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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3201
Stockman Wealth Management
Montana
$796K -$34K -106 -4%
HTHT
3202
Hemenway Trust Hemenway Trust
New Hampshire
$793K -$7.06K -22 -0.9%
MC
3203
Matters Capital
Florida
$791K – – –
IAP
3204
Indie Asset Partners
Indiana
$791K +$12.8K +40 +2%
KG
3205
Kilter Group
New York
$790K +$17.3K +54 +2%
LPAM
3206
Lodestar Private Asset Management
California
$787K +$1.6K +5 +0.2%
ELM
3207
Elite Life Management
Florida
$786K +$7.38K +23 +1%
PCS
3208
Private Client Services
Kentucky
$786K +$30.8K +96 +4%
FCM
3209
Fell Capital Management
California
$785K – – –
RFA
3210
Register Financial Advisors
Georgia
$784K +$55.9K +174 +8%
UWPG
3211
Ullmann Wealth Partners Group
Florida
$784K +$107K +332 +17%
FBC
3212
Fairfield, Bush & Co
Connecticut
$782K -$6.42K -20 -0.9%
SGFG
3213
Silver Grove Financial Group
New York
$781K -$8.67K -27 -1%
LA
3214
Latitude Advisors
Florida
$780K -$166K -518 -19%
CA
3215
COFG Advisors
Illinois
$780K +$169K +527 +30%
AWM
3216
Allen Wealth Management
North Carolina
$780K -$73.5K -229 -9%
CWM
3217
Cahaba Wealth Management
Georgia
$779K -$25.4K -79 -3%
IWS
3218
Insight Wealth Strategies
California
$779K +$31.5K +98 +5%
CL
3219
CPWA LLC
Oregon
$778K +$5.14K +16 +0.7%
ACH
3220
ArrowMark Colorado Holdings
Colorado
$778K – – –
RIA
3221
Realta Investment Advisors
Delaware
$777K -$12.5K -39 -2%
SI
3222
Severin Investments
Missouri
$777K +$50.1K +156 +7%
KFS
3223
Kaizen Financial Strategies
California
$776K -$20.9K -65 -3%
SWM
3224
Stronghold Wealth Management
Florida
$774K +$53.6K +167 +8%
CPWM
3225
Cypress Point Wealth Management
Texas
$774K +$313K +976 +76%
127 128
129
130 131