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Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1401
Talon Private Wealth
Florida
$318K +$298K +4,234 New
MPM
1402
MBB Public Markets
Illinois
$318K -$9.02M -128,122 -97%
UAG
1403
United Advisor Group
Ohio
$317K +$3.38K +48 +1%
TPI
1404
Trust Point Inc
Wisconsin
$317K +$297K +4,212 New
NC
1405
nVerses Capital
Florida
$316K +$21.1K +300 +8%
BPWM
1406
Badgley Phelps Wealth Managers
Washington
$315K +$295K +4,191 New
MC
1407
Machina Capital
France
$313K +$294K +4,169 New
SIM
1408
SSI Investment Management
California
$313K -$282 -4 -0.1%
EWM
1409
Evercore Wealth Management
New York
$313K – – –
DCM
1410
Dimension Capital Management
Florida
$311K -$774 -11 -0.3%
CHJWM
1411
Carlton Hofferkamp & Jenks Wealth Management
Texas
$310K – – –
MA
1412
Montag & Associates
Georgia
$310K -$5.07K -72 -2%
I
1413
INVST
Indiana
$309K +$13.9K +197 +5%
EFM
1414
E Fund Management
China
$308K -$440K -6,252 -60%
TFF
1415
The Family Firm
Maryland
$307K – – –
JWM
1416
Jackson Wealth Management
Florida
$306K +$287K +4,072 New
CCM
1417
Campbell Capital Management
Florida
$304K -$2.14M -30,450 -88%
LWM
1418
LJI Wealth Management
Indiana
$304K – – –
ARMT
1419
Amica Retiree Medical Trust
Rhode Island
$303K +$284K +4,029 New
IWS
1420
Integrity Wealth Solutions
Colorado
$302K -$83.1K -1,181 -23%
NCM
1421
Northwest Capital Management
Oregon
$302K – – –
CC
1422
Commons Capital
Massachusetts
$302K +$57.2K +813 +25%
TW
1423
TritonPoint Wealth
Maryland
$301K +$45K +639 +19%
OFW
1424
Omnia Family Wealth
Florida
$301K +$16.3K +231 +6%
KIA
1425
KCM Investment Advisors
California
$301K +$282K +4,005 New
55 56
57
58 59