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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2626
Greenhouse Wealth Management
Connecticut
$246K -$102K -1,808 -30%
AI
2627
AXS Investments
New York
$246K +$238K +4,223 New
DMC
2628
Drexel Morgan & Co
Pennsylvania
$244K – – –
IP
2629
Isthmus Partners
Wisconsin
$244K – – –
SDWMA
2630
Schneider Downs Wealth Management Advisors
Pennsylvania
$244K +$237K +4,193 New
TIM
2631
Thompson Investment Management
Wisconsin
$243K – – –
FI
2632
Fosun International
China
$242K – – –
TF
2633
TRH Financial
Iowa
$242K +$1.52K +27 +0.7%
LIM
2634
Loudon Investment Management
New Hampshire
$241K – – –
LTI
2635
Laffer Tengler Investments
Tennessee
$241K +$28.2K +500 +14%
LNWTC
2636
Laird Norton Wetherby Trust Company
Washington
$240K +$38.2K +677 +20%
HCM
2637
Huber Capital Management
California
$238K -$5.64K -100 -2%
D
2638
Diversified
Delaware
$237K -$77.4K -1,372 -25%
PCM
2639
Poehling Capital Management
Wisconsin
$237K +$11.3K +200 +5%
HFS
2640
Horizon Financial Services
North Carolina
$236K -$13.9K -246 -6%
HFA
2641
Hoover Financial Advisors
Pennsylvania
$236K -$2.54K -45 -1%
IAS
2642
IMA Advisory Services
Colorado
$235K – – –
SFG
2643
Sather Financial Group
Texas
$235K – – –
PSIWM
2644
Paradigm Strategies in Wealth Management
Minnesota
$235K +$228K +4,042 New
SSWG
2645
Seven Springs Wealth Group
Tennessee
$234K -$1.86K -33 -0.8%
SLA
2646
Silver Lake Advisory
Utah
$233K -$34.5K -612 -13%
AAP
2647
Aristotle Atlantic Partners
Florida
$233K – – –
HFS
2648
Howard Financial Services
Texas
$233K +$16.8K +297 +8%
RH
2649
RFG Holdings
Texas
$233K +$226K +4,001 New
MKA
2650
M. Kulyk & Associates
Georgia
$233K +$227K +4,015 New
104 105
106
107 108