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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
4226
Lauterbach Financial Advisors
Texas
$203K – – –
BCM
4227
Boltwood Capital Management
California
$203K +$30.5K +95 +17%
T
4228
Tidemark
California
$202K +$33.1K +103 +18%
LIM
4229
Lathrop Investment Management
Arkansas
$201K -$32.5K -101 -13%
BSTWA
4230
Blake Schutter Theil Wealth Advisors
Ohio
$201K -$322 -1 -0.2%
MWPCG
4231
Measured Wealth Private Client Group
New Hampshire
$201K – – –
NWP
4232
NerdWallet Wealth Partners
New York
$201K – – –
KWM
4233
Kaydan Wealth Management
Michigan
$201K +$214K +664 New
CL
4234
CIM LLC
New York
$200K -$250K -776 -54%
SFC
4235
Summit Financial Consulting
Michigan
$200K +$13.5K +42 +7%
POIA
4236
Pin Oak Investment Advisors
Texas
$200K -$322 -1 -0.2%
SFCL
4237
Strengthening Families & Communities LLC
Massachusetts
$199K -$320K -996 -60%
ACM
4238
Anfield Capital Management
California
$199K +$161K +501 +321%
TWM
4239
TopTier Wealth Management
Wisconsin
$197K – – –
CYG
4240
Clean Yield Group
Vermont
$196K -$9.32K -29 -4%
C
4241
Covestor
United Kingdom
$196K -$246K -766 -54%
MFP
4242
Meramec Financial Planners
Missouri
$196K -$19.3K -60 -9%
DCBT
4243
Dakota Community Bank & Trust
North Dakota
$196K -$9.32K -29 -4%
1IA
4244
1620 Investment Advisors
Massachusetts
$195K +$45.7K +142 +28%
STB
4245
S&T Bank
Pennsylvania
$194K -$16.4K -51 -7%
RP
4246
Rowlandmiller & Partners
Georgia
$190K -$11.6K -36 -5%
MAM
4247
Morse Asset Management
Connecticut
$188K – – –
WCM
4248
Westend Capital Management
California
$187K -$1.29K -4 -0.6%
SWIM
4249
Smallwood Wealth Investment Management
New Jersey
$186K -$6.11K -19 -3%
MUMSS
4250
Mitsubishi UFJ Morgan Stanley Securities
Japan
$186K -$26.4K -82 -12%
168 169
170
171 172