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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1701
TriaGen Wealth Management
California
$206K +$197K +1,322 New
SIC
1702
SJS Investment Consulting
Ohio
$206K +$1.94K +13 +1%
MAM
1703
Marquette Asset Management
Minnesota
$205K – – –
TAM
1704
Titleist Asset Management
Texas
$205K +$196K +1,314 New
NB
1705
Nicolet Bankshares
Wisconsin
$205K -$17.9K -120 -8%
FAG
1706
Fortitude Advisory Group
Washington
$205K -$11K -74 -5%
CCM
1707
Canal Capital Management
Virginia
$204K +$195K +1,311 New
CPC
1708
Congress Park Capital
New York
$204K +$195K +1,310 New
WTB
1709
Washington Trust Bank
Washington
$204K -$29.9K -201 -13%
HVP
1710
Hudson Value Partners
Florida
$204K +$195K +1,309 New
MFG
1711
Midwest Financial Group
Kansas
$204K -$7.45K -50 -4%
J. Safra Sarasin Holding
1712
J. Safra Sarasin Holding
$203K -$281K -1,889 -59%
QFA
1713
Quantum Financial Advisors
California
$203K +$194K +1,301 New
WWC
1714
Waypoint Wealth Counsel
Georgia
$203K +$194K +1,300 New
AIA
1715
Arbor Investment Advisors
North Carolina
$203K -$8.34K -56 -4%
AA
1716
Alta Advisers
United Kingdom
$203K – – –
BIM
1717
Baldwin Investment Management
Pennsylvania
$201K +$192K +1,291 New
FM
1718
Family Management
New York
$201K +$192K +1,291 New
HI
1719
Humankind Investments
New York
$201K +$192K +1,287 New
SL
1720
Sentinus LLC
Illinois
$200K +$192K +1,286 New
AWA
1721
Alta Wealth Advisors
Massachusetts
$200K -$33.2K -223 -15%
GA
1722
Goldstein Advisors
Wisconsin
$200K +$191K +1,284 New
Y.D. More Investments
1723
Y.D. More Investments
Israel
$200K -$211K -1,420 -53%
AA
1724
Addison Advisors
Vermont
$199K +$1.79K +12 +0.9%
OP
1725
ORG Partners
Indiana
$196K -$757K -5,082 -80%