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Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
2551
Eagle Ridge Investment Management
Connecticut
$313K +$312K +6,174 New
QPBE
2552
Quintet Private Bank (Europe)
Luxembourg
$312K +$423K +8,369 New
WAC
2553
William Allan Corp
Colorado
$311K -$662K -13,092 -68%
HGWM
2554
Horst & Graben Wealth Management
Oregon
$311K +$2.73K +54 +0.9%
RWA
2555
Rainsberger Wealth Advisors
Colorado
$311K +$45.7K +903 +17%
TFM
2556
TFC Financial Management
Massachusetts
$310K -$64.3K -1,271 -17%
MWM
2557
Marion Wealth Management
Pennsylvania
$310K – – –
FC
2558
Financial Council
Maryland
$310K +$354 +7 +0.1%
BWFA
2559
Baltimore-Washington Financial Advisors
Maryland
$310K +$104K +2,050 +50%
CWM
2560
CarsonAllaria Wealth Management
Illinois
$309K +$3.49K +69 +1%
MAM
2561
Montchanin Asset Management
Delaware
$309K +$308K +6,079 New
BDFN
2562
Bond & Devick Financial Network
Minnesota
$307K +$306K +6,055 New
HWM
2563
Howard Wealth Management
Connecticut
$306K -$161K -3,174 -34%
MIG
2564
McGuire Investment Group
Rhode Island
$305K -$8.75K -173 -3%
SFS
2565
Security Financial Services
Indiana
$305K – – –
KAM
2566
KEB Asset Management
Illinois
$303K +$302K +5,965 New
OPPS
2567
Obsidian Personal Planning Solutions
Maryland
$303K +$302K +5,967 New
WAM
2568
Wakefield Asset Management
Colorado
$302K +$21.4K +423 +8%
FPCP
2569
Fort Point Capital Partners
California
$302K +$301K +5,952 New
BCMLT
2570
Beacon Capital Management LLC (Tennessee)
Tennessee
$301K – – –
CBOR
2571
Community Bank of Raymore
Missouri
$301K – – –
TFGT
2572
TS Financial Group (TSFG)
Illinois
$301K +$13K +257 +5%
CWM
2573
CCG Wealth Management
California
$299K -$253 -5 -0.1%
ACH
2574
ArrowMark Colorado Holdings
Colorado
$298K – – –
VBWMG
2575
Von Berge Wealth Management Group
California
$298K +$658 +13 +0.2%
101 102
103
104 105