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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
2176
Blue Fin Capital
Rhode Island
$202K +$205K +2,103 New
AIS
2177
AM Investment Strategies
Tennessee
$201K -$78.5K -807 -28%
PPW
2178
Presilium Private Wealth
Pennsylvania
$201K +$204K +2,093 New
IHWM
2179
Iron Horse Wealth Management
Iowa
$201K +$38.4K +395 +23%
MPIA
2180
Mountain Pacific Investment Advisers
Idaho
$201K +$204K +2,092 New
AWA
2181
Amplius Wealth Advisors
Pennsylvania
$201K +$204K +2,091 New
CFG
2182
CKW Financial Group
Hawaii
$200K – – –
PK
2183
Pflug Koory
Nebraska
$195K +$195 +2 +0.1%
CPG
2184
Cornerstone Planning Group
New Jersey
$195K +$131K +1,351 +200%
LWANC
2185
Laurel Wealth Advisors (North Carolina)
North Carolina
$193K +$1.07K +11 +0.5%
PAG
2186
Paladin Advisory Group
Iowa
$193K -$50.8K -522 -21%
PP
2187
Pingora Partners
Wyoming
$192K +$195K +2,000 New
CFS
2188
CGC Financial Services
Oregon
$190K -$80.8K -830 -30%
SL
2189
Salomon & Ludwin
Virginia
$188K – – –
CFD
2190
Creative Financial Designs
Indiana
$188K -$28K -288 -13%
USB
2191
Union Savings Bank
Connecticut
$188K +$17.9K +184 +10%
HIIFS
2192
Harel Insurance Investments & Financial Services
Israel
$184K +$165K +1,700 +773%
SWM
2193
Sugarloaf Wealth Management
Georgia
$184K -$7.79K -80 -4%
FRA
2194
Front Row Advisors
California
$182K – – –
JFGIW
2195
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$182K +$7.88K +81 +4%
TSW
2196
Thompson Siegel & Walmsley
Virginia
$172K +$143K +1,470 +464%
BAM
2197
Byrne Asset Management
New Jersey
$171K -$22.9K -235 -12%
SAI
2198
Systematic Alpha Investments
New Jersey
$171K – – –
WOC
2199
West Oak Capital
California
$167K – – –
CT
2200
Clearstead Trust
Maine
$167K – – –
86 87
88
89 90