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Name Holding Trade Value Shares
Change 		Change in
Stake
SGFG
2126
Silver Grove Financial Group
New York
$132K +$134K +1,831 New
GKIM
2127
GW&K Investment Management
Massachusetts
$132K -$15.5K -211 -10%
KFAS
2128
Keating Financial Advisory Services
Kansas
$129K +$13.3K +181 +11%
FFG
2129
Forum Finance Group
$129K +$880 +12 +0.5%
MWA
2130
Medallion Wealth Advisors
Connecticut
$126K +$3.59K +49 +3%
IWM
2131
IMG Wealth Management
Florida
$121K +$293 +4 +0.2%
TCM
2132
Tradewinds Capital Management
Washington
$117K -$73 -1 -0.1%
CSC
2133
Caldwell Sutter Capital
California
$115K +$105K +1,435 +870%
BWM
2134
Bernard Wealth Management
Michigan
$115K -$1.33M -18,098 -92%
CPG
2135
Cornerstone Planning Group
New Jersey
$114K +$11.4K +155 +11%
PWM
2136
Proathlete Wealth Management
Florida
$111K – – –
GAMA
2137
Graticule Asia Macro Advisors
New York
$111K +$113K +1,535 New
BHWM
2138
Bay Harbor Wealth Management
Maryland
$110K +$3.81K +52 +4%
OCWP
2139
Owl Creek Wealth Partners
Colorado
$105K -$13.2K -180 -11%
FIM
2140
FWL Investment Management
Texas
$105K +$10.3K +141 +11%
SAS
2141
Stelac Advisory Services
New York
$104K -$5.43K -74 -5%
TFM
2142
TFC Financial Management
Massachusetts
$104K +$6.97K +95 +7%
DMBA
2143
Deseret Mutual Benefit Administrators
Utah
$102K +$4.69K +64 +5%
BBPWM
2144
Blue Bell Private Wealth Management
Pennsylvania
$101K – – –
EP
2145
Evelyn Partners
$99.5K +$101K +1,379 New
HI
2146
Hoey Investments
Pennsylvania
$96.2K -$3.3M -45,007 -97%
SIM
2147
Synergy Investment Management
Florida
$94K +$10.1K +138 +12%
GIA
2148
GHP Investment Advisors
Colorado
$90.9K +$58.7K +800 +174%
SHIM
2149
Stone House Investment Management
Pennsylvania
$90.8K +$92K +1,254 +25,080%
AT
2150
Arlington Trust
Alabama
$90.1K -$12.3K -168 -12%
84 85
86
87 88