurie J. Hall Trustee
$30K -$8.15K -83 -20%
FMTCOCP
2195
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K – – –
DF
2196
DecisionPoint Financial
Arizona
$29.7K – – –
RAM
2197
Riggs Asset Management
Pennsylvania
$29.1K +$29.4K +300 +1,579%
HWA
2198
HHM Wealth Advisors
Tennessee
$29K +$98 +1 +0.3%
SC
2199
Solstein Capital
California
$29K – – –
TSW
2200
Thompson Siegel & Walmsley
Virginia
$29K +$2.94K +30 +10%
86 87
88
89 90